Scheduled Refresh with QBO

[locheachles]

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.

[v-joesh-msft]

Hi @locheachles ,

You can connect QuickBooks Online in  power bi service or power bi desktop and based on my knowledge, neither way requires a gateway.

If you use an integrated data source to connect, such as CData Cloud Hub/Stitch/Skyvia, it replicates the data and loads it into a data warehouse, so it is necessary to have an on-premise gateway.

For "scheduled refresh data incomplete", there may be multiple reasons, you can try to upgrade the on-premise gateway.

Here are some posts that are similar in your situation, I hope to help.

https://community.powerbi.com/t5/Service/Chart-contents-disappears-after-scheduled-refresh/td-p/1186...

https://community.powerbi.com/t5/Service/Data-not-complete-after-refresh/td-p/25175

Best Regards,

Community Support Team _ Joey
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