micapaxcpa's avatar
micapaxcpa
Frequent Visitor
7 years ago
Status:
New

Quickbooks Content Pack Dashboard Cash Flow includes Bill transaction type

In the content pack for quickbooks online, the cash flow visualization includes transactions with bill transaction type.  I think it is pulling everything from the accounts classified as cash, but I have clearing accounts that are in the cash classification, however contain transactions that are not cash transactions.  Is there a way to filter out the bill transaction type from this visualization?  Bill type is the green block on the 10/19 column, showing an increase in cash, however that is not accurate.

2 Comments

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    Icon for Community Support rankCommunity Support

    Hi micapaxcpa,

     

    There is pbit file of the Quickbooks content pack. You can open it in Power BI desktop then modify the report, publish it to your Power BI service. 

     

    Best Regards,
    Qiuyun Yu