Integration

Nella for QuickBooks

Ask your QuickBooks numbers in plain English.

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At a glance

Connects through
Intuit’s own secure sign-in
Your books
Change only with your permission
Available on
Every plan, including the free trial
Free trial
60 days, no card

Read-only by default · how Nella handles your data

How does Nella work with QuickBooks?

Nella connects to QuickBooks Online through Intuit’s own secure sign-in, then answers plain-English questions about your live figures — cash and runway, receivables and payables, BAS and company tax dates, GST, profit and margin, and movements down to individual accounts and journals. It reads your QuickBooks data. Nothing in your books changes unless you give permission in Nella.

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
  • Company settings, including your financial year end

Nella connects to QuickBooks Online. QuickBooks Desktop is a different product and is not supported. Because QuickBooks exposes journal entries to connected 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 BAS due, and what period does it cover?”
  • “How much is still sitting unreconciled in the bank account?”
  • “How much GST have we collected this quarter?”

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 access

Choose the company to connect and approve access. Nothing in your books changes unless you give permission in Nella.

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

There is a fixed list of things Nella does not 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
  • Lodge a BAS or tax return, or submit anything to the ATO or ASIC
  • 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.

See it on your own QuickBooks figures

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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?
Not today. Nella reads your QuickBooks data, and nothing in your books changes unless you give permission in Nella.
How do I disconnect Nella from QuickBooks?
Choose Disconnect from QuickBooks in Nella’s Settings, under Connections, or remove Nella from the apps settings in QuickBooks. Either way 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. When a question needs professional judgement, such as a filing or a tax decision, Nella says so and points you to a qualified accountant.
Which tax dates does Nella show for an Australian business?
BAS lodgement and payment dates, quarterly or monthly as your business lodges, and the company tax return and payment dates. PAYG instalment and superannuation dates are not on the calendar yet. See tax and BAS due dates.
Does Nella lodge my BAS?
No. Nella shows your BAS dates and the GST figures in your books. Lodging is done by your business or your registered agent.

See it on your own QuickBooks figures.

Connect securely and get your free Nella Score in minutes. No card required.

Get my free Nella Score

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.