Connect Quickbooks To Power Bi With No Code Automation

Bonisiwe Shabane

-Dec 10, 2025, 6:39 PM

connect quickbooks to power bi with no code automation

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.

Build live dashboards, make secure, no‑code connections, and optimize decision-making using up‑to‑date financials with QuickBooks, Power BI, and CData. With support for both Import and Direct Query modes, the locally-installed CData QuickBooks Online Power BI Connector gives users the flexibility to leverage the query method best suited to their needs. CData Connect AI provides a streamlined way to integrate QuickBooks Online with Power BI Desktop and Power BI Service, delivering flexible connectivity options including OData feeds. Before diving into implementation, let's establish key terminology to ensure we're aligned on the technical concepts: OAuth: An open standard for secure, delegated authorization that lets apps access resources without sharing passwords OData: An open protocol for querying and updating data using REST URLs that Power BI can consume as a data feed

Direct Query: A Power BI mode that runs queries live against the source rather than importing data In this article, we will be exploring the below concepts, Suppose you have some business process working in SharePoint/Power automate where employees are filling timesheets and after approval, you want to generate invoices in Quick books online (QBO). Or you want to record expense(bill) in QBO once your vendor has submitted his invoice due to you, maybe via power apps forms or SharePoint online list. Office 365 products like SharePoint, Power Automate, Power apps will allow us to automate a business process like approval, review, etc. And once this process is completed, we wanted to do accounting entries in our accounting software (in this case Quick books online).

Create a Quickbook online account (if not already) by subscribing to the plan as per your requirement. For this sample, I have created a 30 days trial account. You can check different pricing available at this link, based on your country different pricing and subscription are available. You would need to create Intuit (company owning Quickbook) developer account. On the top menu, follow the last link to sign up. The below screen will open, fill in the below details.

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.

Connecting QuickBooks and Power BI unlocks a new level of financial reporting, allowing you to move beyond static reports and build dynamic, interactive dashboards. This guide will walk you through the various ways to link your QuickBooks data to Power BI, empowering you to visualize your financial health with clarity and confidence. We’ll cover everything from the simplest built-in connector to manual methods and best practices. Before jumping into the "how," it's helpful to understand the "why." While QuickBooks is fantastic for accounting, its reporting features have limits. Pairing it with Power BI, one of the leading business intelligence tools, gives you an immediate analytical upgrade. To ensure a smooth connection process, it's best to have a few things ready.

Setting this up beforehand will save you time and prevent unnecessary hurdles. The easiest and most common way to get your financial data into Power BI is by using the official connector built directly into Power BI Desktop. This method is straightforward and doesn’t require any third-party tools. Launch the Power BI Desktop application. On the Home ribbon, click on the Get Data button. This will open a window with a search bar and a list of all available data sources you can connect to.

If you’re a finance leader, CIO, or CFO who depends on QuickBooks + Power BI dashboards for real-time visibility, you’re in for a big change. Microsoft has officially started phasing out the native QuickBooks Online (Beta) connector in Power BI. That means your real-time insights could vanish overnight. But don’t panic, you still have options. Let’s break down what’s happening, why it matters, and how you can protect your dashboards before the deadline. What Is Changing With QuickBooks + Power BI?

Connect Quickbooks To Power Bi With No Code Automation

People Also Search

Create Dynamic Financial Reports Or Use The Ready-to-go Dashboard Templates

Here’s A Preview Of The Different Methods We Are Going

Microsoft Eliminated Their Native QuickBooks Online Connector In August 2025,

Automatic Dashboard Refreshes Run On Your Schedule. No Technical Knowledge

Build Live Dashboards, Make Secure, No‑code Connections, And Optimize Decision-making