Quickbooks Online credentials

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

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