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Power BI & QuickBooks Online – Operational Dashboard For QuickBooks Online Data

Posted by Sas Chatterjee on Jun, 22, 2022 12:06

Power BI & QuickBooks Online – Operational Dashboard For QuickBooks Online Data

Are you using Quickbook to manage accounts for your business and looking forward to getting more visuals and details on your expense/Income?

Well, Microsoft made it easy for you then,

QuickBook Logo

Power BI for QuickBooks Online lets you create an operational dashboard over your QuickBooks Online data. Power BI let you analyze your balance sheet, cash flow, profitability, customers, and vendors all in one place.

Explore your data visually through a free-form drag-and-drop canvas, a wide range of modern data visualizations, and an easy-to-use report authoring experience.

Ask questions, get answers

Imagine asking “Who are the top customers by revenue?” And getting a surprising, interactive visualization as an answer. With Power BI, you ask questions in natural language and get correct charts and graphs as your answer.

Let your data do the work for you

Want to target your most profitable customers? Power BI can help you get the biggest ROI by making it easy to find and act on great opportunities.

Microsoft provides the Power BI QuickBooks Online Connector that enables you to connect to your QuickBooks Online account and view, analyze, and report your company QuickBooks data in Power BI.

QuickBooks Online Connector It is a free and ready-to-use inbuilt data source in Power BI Desktop.

The QuickBooks Online Connector uses the QuickBooks ODBC driver. The QuickBooks ODBC driver is shipped with Power BI Desktop and no additional installation is required.

Connecting Power BI and QuickBook Online

Below are the steps to connect QuickBooks Online and Power BI

Step-1 – Open the get Data box, search for QuickBooks and select QuickBooks Online from the product-specific data connector, and click on connect

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Step-2 – Click on Continue in the Preview connector dialogue box.

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Step-3 – click on Sign in and sign in to your QuickBooks Online account.

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Step -4 -In the next window, fill in your credentials to log in to QuickBooks using 2FA

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Step-5 – After that select a company and then click on the Next button.

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Step-6 – After successfully signing in, select Connect.

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Step-7 – In the Navigator dialog box, select the QuickBooks tables you want to load. You can then either load or transform the data.

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known issues

Intuit no longer supports Microsoft Internet Explorer 11 (IE 11) for QuickBooks Online. When you use OAuth2 to authorize QuickBooks Online, only the following browsers will be supported:

  1. Microsoft edge
  2. Mozilla Firefox
  3. Google Chrome
  4. Safari 11 or newer (Mac only)

Conclusion

Analyze your business more deeply and understand where you are spending more, analyze your revenue, which product is performing better, and product sales by specific location/region. Tracking overall business operations, financial performance and a 360-degree view of consumers will become easier with the PowerBI Quickbook connector.

Sas Chatterjee
About the Author

Sas Chatterjee

Sas Chatterjee is a Senior Architect with EPC Group. His focus lies in making sure that the execution of each engagement is delivered in a forward compatible, best practices manner. Sas is an extremely devoted professional and takes each project he is assigned very seriously. During the project execution phase, Sas invests the time needed with his clients to gain a full understanding of their requirements and develops a roadmap for achieving their desired end goal.

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