University of Kwazulu-Natal

Connect Quickbooks To Power Bi Integration Automated Reporting

Bonisiwe Shabane
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connect quickbooks to power bi integration automated reporting

Create dynamic financial reports or use the ready-to-go dashboard templates with Coupler.io QuickBooks provides detailed reports that can be very useful to financial professionals. However, these reports can sometimes be overwhelming for stakeholders with different backgrounds – executives, marketers, and sales teams. By creating custom dashboards in Power BI, you can present QuickBooks data in easy-to-understand visuals. Below, we’ve introduced several ways to connect QuickBooks to Microsoft Power. Choose the best one for you to share financial insights, present results to stakeholders, collaborate across teams, and analyze data to make informed decisions.

Here’s a preview of the different methods we are going to discuss: Power BI used to offer a native connector that worked via the QuickBooks ODBC Driver to import data directly from QuickBooks Online. However, the connector was fully deprecated in August 2025. Moreover, Microsoft currently has no plans to release a new QuickBooks connector. QuickBooks generates detailed reports valuable to finance professionals, but these can overwhelm stakeholders from other departments—executives, marketing teams, and sales staff. Power BI dashboards transform QuickBooks data into clear visuals that improve financial communication, stakeholder presentations, cross-team collaboration, and data-driven decisions.

Microsoft eliminated their native QuickBooks Online connector in August 2025, removing it from Power BI Service and Desktop. Organizations now need reliable alternatives for financial data integration. This guide covers the most effective methods for connecting QuickBooks to Power BI, helping you choose the right approach for your needs and technical capabilities. Automated integration with Coupler.io. This reporting automation platform enables easy QuickBooks data export to Power BI. Setup takes minutes, with data transformation before loading.

Automatic dashboard refreshes run on your schedule. No technical knowledge needed for finance automation—it's a no-code solution. Includes pre-built templates for rapid dashboard creation. Manual data export. Download financial data as Excel files, then upload to Power BI. Simple but requires repeating the process for each update, becoming time-intensive for regular reporting.

Learn how you can supercharge your NetSuite capabilities through Power BI integration! Financial analysis is a crucial aspect of business decision-making, and QuickBooks integration with Power BI can significantly enhance this process. By combining the power of these two platforms, businesses can unlock valuable insights and make data-driven decisions. In this guide, we will explore the benefits, processes, and best practices for QuickBooks integration with Power BI, providing a comprehensive understanding of this powerful combination. QuickBooks Online is a popular accounting software solution that helps businesses effectively manage their finances and resources. On the other hand, Power BI is a business intelligence tool offered by Microsoft, which allows users to visualize and analyze data efficiently.

By using the Power BI service, businesses can effectively integrate QuickBooks Online and Power BI, utilizing the strengths of both platforms. This integration process can be achieved by using the data dialog box in Power BI to connect to QuickBooks Online and import the required data. Quickly integrate your QuickBooks data into Power BI with Windsor.ai ETL connectors. Turn raw financial data into valuable insights to control cost, optimize cash flow, and drive smarter business decisions. Forget CSVs. Stop copy/paste.

Connect data in 2 minutes. No code required. Connecting QuickBooks to Power BI through Windsor.ai helps you analyze your finances from every angle and unlocks the following key benefits: Windsor.ai automatically syncs QuickBooks data to Power BI, eliminating manual exports and custom scripts. Your financial metrics stay consistently updated for accurate daily analysis. I'm using the Quickbooks Online Connector for Power BI and I'm trying to connect to the Profit and Loss report, but I only see the basic tables like Account, Journal Entry, Bill, etc.

Is there a way to pull the Profit and Loss data into Power BI report? I see that there's API connections to the Profit and Loss Report in the API Developer Docs: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss Otherwise, if I can't get access with the built in connector, does anyone know what basic Quickbooks tables make up the Profit and Loss Report? I'd be more than ok with rebuilding the report if need be. It is a table of contents.

Click on the needed subheading and switch between parts of the article. Benefits of QuickBooks Integration with Power BI Key Features of QuickBooks Power BI Connector Step 1: Install Power BI Connector for QuickBooks Step 2: Create a Data Source in Power BI Connector for QuickBooks Learn how you can supercharge your QuickBooks capabilities through Power BI integration!

Team Ablaze CollectiveSeptember 20, 2024 • 8 min read Financial analysis is a crucial aspect of business decision-making, and integrating QuickBooks with Power BI can significantly enhance this process. By combining the power of these two platforms, businesses can unlock valuable insights and make data-driven decisions. This guide will explore the benefits, processes, and best practices for QuickBooks integration with Power BI, providing a comprehensive understanding of this powerful combination. QuickBooks Online is a popular accounting software solution that helps businesses manage their finances effectively. Power BI, a business intelligence tool from Microsoft, allows users to visualize and analyze data efficiently.

Integrating QuickBooks Online with Power BI enables businesses to utilize the strengths of both platforms to gain comprehensive insights into their financial data. By connecting these two systems, businesses can create interactive dashboards, custom reports, and detailed visualizations that provide a deep understanding of financial performance. Try these two ways of analyzing and reporting QuickBooks Online data using Microsoft’s Power BI Desktop Version. Please note: This item is from our archives and was published in 2022. It is provided for historical reference. The content may be out of date and links may no longer function.

Although accounting information systems offer vast value to accountants and their clients, they often lack the data analytical capabilities desired for creating additional value. QuickBooks, for example, provides basic analytical support through a powerful, affordable system for small and medium accounting applications. However, no matter how comprehensive systems like QuickBooks are in offering data analysis, accountants often want to do more to meet client needs. When a client needs more analytical capability than QuickBooks can provide, accountants can use additional technological tools, like Power BI, to conduct the analysis. They can perform detailed analyses of transactions, account reconciliations, and other analytical reviews when data is linked or loaded from QuickBooks into Power BI, moving them one step closer to providing desired client value. This article covers two ways to analyze and report QuickBooks Online data using Microsoft’s Power BI Desktop Version.

The first method, which we call the Excel-based approach, is fairly simple and uses Excel to retrieve data from QuickBooks and load data into Power BI. The second method, which we call the QuickBooks interface approach, is more complicated and uses the custom interface in Power BI to retrieve data directly from QuickBooks. Either method can be used to create a visualization like the one shown in the screenshot “Power BI Dashboard,” below. View videos illustrating the steps below at the bottom of this page.

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