Forum Discussion

Akshay_M's avatar
Akshay_M
Helper I
7 years ago
Solved

Extracting data from Quickbooks Desktop?

I am working with a client who is wanting to extract QB Desktop data to Power BI so they can have customized reports, that are updated regularly (~15 min intervals is fine). I have seen a few tools out there that allow you to connect to SSIS or allows you to connect using ODBC driver....both of these options are ideal, but a bit expensive. I found a tool that lets you extract quickbooks cloud data to excel. I am a BI developer, so I can easily develop an SSIS package that ingests excels sheets into a database, and then connect Power BI to the db. The only issue is that I would have to find a way to automatically run the QB2Excel tool every 15 minutes. Not the best solution, but the only Free one I can think of. Anyone have any ideas?

 

Regards,

Akshay

 

Need Help
  • v-xicai's avatar
    v-xicai
    7 years ago

    Hi Akshay_M ,

     

    If you can publish data from QuickBooks desktop to QuickBooks online, then you can connect to QuickBooks Online in Power BI Desktop and Power BI Service to retrieve data, See: QuickBooks Online content pack for Power BI. Also there is already an idea about QuickBooks Desktop data source, you can vote on it: Quickbooks Desktop Version .

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards,

    Amy

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

4 Replies

  • v-xicai's avatar
    v-xicai
    Community Support
    7 years ago

    Hi Akshay_M ,

     

    If you can publish data from QuickBooks desktop to QuickBooks online, then you can connect to QuickBooks Online in Power BI Desktop and Power BI Service to retrieve data, See: QuickBooks Online content pack for Power BI. Also there is already an idea about QuickBooks Desktop data source, you can vote on it: Quickbooks Desktop Version .

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards,

    Amy

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

  • v-xicai's avatar
    v-xicai
    Community Support
    7 years ago

    Hi  Akshay_M ,

     

    Does that make sense? If so, kindly mark my answer as a solution to help others having the similar issue and close the case. If not, let me know and I'll try to help you further.

     

    Best regards

    Amy

    • schlaj's avatar
      schlaj
      Frequent Visitor
      6 years ago

      Hi v-xicai, I am attempting to do this same action, downloading the dataset from the Quickbooks App that I connected to in PowerBI Online (sucessfully), but I can't extract the data in PowerBI desktop.  Any help would be appreciated! 

       

      We couldn't export to .pbix format.
      Please try again later or contact support. If you contact support, please provide these details.
      Activity IDa88ba6ed-d686-4817-ba29-5ae8c54ed31a
      Request ID5778c530-ff34-8235-5c8c-eb533ddb58d3
      Correlation IDdc74665d-39b6-8730-0e86-f1c44cc8a60f
      Status code401
      TimeFri Oct 04 2019 12:54:58 GMT-0600 (Mountain Daylight Time)
      Service version13.0.10882.216
      Client version1909.4.015
      Cluster URIhttps://wabi-west-us-redirect.analysis.windows.net

  • BobMarf's avatar
    BobMarf
    Regular Visitor
    2 years ago

    For extracting QB Desktop data to Power BI with regular updates, consider Skyvia. It offers an efficient, cost-effective alternative to SSIS or ODBC drivers. Skyvia can automate data extraction and syncing, reducing the need for manual interventions like running a QB2Excel tool every 15 minutes.