QuickBooks is a read-only connection: HomecareHQ reads your financial data, it never writes to QuickBooks.
Connect
1
Open Integrations
In HomecareHQ, go to Admin Settings → Integrations.
2
Connect QuickBooks
On the QuickBooks card, click Connect.
3
Sign in with Intuit
A secure Intuit sign-in window opens. Log in and authorize HomecareHQ to read your company’s
accounting data.
4
Confirm the sync
HomecareHQ pulls your financials into a working copy. When the sync finishes, you’re ready to
ask.
HomecareHQ does not store your credentials. When you connect a system, you enter its
credentials into a secure dialog hosted by our credential vault partner (Nango), where
they are encrypted and stored. When HomecareHQ reads from or writes to your system, it fetches
the credential for that one request and calls your system from its own servers. (PrismHR is
the exception: its requests are sent through the vault partner’s servers.) You can disconnect at any time from
Admin Settings → Integrations.
What you can ask
Each answer can be rendered as a chart and saved to a dashboard
that refreshes against current data.