What this is
Salt Automations (a sole proprietorship operated by Nick Salt, based in Belleville, Ontario, Canada) builds and runs a private workflow automation for a single client, Belleville Home Health Care ("Belleville HHC"). Part of that automation connects to one QuickBooks Online company — the client's — through Intuit's official Accounting API, using an Intuit developer app named "Belleville Home Healthcare."
This is a single-tenant, internal tool. There is no public sign-up, no marketplace listing, and no second company. The connection is authorized and controlled by Belleville HHC, through its own QuickBooks Online account.
What it does
The automation turns a quote request that arrives by email into a prepared QuickBooks Estimate that the client reviews and sends themselves. Concretely, it:
- reads the company's existing Customers to match the right customer (or prepares a new one for review);
- reads the company's active Products/Services (Items) to map each quote line to the correct catalog item and price;
- creates and updates draft Estimates so the client can open, adjust, and send them in QuickBooks as usual.
Nothing is sent to a customer automatically. A person always reviews the prepared Estimate in QuickBooks before it goes out.
What QuickBooks data it uses
The app requests the Accounting scope only. Within that scope it uses only what the Estimate workflow needs:
| Data | Access | Why |
|---|---|---|
| Customers | Read, and create/update when preparing an Estimate | Match the Estimate to the right customer |
| Products / Services (Items) | Read | Map quote lines to catalog items and saved prices |
| Estimates | Read, create, update | Prepare and correct the draft Estimate for review |
| Company info | Read | Confirm the correct company is connected |
It does not access banking, payroll, invoices, payments, bills, purchase orders, employees, or any data outside the Estimate workflow above.
Where your data goes
- The connection is authorized once through Intuit's standard OAuth consent screen. We store only the resulting OAuth refresh token and the company (realm) id, encrypted in Azure Key Vault.
- We keep a small amount of operational metadata (for example, which quote produced which Estimate) so a quote can be safely re-run without creating duplicates.
- We never sell or rent your data, and we do not use it for advertising. See the Privacy Policy for the full detail on what is stored, which service providers are involved, and how long it is kept.
Connecting and reconnecting
The connection is set up once, by an authorized user of Belleville HHC's QuickBooks Online account — there is no public self-service "Connect" button. That authorization runs through Intuit's standard OAuth consent screen, which grants the app Accounting-scope access to the single QuickBooks Online company and returns the credentials described above.
If the connection later lapses (for example, the token expires after a long idle period) or is revoked, reconnecting uses that same one-time authorization step, run again by an authorized user of the Belleville HHC account.
How to disconnect
You are in control of the connection at all times. To revoke the app's access to your QuickBooks Online company:
- Sign in to QuickBooks Online as an admin.
- Go to Settings (gear icon) → Apps, or open Apps → Connected apps.
- Find Belleville Home Healthcare and choose Disconnect.
You can also email us at nicksalt24@gmail.com and we will disconnect the integration and delete the stored connection credentials for you.
After you disconnect, the stored refresh token stops working immediately, the app can no longer read or write your QuickBooks data, and we delete the stored connection state. Any Estimates already created remain in your QuickBooks company under your control.
Contact
Salt Automations — Nick Salt Belleville, Ontario, Canada Email: nicksalt24@gmail.com