Forum Discussion
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. Has anyone done this previously, and if so how?
We will be looking to automate the Financial information daily as well.
If anyone has any suggestions or links which may be able to help, please comment them as I would love to take a look.
Thank you in advance,
Dylan
13 Replies
Hi Dyl_an,
If you mean get data to power bi side, it is possible. You can use web connector with QuickBooks rest API or QuickBooks connector to get data.
Power Query QuickBooks Online connector - Power Query | Microsoft Learn
QuickBooks Develop (intuit.com)
If you mean to integrate the QuickBooks dashboard to power bi side, I'd ;like to suggest check the QuickBooks Online connect app:
Power BI and QuickBooks Online: Finances Made Simple | Microsoft Power BI Blog | Microsoft Power BI
Regards,Xiaoxin Sheng
Hi Xiaoxin,
Thank you for the response.
Sadly, QuickBooks Desktop and Online are two different softwares and I don't believe the same options would apply to both.
I am going to try using the OBDC unless you may think of anything else that would work.
Best,
Dylan
ArynaPost Partisan
Hi Dyl_an , I have a ready-made silution for Quickbooks and Power BI connection that I can install for you.
Here is an example of such report: https://vidi-corp.com/connect-quickbooks-online-to-power-bi/
- Aryna
Hi Dyl_an , you can try Power BI connectors for Quickbooks. Here is one of the providers: https://vidi-corp.com/connect-quickbooks-online-to-power-bi/
They also provide free Power BI templates I know I'm a bit late, but I might as well help those in the future who look for this topic.
qodbc.com offers a free (to read only) ODBC connection directly to your QuickBooks company file. It's not particularly intuitive, but I was shown how to use it by someone already doing so, so I got lucky.
However, once it is set up, it's straight forward and doesn't need to be fussed with. I have no trouble getting or refreshing the data in Power BI desktop. Currently, my issue is getting it to play well with the personal gateway, but that's a struggle for another message board.
Hi,
were you able to get the Qodbc work with the gateway?
- Aryna
Hi there, you can check this Power Bi QuickBooks connector: https://vidi-corp.com/power-bi-quickbooks-online-connector/
This provider also offers free Power BI tempates with ready-to-use tables
