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locheachles's avatar
locheachles
New Member
6 years ago

Scheduled Refresh with QBO

Hello all,

Quick background--Recently I started building custom QBO reports for clients. I haven't worked with QBO in Power BI before this. I build these in Power BI desktop, with the QBO integrated data source, and then deploy to Power BI Pro to share as a Report. A few quick questions:

  1. Does anyone have any experience with QBO-Power BI Pro? What have you done to get the scheduled refresh working seamlessly? I've had issues recently where it just wigs out and the data is simply wrong/incomplete after a "successful" refresh. Then I have to remove and republish from Desktop (Manually refreshing in Desktop works as expected).

  2. Why do you have to use an on-premise gateway when QBO is in the cloud? I figure I may be missing something but the documentation seems to be clear (and I couldn't find anything on my normal forums) that you need the Gateway (and indeed this is what's "working" for me currently).

Thanks for any help. Due to some of these inconsistencies/frustrations I've considered 3rd party middleware like Skyvia/QQube/Stitch but would obviously want to avoid the cost and extra link in the chain if possible.

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