Forum Discussion
Connecting QuickBooks Online to Power BI via API (OAuth2) - Issue with Refreshing Access Token
I am attempting to connect QuickBooks Online to Power BI using the API with OAuth2 authentication. I have tried several methods to get the data, including:
- Power BI Web connector
- QuickBooks connector
- Custom connector (this was quite challenging to build, so I might have made some mistakes)
- Python script
Out of these methods, the Python script has been the most successful. However, I'm facing an issue where I need to manually change the access token every time I want to refresh the data.
I've created a function to fetch a new access token, but when I replace the static access token with this function in my data script, it doesn't work. I have also tried implementing this solution in the Web connector, but without any success.
Has anyone encountered a similar issue or could provide guidance on how to automate the access token refresh process within Power BI? Any help or suggestions would be greatly appreciated.
Thank you!
4 Replies
Hi novelmayank ,
You can refer the following links to get it:
Refresh the access token in Power BI embedded analytics | Microsoft Learn
Solved: Get token function for API request with dynamic ac... - Microsoft Fabric Community
Here is a quick summary of steps to take:1. Create static connection to your API using "Authorization" header and format it like "Bearer XXXXX" (It seems you have done this already
2. Create function for like this for querying your token.(I am connecting to to PBI rest API in this example: https://login.microsoftonline.com/{{tenant id}}/oauth2/token)
Here is an example of this:
() =>let
body = "grant_type=client_credentials&scope=https://analysis.windows.net/powerbi/api/.default&client_id="&client_id&"&client_secret="&client_secret&"&resource="&resource,
Data =Json.Document(Web.Contents("https://login.microsoftonline.com/"&tenant_id&"/oauth2/token",[Headers=[#"Content-Type"="application/x-www-form-urlencoded"],Content=Text.ToBinary(body)])),
access_token = Data[access_token]
in
access_token
Code explained:
1st We define what kind of body our request has
2nd connecting to data using web.contents. Here important thing is Headers3rd get token
Note: I am using parameters in my code for sensitive data. I recommend this for added security and dynamic options3. Replace your static token used in step 1 with the function name. E.g. DynamicToken()
Here is an exellent video about this where instead of service principal login (like in my case) they are using username and password: https://youtu.be/N8qYRSqRz84
Best Regards
Hi novelmayank , I used this Power BI connector and didn't have any issues: https://vidi-corp.com/connect-quickbooks-online-to-power-bi/
Some case studies are described there that might be helpfulHi novelmayank ,
May I ask if you were able to successfully connect to QuickBooks via the method provided by Aryna ?
Hi @novelmayank , I used this Power BI connector and didn't have any issues: https://vidi-corp.com/connect-quickbooks-online-to-power-bi/
Some case studies are described there that might be helpfulBest Regards
Hi novelmayank ,
I want to connect to Quickbook from Power BI, Can you please share the approch/ Python script you are using to connect with Quickbook??
