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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santosh11's avatar
santosh11
New Member
8 years ago

Hi Ernest,

 

I am santosh Menon from Invent UAE. We are using enterprise version of quickbook and we have plan to integrate QB to this BI tool.

I downloaded trial version of QQube and try to hook up data from Qbooks to QQube to my trial version of Power BI.

But its not working, while it shows sync is sucess and complete, data from QQube to BI is unsuccessful. Please advise.

 

Should i migrate to QB online?

or Please suggest solutions for this.

 

I can be reached on 00971 56 7518398 or [email protected]

 

Cheers

Santosh Menon

BetterIdeaGroup's avatar
BetterIdeaGroup
Helper II
8 years ago

Hi Santosh,

 

  Congrats on your progress so far !  Based on your description I am left wondering if you have Power BI Desktop installed and have opened any of the Power BI Example pbix files that are provided as a part of QQUBE ? If you open any of those are you seeing your data?

 

In the video I talk about publishing from Power BI desktop to the Powerbi site. That is a critical step to using the gateway since the gateway has to know what data to sync.   Can you confirm you have done that?  If you would like help getting these products to work I have a link that will let you Book a meeting .

 

re: switching to QuickBooks online (QBO)  - If you are using the Enterprise version of QuickBooks it's you would not be happy with QBO as it has only a subset of the functionality of QuickBooks Enterprise and is a VERY different interface.