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Tekell09's avatar
Tekell09
Frequent Visitor
2 years ago

Quickbooks Online to Power Query

Currently, I have setup a schedule to deliver a custom report from Quickbooks Online to my OneDrive. It is an .xlsx file. I have copied the web path of the file and am using a Web Connection with the...
Need Help
Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi Tekell09 

 

Please first check whether the data is populated correctly in the xlsx file in your OneDrive. Ensure the correct data is delivered to your OneDrive by Quickbooks Online. 

 

If the data is correct in OneDrive but not correct in Power Query Editor, please try connecting another xlsx file (which is not delivered by Quickbooks Online) located in your OneDrive and check if data in this common xlsx file can be displayed in PQ successfully. 

 

In addition, Power BI has a built-in QuickBooks Online connect which enables users to connect to their QuickBooks Online account directly. This may be an alternative. You could have a try!

Power Query QuickBooks Online connector - Power Query | Microsoft Learn

 

Best Regards,
Jing
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  • Tekell09's avatar
    Tekell09
    Frequent Visitor
    2 years ago

    Thanks for your reponse. The data formatting is "custom" ( ...in the.xlsx file ) when it comes over from QuickBooks Online. When I manually change it from "custom" to "general" it fixes the issue. However, I can't make this manual change daily.

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Does Power Query Editor generate an auto "Changed Type" step after connecting to this Excel file? If removing this step, will it get the correct data?