Forum Discussion
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...
Reports section in the native quickbooks connector doesn't allow you to do that. You will get aggregated data for the time period that you select through parameters.
I would recommend this connector instead: https://azuremarketplace.microsoft.com/en-us/marketplace/apps/vidicorpltd1717496723264.qbo-powerbi-connector?tab=Overview. All P&L data is combined in a single table. You can also drill down to transactions that make up value of every account, filter by day and see data on accrual vs cash basis. Same for Balance Sheet, Cash Flow, Account Receivables, Budget, etc.
Here are some dashboards that come free with this connector
Here is more info about it: https://vidi-corp.com/how-to-connect-power-bi-to-quickbooks-online-reports/