> ## Documentation Index
> Fetch the complete documentation index at: https://docs.homecarehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect QuickBooks

> Connect QuickBooks Online to ask about your financials and build financial dashboards.

Connecting **QuickBooks Online** lets HomecareHQ answer questions about your financials and
build dashboards from them — revenue, payer mix, expenses, net, revenue-vs-payroll, margin, and
AR aging — interpreted for non-medical homecare.

<Info>QuickBooks is a **read-only** connection: HomecareHQ reads your financial data, it never writes to QuickBooks.</Info>

## Connect

<Steps>
  <Step title="Open Integrations">
    In HomecareHQ, go to **Admin Settings → Integrations**.
  </Step>

  <Step title="Connect QuickBooks">
    On the **QuickBooks** card, click **Connect**.
  </Step>

  <Step title="Sign in with Intuit">
    A secure Intuit sign-in window opens. Log in and authorize HomecareHQ to read your company's
    accounting data.
  </Step>

  <Step title="Confirm the sync">
    HomecareHQ pulls your financials into a working copy. When the sync finishes, you're ready to
    ask.
  </Step>
</Steps>

<Note>
  **Your credentials never touch HomecareHQ's own systems.** 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. HomecareHQ only ever asks the vault to
  fetch data on your behalf — it never sees or stores your password. You can disconnect at any
  time from **Admin Settings → Integrations**.
</Note>

## What you can ask

| You want      | Try asking                                         |
| ------------- | -------------------------------------------------- |
| Revenue trend | "What was our revenue by month this year?"         |
| Payer mix     | "Break down revenue by payer last quarter."        |
| Expenses      | "What were our top expense categories last month?" |
| Cash health   | "Show our AR aging."                               |

Each answer can be rendered as a chart and [saved to a dashboard](/guides/dashboards/saved-dashboards)
that refreshes against current data.

## What we read

QuickBooks reports and lists needed for the metrics above — Profit & Loss, Balance Sheet,
AR aging, and your chart of accounts. See [Trust & your data](/integrations/security-and-data).
