Forum Discussion

Veritas's avatar
Veritas
New Member
9 years ago

Quickbooks

I want to develope a dashboard of financial statement data pulled from Quickbooks desktop.  What is the best way to pull in the data?  I would welcome guidance from any other users who have developed...
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v-qiuyu-msft's avatar
v-qiuyu-msft
Community Support
9 years ago

Hi Veritas,

 

Currently, Power BI provide the feature to connect to QuickBooks Online in Power BI Desktop and Power BI Service. See:

 

QuickBooks Online content pack for Power BI

 

 

 

In your scenario, if you can publish financial statement data from QuickBooks desktop to QuickBooks online, then you can use above way to retrieve data. Also there is already a idea about QuickBooks Desktop data source, you can vote on it: Quickbooks Desktop Version

 

Best Regards,
Qiuyun Yu

karaoan's avatar
karaoan
Kudo Kingpin
8 years ago

Hi Veritas

 

Another option for financial planning and reporting integrated with Power BI (but also including an Excel Add-in) is a solution called Clear Jelly (www.clearjelly.net) It enables you to automatically integrate and consolidate one or multiple entities even from different accounting systems (Xero, Quickbooks, Sage etc.) and load them in a cloud based data repository optimized for analysis. This typically gives you much better performance,  options to do proper consolidation as well as with Clear Jelly also
budgeting and planning features. 

 

You can trial it for free - maybe it covers what you are looking for. Of course more than happy to assist with questions.

 

Martin