Support

GreenHat product and account support

Get help with SR&D Claim OS, QuickBooks Online connections, account access, privacy requests, and security reporting.

How to contact support

Use the contact form and choose Product Support. Tell us the affected service, what you expected to happen, what happened instead, and when the issue occurred. Screenshots and exact error text can help, provided they do not expose secrets or unnecessary personal or financial information.

We aim to respond within one business day. Response and resolution times vary with severity, complexity, and any third-party service involved.

SR&D Claim OS support

We can help with:

  • access, role, or sign-in problems;
  • projects, experiments, evidence uploads, and processing history;
  • claim workflow, status, and navigation questions;
  • QuickBooks connection, synchronization, and record-matching issues; and
  • privacy requests concerning information held in the service.

For the fastest routing, include the project or screen name and an approximate time. Do not send your password, OAuth token, full banking details, or a complete evidence package through the public contact form.

Connecting QuickBooks Online

A user with the CFO role must start and complete the connection in SR&D Claim OS. During Intuit authorization, sign in with a QuickBooks account that has Primary Admin or Company Admin access to the company being connected. The portal and QuickBooks email addresses do not need to match, but both accounts must be authorized for this connection. Then open the Connections page in SR&D Claim OS.

The connection is read-only. It currently retrieves Bills (Bill), Purchases (Purchase), Vendor Credits (VendorCredit), Journal Entries (JournalEntry), and optional Time Activities (TimeActivity). It does not import detailed payroll records or change source accounting records in QuickBooks.

Disconnecting QuickBooks

An authorized user can disconnect QuickBooks from the Connections page. Disconnecting clears the stored OAuth tokens and stops future synchronization. It does not automatically delete records already synchronized into SR&D Claim OS or associated audit history. Those records are handled separately under applicable legal, contractual, security, and recordkeeping requirements. Contact the Privacy Officer to ask us to assess a deletion request.

Privacy and account-data requests

To request access, correction, or deletion of personal information, or to raise a privacy concern, use the contact form and choose Product Support. State that your request is for the Privacy Officer and identify the relevant account or service. We may need to verify your identity and authority before acting on the request.

See our Privacy Policy for more information about collection, use, safeguards, retention, and your choices.

Report a security vulnerability

Do not submit suspected vulnerabilities through the general support form. Use our private vulnerability-reporting form or email cve@greenhatsec.com. Include enough detail to reproduce the issue, but do not access, change, or retain data that is not yours.

When a third-party service is involved

Some issues may involve Cloudflare, Google Workspace, email delivery, or Intuit and QuickBooks Online. We will help isolate the problem and explain any action you need to take, but resolution may depend on the third-party provider's service availability, permissions, or review process.

Tell us what you need help with

Use Product Support in the contact form and include the affected service, approximate time, and exact error. We aim to respond within one business day.