Forum Discussion

fhovey's avatar
fhovey
Advocate I
2 years ago

Quickbooks Online credentials

I'm logged into quickbooks online on Power BI desktop just fine and everything refreshes. I published it to my workspace and went to set an autorefresh and it asked me to log into QBO. I logged in bu...
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Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi fhovey ,

 

When using the Power BI service for automatic refresh, please ensure that the Power BI gateway is installed and correctly configured.

 

The gateway acts as a bridge between on-premises data and cloud services. It is essential for refreshing data sets that are not directly connected to cloud services.

 

The steps are as follows:

 

Select the gear icon in the upper right corner.

 

Click new in the upper left corner to configure data source information.


 

After the configuration is complete, go to the workspace and select semantic model.

 

Check that the information for the two options below is correct.

 

For more information on setting up and configuring your gateway, please see:

Manage your data source - import and scheduled refresh - Power BI | Microsoft Learn

 

When setting up dataset refresh in the Power BI service, make sure you select the correct authentication method for QuickBooks Online.

 

Edit the dataset settings in the workspace to verify and update this information.

 

If you have any further questions please feel free to contact me.

 

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

  • fhovey's avatar
    fhovey
    Advocate I
    2 years ago

    I got this error when trying to sign in after setting up the gateway

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Hi fhovey ,

       

      The error message "Error while reading configuration file:C:\Program Files\On-premises data gateway\m\ODBC Drivers\Simba Quickbooks ODBC Driver\QuickBooksODBC.mdef" means:

       

      There is a problem with the configuration file.

       

      Please make sure the file path is correct and that the file exists in this location.

       

      If the file or path is incorrect, please adjust it to the correct location.

       

      The error message "Unable to connect to the data source. Either the data source is inaccessible, a connection timeout occurred, or the data source credentials are invalid." means:

       

      There is a problem with the data source credentials or they have occurred.

       

      Please double check that the credentials used for the QuickBooks data source are correct, you may need to update or re-enter the credentials in the gateway configuration.

       

      If you have any other questions please feel free to contact me.

       

      Best Regards,
      Yang
      Community Support Team

       

      If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
      If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

      • fhovey's avatar
        fhovey
        Advocate I
        2 years ago

        But why would I need an on-prem gateway to begin with since QBO is online?

  • DamienBI's avatar
    DamienBI
    Frequent Visitor
    2 years ago

    Hi. Im having the same issue as this however my has been working previously for 2+ years and has only in the last week or 2 started getting this error. Nothing has changed my side. I didn't have to use a gateway previously but I have also tried with our gateway and it still doesn't work.

    Thanks

  • Lupin_III's avatar
    Lupin_III
    New Member
    2 years ago

    This is a work-around....but not a solution.  This is supposed to refresh in the cloud, not on a local on premise gateway.