Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Memo Field From QuickBooks Online

I am working to implement our expense report through Power Bi using QuickBooks Online Data. I successfuly imported the data, and since they don't automatically import the General Ledger, I created a query using the following formula in the advanced query editor.

 

let
Source = QuickBooks.Tables(),
generalledger = Source{[Key="generalledger"]}[Data]
in
      generalledger

 

I was able to pull in the general ledger just fine, but it is missing the memo/description field. Is there a way for me to pull this information in? 

 

 

Need Help
Tips and Tricks

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Hi Anonymous ,

     

    Power BI Desktop support you to connect to QuickBooks Online directly. Here I suggest you to try QuickBooks Online (Beta) connector to get data.

    For reference: QuickBooks Online (Beta)

    You can get all fields you can get in Power BI after you sign in QuickBooks Online.

     

    Best Regards,
    Rico Zhou

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Hello, 

       

      I am connected to QuickBooks with the direct connection. However, the direct connection does not bring in the General Ledger information.

       

      I was able to solve this by using the information found here. 

       

      The issue is this solution got me all the information I need except for the memo/description of the general ledger. 

       

      Thanks