Forum Discussion

Regular Visitor

9 years ago

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...

Anonymous

Not applicable

9 years ago

Hi zkett4111,

What is the result when you use Power BI Desktop to connect to QuickBooks Online?

Thanks,
Lydia Zhang

zkett4111

Regular Visitor

9 years ago

thanks, the desktop view clarified what was available in each data "table" one was simply a list that could cross reference to other parts of the data set. each table was more isolated that i assumed.

Anonymous
Not applicable
9 years ago
Hi zkett4111,

You can create relationships between different tables using appropriate field in Power BI Desktop and create reports by yourself.

Thanks,
Lydia Zhang
- EnochS
  Advocate II
  9 years ago
  Anonymous
  
  Is there a way to use the "fx Report" table/function that appears when connecting to QBO via Power BI Desktop?
  
  Here were my attempts but its says that i don't have credentials (even though I do and even used the owner's login info..)
  
  Any help or guidance would be very helpful..
  - Anonymous
    Not applicable
    9 years ago
    EnochS,
    
    Please take a look at the following similar thread.
    http://community.powerbi.com/t5/Integrations-with-Files-and/Quickbooks-Online-Report-function-urlFragment-parameter/m-p/239818/highlight/false#M12547
    
    Regards,
    Lydia

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quickbooks online

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