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August 7, 2023
Question

In PowerBI, only the sum of 'cash and cash equivalents' is being displayed. I require access to the entire breakdown of the expenses category. Is it possible

  • August 7, 2023
  • 1 reply
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I am seeking assistance to establish a connection between QuickBooks and Power BI. However, during the connection process, only the sum of 'cash and cash equivalents' is being displayed. I require access to the entire breakdown of the expenses category. Your help in resolving this matter would be greatly appreciated."

1 reply

August 7, 2023

Thank you for visiting the QuickBooks Community, info-infobics. I'll share details of how third-party app transactions work in QuickBooks. Let me also route you to the right support staff to assist you further with this concern.

 

The downloaded data in QuickBooks Online depends on what PowerBI shares with us and how they're posted online. With this, I recommend contacting their Support Team, as they can provide details about how their app works in our program. Also, give you the actions to take in order to have access to the entire breakdown of the expenses category.

 

On the other hand, when the master admin in QuickBooks adds a user, they can manage the roles and limit access to specific tasks. They can also choose what users can see and do within different areas of QuickBooks. That said, the user's view depends on what master admin set them in QuickBooks. You can open this article to see extra details: User roles and access rights in QuickBooks Online.

 

Lastly, refer to this article if you need guidelines for effectively handling your business using QBO: Help guides for QuickBooks Online. It contains topics about advanced accounting, banking, and payments.

 

Feel free to add a comment below if you have other concerns about this or any QuickBooks-related matters. I'm always right here to help you, info-infobics. Have a great day!