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cierra_childress
June 9, 2023
Solved

Custom Fields in Power BI

  • June 9, 2023
  • 3 replies
  • 0 views

Hey!

 

I have connected to Power BI Desktop with the QBO connector but find that I am unable to locate the table that houses my custom fields. I see some of them, but not the one I am specifically looking for. Is there a resource that states all of the tables used and the modules that use them?

 

Thanks!

Best answer by Bryan_M

Power BI connection where I can select the tables to pull data from.


Hey there, @cierra_childress.

 

Let me route you to the best help possible about this matter. You can contact the Intuit Product Developer community by clicking this link: https://developer.intuit.com/app/developer/qbo/docs/get-started. They will assist you in achieving your goal.

 

If you have additional questions, never hesitate to post them back here. Take care, and have a good day.

3 replies

J
jamespaul
June 9, 2023

Hello, Cierra. 

 

I'd like to help you out with your table but I would need to dig a little deeper on this. 

 

Are you referring to the tables as the report columns in QuickBooks? If so, are you looking for an article that states the listed data shown in the report or from your transactions? 

 

And just to add a little bit more and ensure that your data is reported successfully in Power BI, do you also have the same custom fields in QuickBooks? 

 

More details would definitely help. 

 

Thanks! 

C
cierra_childressAuthor
June 9, 2023

Hey jamespaul,

 

Any help is much appreciated! We have added the custom field "Project Manager" as shown in the image attached. We see this field on the customer details tab in Customer, as well as the tab where you create a new customer. I would like to use that field to report against in Power BI, but do not know where that field is stored on the database. I do not see it on the customer data table.I will try to provide other attachments as responses.

 

Thanks!

Cierra

 
C
cierra_childressAuthor
June 9, 2023

Custom field on new customer tab.

A
Andriy_go4CFO
July 1, 2023

Hi Cierra,
did you get help on seeing your custom field in Power BI? If yes, what was the solution? I'm having same problem

Thanks

R
RoseJillB
July 1, 2023

Hi there, 9130.

I’ve noticed that you posted a similar concern to this forum concerning locating custom fields added to a customer’s dictionary in QuickBooks Online (QBO). Having that said, one of my colleagues has already answered this one. If you’re not yet notified of his response, you can go to this link to be routed accordingly: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-custom-fields-spreadsheet-sync/01/1281283/highlight/true#M133994 

Keep me posted if you have more concerns in any QuickBooks-related matters. The Community always has your back. Have a good one!

M
MichaelTomar
April 30, 2025

The native Power BI connector for QuickBooks Online doesn't support custom fields - this is a known limitation. If you need to include custom fields in your reports, consider using a third-party integration tool. For instance, Skyvia allows you to replicate your QuickBooks data, including custom fields, to a database or data warehouse, which you can then connect to Power BI for more comprehensive reporting.

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