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ZNS1
July 23, 2020
Question

Integration of Quickbook and Power BI

  • July 23, 2020
  • 3 replies
  • 0 views

Does anyone know if it is Possible to integrate Quickbooks with Microsoft Power BI in such a way that we can see the invoicing data on quickbooks to our Dashboard on Power BI?

For example all the status of our invoices, such as pending, paid, etc, being displayed on the dashboard. 

If anyone can help with this would be great.

3 replies

S
ShiellaGraceA
July 24, 2020

Good news, @ZNS1.

 

QuickBooks Online (QBO) lets you connect with Microsoft Power BI. All you have to do is sync the app into QBO. Let me walk you through how.

 

  1. Open your QuickBooks account.
  2. Go to Apps, then search "Microsoft Power BI" in the field.
  3. Select the app, then Learn more.
  4. Click Buy now.

With these steps, you're able to sync the app to QBO. You can learn more about this app at this link here: https://quickbooks.intuit.com/app/apps/appdetails/powerbi/en-us/. 

 

I'll also share with you our page about apps just in case you need some reference to app-related concerns.

 

Please don't hesitate to comment below if you have other questions or concerns. We're always here to lend a hand. Thanks for posting and have a nice day ahead.

Ramm6
Ramm6
September 16, 2021

Hi @ShiellaGraceA!

 

Does QuickBooks Desktop allow us to connect to Microsoft Power BI as well?

 

Thanks!

Fiat Lux - ASIA
Fiat Lux - ASIA
September 16, 2021

@Ramm6 

I would recommend another BI app to integrate with QBD. The fee is lower and it offers many features.

https://go.zoho.com/M5c

 

    S
    serghio
    March 24, 2023

    Is it possible to integrate QuickBooks Desktop version with Power BI?

    If so, does it sync well?

    Thanks.

    J
    JamesAndrewM
    March 24, 2023

    Good to see you again, @serghio. Thanks for joining the thread and for posting a question. I'll share some suggestions to help you achieve your goal.

     

    You may want to find some third-party applications that allow you to pull raw data from various sources and create meaningful reports in the Apps for QuickBooks Desktop webpage or by following this link: https://desktop.apps.com/home.

     

    Once on the page, follow the steps below:

     

    1. Go to All Applications.
    2. On the search tab, type in the clue word of the specific app you're looking for.
    3. Click the magnifying glass to search.

     

    You can utilize this article to customize any report: Customize reports in QuickBooks Desktop.

     

    Thanks for dropping by. We're available 24/7 to tend to each of your concerns. Don't hesitate to post here again. Stay safe!

    S
    serghio
    April 12, 2023

    Thanks for the feedback James but I would llke to specifically found out if Power BI is able to connect to QuickBooks DESKTOP version and if so, if it works well. Thanks.

    N
    NSTT
    September 4, 2024

    I know I'm late to this party, but it will hopefully assist anyone looking for help, and the following solution should work as the initial OP was an online query, not QuickBooks Desktop.

     

    Tugger offer a free trial, and report templates that can be used to import data via an OData link.

     

    They only recently added support for QuickBooks and although I'm not an accountant, I come to this from the technical side, everything looking good so far.

     

    Setup is pretty straightforward: sign up > add your connector > wait for it to get your data > download the report template > import your data > Voila, a working report.

     

    They are easy to find via Google, but here's the link: https://tuggerapp.com/QuickBooksIntegration.

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