Forum Discussion
quickbooks online
Customer full name does not seem to pull data entered as anythign other than general journal. is this correct/working as intended or am is there a particular expense/cogs item that must be used (i've tried them all at this point to no avail).
reporting seems to show the detail correctly in the column along with item/expense data but it doesn't seem to make it's way over to datasets
10 Replies
Hello,
categorizing data using Customer Name allows for income but not cost/expense detail except for general journal transactions. Is this currently working as intended or is there a specific category i must use to get the cutomer breakdown for cost items. Now I only see costs that were entered as general journal entries, but not for regular expense or item entries.
Hi zkett4111,
How do you connect to QuickBooks Online? Using QuickBooks Online content pack in Power BI Service or connect to QuickBooks Online in Power BI Dekstop?
Could you please post a screenshot about your scenario with sample data and expected data?
Thanks,
Lydia ZhangThanks for the response. I'm using https://app.powerbi.com connected to a quickbooks online file. Report>visualization>table (to id and chart once sources are clear)
it's clear that the income data correctly corresponds with the hundreds of customer:job categories in our file, but the cost/expense data does not seem to. I have tried to use other categories, in both the item and expense categirues as well as the expense and item categories from the general ledger but none seem to pull customer id'd data. the data is ID'd on the quickbooks side, as items entered with customer job details.
Hi
Thanks for sharing your QB Experience to us. I would also include some information it. When we transder all QuickBooks Online data to Quickbooks desktop this problem does'nt happens. In QuickBooks Online right side there is always a option Contact to our Support or Dial
1-888-771-0476 its a QuickBooks Official Number
