QuickBooks connection - how to connect to two different entities?

[PowerBIUser27]

Boss needs me to connect two "entities" and merge the data.

BUT when I go through the connection process > pick QuickBooks connector > enter account details via pop-up window > I then have to pick ONE entity via a drop-down (we have two entities, business A and B).

Power BI then uses these connection details for all of my QuickBooks data. I can't create a separate "login" and pick the other entity.

I CAN connect to both separately in different PBI files. But then I can't make the data merge.

Any ideas would be hugely appreciated!!

[v-pnaroju-msft]

Hi PowerBIUser27,

We are following up to see if your query has been resolved. Should you have identified a solution, we kindly request you to share it with the community to assist others facing similar issues.

If our response was helpful, please mark it as the accepted solution, as this helps the broader community

Thank you.

[v-pnaroju-msft]

Hi PowerBIUser27,

We wanted to check in regarding your query, as we have not heard back from you. If you have resolved the issue, sharing the solution with the community would be greatly appreciated and could help others encountering similar challenges.

If you found our response useful, kindly mark it as the accepted solution and provide kudos to guide other members.

Thank you.

[v-pnaroju-msft]

Hi PowerBIUser27,

We have not received a response from you regarding the query and were following up to check if you have found a resolution. If you have identified a solution, we kindly request you to share it with the community, as it may be helpful to others facing a similar issue.

If you find the response helpful, please mark it as the accepted solution and provide kudos, as this will help other members with similar queries.

Thank you.

[v-pnaroju-msft · Accepted solution]

Thankyou, @burakkaragoz, for your response.

Hi @PowerBIUser27,

We appreciate your inquiry through the Microsoft Fabric Community Forum.

Based on my understanding, the QuickBooks Online connector in Power BI employs OAuth, which binds a session to a single QuickBooks entity (company ID). Once authenticated, all queries within that session are limited to that particular entity. This is not a limitation specific to Power BI but stems from Intuit’s API design, which permits one company per OAuth token.

To connect and merge data from multiple QuickBooks entities, while remaining fully within the Microsoft ecosystem and avoiding manual exports, we recommend using Power BI Dataflows in combination with the Composite Model. This approach enables dynamic refreshes and eliminates the need for third-party tools or static CSV exports.

If you find our response helpful, kindly mark it as the accepted solution and provide kudos. This will assist other community members facing similar queries.

Should you have any further questions, please feel free to reach out to the Microsoft Fabric community.

Thank you.

[burakkaragoz]

Hi @PowerBIUser27 ,

Yeah, this is a known limitation with the QuickBooks Online connector in Power BI — it only allows one entity per connection session.

Here’s a workaround you can try:

1. Create two separate queries using the QuickBooks connector, each from a different Power BI Desktop file (as you already did).
2. Export each dataset to CSV or Excel from Power BI Desktop.
3. Then, in a new Power BI file, import both exported files and merge them as needed.

Alternatively, if you want to keep it dynamic and avoid manual exports:

• Use Power Query parameters to dynamically switch between entities (though this still won’t let you load both at once).
• Or consider using a third-party data warehouse or integration tool (like CData, Zapier, or Stitch) to pull both entities into a single source, then connect Power BI to that.

Let me know if you're open to using external tools or if you want help setting up the export-import method.

If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.

[PowerBIUser27]

That is, almost word for word, exactly what ChatGPT told me. Did you really just copy paste that in a help forum? The switching parameters won't even work at all, sounds exactly like AI slop. Please don't do this. 

[burakkaragoz]

Just to clarify, the earlier response I shared was based on my own experience dealing with similar QuickBooks multi-entity setups in Power BI. I’ve run into the same OAuth limitation before, so I tried to outline the workarounds that worked best for me. Especially using separate dataflows and composite models.

I didn’t use any external tools or AI to generate that reply, just figured I’d share what’s worked in practice. If you’ve tried a different approach or hit a specific blocker, happy to dig into it further.