Integration

Nella for QuickBooks

Ask your QuickBooks numbers in plain English.

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Read-only connection · No card required · Free for 60 days

How does Nella work with QuickBooks?

Nella connects to QuickBooks Online in read-only mode through Intuit’s own secure sign-in, then answers plain-English questions about your live figures — cashflow and runway, debtor and creditor days, VAT and tax dates, profit and margin, and movements down to individual accounts and journals. It reads your QuickBooks data and cannot create, edit or delete anything in your books.

What it reads

What Nella reads from QuickBooks

  • Monthly profit and loss, by section and by account
  • Balance sheet, plus QuickBooks’ own trial balance report
  • Your full chart of accounts, read in a single query
  • General ledger detail down to transaction level, including manual journal entries
  • Receivables and payables position, with an ageing view of who owes you what
  • Cleared and uncleared bank transactions, so unreconciled items are visible rather than silent
  • Organisation settings, including your VAT registration status and financial year end

Nella connects to QuickBooks Online. QuickBooks Desktop is a different product and is not supported. Because QuickBooks exposes journal entries to read-only apps, Nella can see manual journals here that are not visible on some other ledgers — useful when a figure moved because of an adjustment rather than a transaction. QuickBooks account numbers are optional and often left blank, so Nella keys on the account itself rather than a number that may not exist.

In practice

Questions you can ask

  • “How much cash will I have at the end of next month?”
  • “Which customers owe me the most, and how late are they?”
  • “What journals were posted this month, and by whom?”
  • “What is my gross margin this quarter versus last?”
  • “When is my next VAT return due, and what period does it cover?”
  • “How much is still sitting unreconciled in the bank account?”

Nella provides financial information and education, not accounting or tax advice.

Setup

How to connect QuickBooks

1 · Sign in to QuickBooks

You are sent to Intuit’s own secure sign-in. Nella never sees or stores your QuickBooks password.

2 · Grant read access

Choose the company to connect and approve read-only access. Nella does not request permission to write.

3 · Get your Nella Score

Nella reads your live figures and builds your free Nella Score and first insight pack while you wait.

The boundary

What Nella cannot do in QuickBooks

The connection is read-only by design, so there is a fixed list of things Nella cannot do in QuickBooks — not as a setting you could change, but because the permission is never requested.

  • Create, edit, void or delete invoices, bills, credit notes or journal entries
  • Match or reconcile bank transactions, or change how anything is categorised
  • File a VAT return, or submit anything to HMRC or Companies House
  • Move money, pay a supplier or set up a payment
  • Change your chart of accounts, company settings or user permissions

More detail on the security and data page.

FAQ

Questions about QuickBooks and Nella

Does Nella work with QuickBooks Desktop?
No. Nella connects to QuickBooks Online only. QuickBooks Desktop is a separate product with a different data model and is not supported.
Can Nella see manual journal entries in QuickBooks?
Yes. Nella reads journal entries on QuickBooks, so adjustments are accounted for alongside day-to-day transactions. On Xero, Nella does not read journals today.
Does Nella need write access to my QuickBooks company?
No. Nella requests read-only access and nothing else. The permission to create, edit or delete anything in QuickBooks is never asked for, so it cannot be granted by accident.
How do I disconnect Nella from QuickBooks?
Remove the connection from your Intuit account’s connected apps settings, exactly as you would for any other app. Nella loses access immediately, and you can ask for your data to be deleted at the same time.
Is my QuickBooks data used to train AI models?
No. Your figures are never used to train AI models. They are used to answer your questions and build your insight pack, and nothing else.
Can Nella tell me what to do about my numbers?
No. Nella provides financial information and education, not accounting or tax advice. Nella shows you the numbers; a qualified accountant at AccTek advises you on them, and Nella points you to the team when a question needs professional judgement.

See it on your own QuickBooks figures.

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Nella provides financial information and education, not accounting or tax advice. Regulated accounting and advisory is provided by our partner practice, AccTek Ltd, under a separate engagement.