Power BI Connector for QuickBooks

Name: Power BI Connector for monday.com
Brand: Alpha Serve
Rating: 5 (2 reviews)

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About
How it Works
Key Features
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Benefits
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Power BI Connector for QuickBooks is a no-code and user-friendly integration solution empowers users to seamlessly export data from QuickBooks Online to Power BI for improved reporting.

With an intuitive interface and enterprise-grade capabilities, this app provides a powerful solution for users seeking to streamline their financial reporting.

Whether you're a business owner, accountant, finance professional or data analyst, this integration solution is designed to meet your needs. With the Power BI Connector for QuickBooks, you can have a comprehensive view of your QuickBooks data and create customized financial reports based on chosen criteria.

Our app's advanced architecture ensures that you can rely on it to handle large amounts of data with no performance impact and guarantee data security.

How
it works

Find Power BI Connector for QuickBooks on the QuickBooks App Store. Install it on your QuickBooks Online company.

Create data source with required tables and fields you wish to export. Copy generated link and paste into Power BI OData Feed.

Select tables and fields you wish to load. Build graphs and dashboards in Power BI based on the imported QuickBooks data.

Install connector

Export data

Build reports

Key Features

No-Code Integration

Connect QuickBooks to Power BI without any coding skills. A user-friendly interface will ensure seamless usability without extensive technical knowledge.

Effortless Data Export

Effortlessly export QuickBooks data to Power BI within minutes and with no impact. Retrieve data related to Invoices, Accounts, Items, Customers, Bills, Preferences, Tax Agencies, Vendors, and more.

Custom Data Export

Benefit from the flexibility to select and export specific datasets, columns, or tables from QuickBooks to Power BI, allowing you to tailor QuickBooks reporting and focus on analysis. Apply filters for narrowed data export.

Automated Data Relationships

QuickBooks Power BI Connector app automatically establishes and recognizes relationships between different QuickBooks datasets or tables for import into Power BI.

Scheduled Refresh

Schedule QuickBooks data extract for building reports and dashboards in Power BI Server or Service based on actual data. Set refresh manually, schedule to a suitable time or on-demand.

Ensured Data Security

The Connector does not access, collect, or store any customers' information. All web requests are encrypted, digitally signed, authenticated, and authorized.

Gallery

Empower Data Analysis With Automatic and Intuitive QuickBooks Power BI Integration

Access, filter, and export your QuickBooks data into Power BI to make sense of complex data in minutes.

The Power BI Connector for QuickBooks provides advanced features to create custom QuickBooks reports. It offers filters that enable you to effortlessly generate reports tailored to your business needs. Filter your financial data by different criteria like date, customer id, sales term, transactional date, etc.

Customized Reporting

Save time and effort by automating day-to-day reporting. Our Connector auto-generates URL for no-code connection between QuickBooks and Power BI. It builds automated data relationships between tables and fields. While the automated data refresh in Power BI eliminates the necessity of manual data update with every change.

Automated Reporting

Easily access data from a single source of truth and create comprehensive financial reports for smarter decisions. With Power BI Connector for QuickBooks, you can effortlessly retrieve voluminous data related to Invoices, Accounts, Items, Customers, Bills, Preferences, Tax Agencies, and Vendors.