Forum Discussion

Dyl_an's avatar
Dyl_an
New Member
3 years ago

QuickBooks Desktop connection to Power BI

Hello,   My Company uses QuickBooks Desktop through Right Networks. We are looking to export the information from QuickBooks, into Power BI. However, I am unable to find the best method to do so. H...
Need Help
Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi Dylan and Amanda,

 

Did you find a solution for this? I'm also trying to connect Quickbooks desktop to PBI and am struggling to find a streamlined solution. 

 

Respectfully,

Hannah

rashidanwar's avatar
rashidanwar
Icon for Advocate II rankAdvocate II
2 years ago

Anonymous Aviles21 you can folllow anyone of the below approaches.

Option 1: Automated Excel Export & SharePoint Connection

 

  • You can automate QuickBooks data exportation hourly or daily (using Python or PowerShell scripts) into Excel files.
  • These files can be saved in a designated SharePoint folder.
  • Power BI can then access the SharePoint folder to build reports directly from the Excel files.

Option 2: Third-Party Integration & Data Warehouse

  • Leverage Skyvia:
    • This third-party service facilitates extraction of QuickBooks Desktop data and stores it in a data warehouse, like Google BigQuery or Azure Synapse Analytics.
    • Skyvia can schedule updates to the data warehouse at regular intervals (e.g., daily, weekly).
    • Power BI can then connect directly to the data warehouse (Google bigquery or Azure Synapse Analytics) for report creation, offering improved performance and scalability.

      A third option is also there using CData connector for QuickBooks Desktop to Power BI connectivity. But keep in mind that it only supports DirectQuery Mode.