University of Kwazulu-Natal

Quickbooks Online Connector For Power Bi

Bonisiwe Shabane
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quickbooks online connector for power bi

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.

Power BI QuickBooks Online connector by Vidi is the most convenient connector on the market as it solves multiple problems. Have you also spent dozens of hours trying to make the native Power BI QuickBooks Online connector work for your business? Have you also found it difficult to make your numbers in Power BI match to what you see in QuickBooks Online? Our connector offers an easy solution to this problem because of its convenient data format! All the data is grouped into tables like P&L, Balance Sheet, Cash Flow, etc. No need to blend the data from dozens of different tables as it is already blended for you by us!

You can also drill down to specific transactions that make up the values of your accounts. If you have multiple QuickBooks Online accounts (perhaps you run an accounting practice or a group of companies), you will need some way to combine their data together. Our Power BI QuickBooks Online connector allows you to connect to multiple companies and combine their data in a single file! Why reinvent the wheel and try to recreate the QuickBooks P&L, Balance Sheet and Cash Flow statements in Power BI yourself? Use our free QuickBooks Power BI template to visualise your financial statements in 5 minutes! Integrating QuickBooks with Power BI unlocks financial insights and streamlines reporting.

Top three methods include: Method 1: Automated ETL Tools like HevoLeverage Hevo’s no-code data pipelines to automate data sync between QuickBooks and Power BI, ensuring real-time updates while reducing manual effort and errors. Method 2: QuickBooks Online ConnectorUse the native QuickBooks Online connector in Power BI to directly import financial data for visualization and analysis. Method 3: Excel ExportsExport QuickBooks reports to Excel and then load them into Power BI, a manual but flexible approach for basic analysis. Use Cases: Track expenses, monitor cash flow, analyze sales trends, and compare budgets vs. actuals—all within Power BI dashboards.

Break free from data loading limitations and on-premises restrictions of QuickBooks Online reporting in Power BI. Easily connect Microsoft Power BI with live QuickBooks Online data for up-to-date visual analysis and reporting. Eliminate QuickBooks Online performance & query speed issues in minutes Large datasets often slow down reports and dashboards in Power BI due to its in-memory model. However, CData's Power BI Connector for QuickBooks Online overcomes these challenges with advanced query optimization and Direct Query support. By leveraging Direct Query, you can avoid loading your entire QuickBooks Online dataset into local memory and instead benefit from efficient server-side processing.

Breakthrough Power BI data volume and storage limits Power BI Pro imposes a 1GB dataset size limit, and even Premium workspaces have constraints on query performance. The CData Power BI Connector supports Direct Query, reducing the amount of data retrieved when analyzing QuickBooks Online data. Instead of loading the entire QuickBooks Online dataset, only the necessary subset of query results is returned for your reports, optimizing performance and efficiency. 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. The integration of QuickBooks Online (QBO) with Power BI has become a game-changer for financial analysis and reporting. This powerful combination allows businesses to transform raw financial data into actionable insights, enabling informed decision-making and strategic planning. The QuickBooks Online Power BI Connector is a tool that facilitates seamless data transfer between QuickBooks Online and Microsoft Power BI. This integration bridges the gap between your financial data and advanced analytics capabilities, offering a comprehensive solution for businesses of all sizes.

Let’s analyse the main functionalities of a QBO Power BI Connector. Automated Data Synchronization: The connector ensures that your Power BI dashboards are always up-to-date with the latest QuickBooks Online data, typically refreshing on a daily basis. User-Friendly Interface: With its drag-and-drop functionality, even those without technical expertise can create rich visualizations and interactive dashboards.

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