Data Analytics and BI (Business Intelligence) tools that help organizations make effective data-driven decisions are growing immensely in the market today. Power BI is one such BI (Business Intelligence) tool that helps companies leverage their customer data and build compelling reports and dashboards. This tool helps organizations carry out an informative analysis of their business & customer data and gain actionable insights.

Understanding a company’s finances and making business decisions become an essential part to grow a successful business. Companies generally use QuickBooks Power BI together to get deeper insights into how their business is performing.

QuickBooks Online is accounting software that helps businesses handle their finances and resources on time. QuickBooks Power BI Integration is a new process that helps businesses utilize the features and capabilities of both platforms optimally. By setting up QuickBooks Power BI Integration, you can visualize all your customer and financial transactions regularly and make strategic decisions from them.

In this article, you will learn how to set up QuickBooks Power BI Integration. You will also get an overview of both Power BI and QuickBooks Online to better understand these technologies individually. Read along to find out how you can integrate QuickBooks and Power BI for your business.

Prerequisites

  • A QuickBooks Online Account.
  • Access to the QuickBooks Online connector that uses the QuickBooks ODBC Driver.
  • Working knowledge of Power BI.
  • Working knowledge of Databases and Data Warehouses.

Methods to Set up QuickBooks Power BI Integration

Now that you have a basic understanding of QuickBooks and Power BI, let’s discuss how you can perform QuickBooks Online Data Analysis with Power BI. There are 2 methods you can use to set up QuickBooks Power BI Integration to analyze QuickBooks Online data with Power BI:

Method 1: Manual QuickBooks Power BI Integration

In this method, you use the QuickBooks Power BI Online Connector to connect your QuickBooks Online account so that you can view, analyze and report your company data on Power BI. The QuickBooks Online Connector leverages the QuickBooks ODBC Driver, which is shipped along with Power BI Desktop.

To do this, you need to have a QuickBooks Online account, username, and password. Your account must also support the Import functionality. Once you have done all this, you can follow the steps given below:

Step 1: Connect to your QuickBooks Online Account

To connect with QuickBooks Online, go to the Get Data Dialog Box and search for QuickBooks in the Search box, and select QuickBooks Online (Beta) from the product-specific data connector list and click on Connect. This is shown below.

Get Data Dialog Box - QuickBooks Power BI
Preview Connector Box – QuickBooks Power BI

Select Continue in the Preview Connector message.

Preview Connector Box - QuickBooks Power BI
Preview Connector Box

Step 2: Sign in to your QuickBooks Online Account

Select the Sign In option to log in to your QuickBooks Account and enter your QuickBooks credentials. In some cases, you will need to perform 2FA (2 Factor Authentication) as well. This is shown below.

Sign In Dialog box - QuickBooks Power BI
Sign In Dialog box
Entering Username and Password of your QuickBooks Account - QuickBooks Power BI
Entering Username and Password of your QuickBooks Account

Step 3: Choose your Company to set up Power BI

Select your company in the next dialog box and click on Next as shown below.

Selecting your Company - QuickBooks Power BI
Selecting your Company

Step 4: Connect your QuickBooks Online Account and Power BI

Once you have successfully signed in, click on Connect to connect your QuickBooks account with Power BI as shown below.

Connected to your QuickBooks Account - QuickBooks Power BI
Connected to your QuickBooks Account

Step 5: Select the Tables you want to Load or Transform on Power BI

Once you have successfully established a connection with Power BI, navigate to the Navigator Dialog Box and select the QuickBooks Tables you want to load or transform as shown below.

Navigator Box - QuickBooks Power BI
Navigator Box

That’s it! You have successfully set up QuickBooks Power BI Integration using the manual method!

Some of the Limitations of this Method include:

  • You must have a QuickBooks Online account to use this method.
  • You cannot use this method if your company is not listed on the QuickBooks Company page.
  • In case your QuickBooks Online account does not have an Import capability, you cannot use this method.

To overcome these limitations and integrate QuickBooks Online and Power BI quickly and efficiently, you can use Hevo’s No-code Data Pipelines. Check out the next method to understand how Hevo can help you integrate them within minutes.

Method 2: Using Hevo Data to Set Up QuickBooks Power BI Integration

Hevo Data Logo

Hevo Data, a No-code Data Pipeline helps you directly transfer data from QuickBooks and 150+ data sources to Business Intelligence tools such as Power BI, Data Warehouses, or a destination of your choice in a completely hassle-free & automated manner. Hevo is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.

Hevo takes care of all your data preprocessing needs and lets you focus on key business activities and draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination. Moreover, Hevo makes it easier to analyze QuickBooks Online data with Power BI.

Sign up here for a 14-Day Free Trial!

Hevo focuses on three simple steps to set up QuickBooks Power BI Integration:

  • Extract: Connect Hevo with QuickBooks Online and various other data sources by simply logging in with your credentials and extract information seamlessly.
  • Integrate: Consolidate your data from several sources in Hevo’s Managed Data Warehouse Platform and automatically transform it into an analysis-ready form.
  • Visualize: Connect Hevo with your desired BI tool such as Power BI and easily visualize your data to gain better insights.

Check out what makes Hevo amazing:

  • Secure: Hevo has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
  • Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
  • Minimal Learning: Hevo, with its simple and interactive UI, is extremely simple for new customers to work on and perform operations.
  • Hevo Is Built To Scale: As the number of sources and the volume of your data grows, Hevo scales horizontally, handling millions of records per minute with very little latency.
  • Incremental Data Load: Hevo allows the transfer of data that has been modified in real-time. This ensures efficient utilization of bandwidth on both ends.
  • Live Support: The Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
  • Live Monitoring: Hevo allows you to monitor the data flow and check where your data is at a particular point in time.

Method 3: Using Excel

The steps involved are,

The first step is to head on to on the top right corner of the report and select Export -> Export to Excel. Keep in mind the location where the exported file is saved.

In the next step, open the Power BI Desktop, click Get Data, and open ‘your file name” exported from QuickBooks-> select Excel from the options given.

Find your file from the list provided. Once you click on that, your exported file sets up a connection with Power BI. 

As given in the screenshot above, the data from the Excel file shows up. You can use a Power Query tool in Excel for preparing your data. Once its done, next step is to load to Power BI.

QuickBooks interface connector when using the QuickBooks interface. 

Select Get Data on Power BI desktop. Choose QuickBooks Online (Beta), select Connect. Next, you will need to “Sign in” to QuickBooks Online.

Using Navigator, you can select the tables you want to load. Select Load.

After this, you can go back to the Visualization view. Then, choose the Relationship view. A relationship will be formed by default by detecting like fields in each table.

Use Cases of Quickbooks to Power BI 

This integration helps users to combine account activity data with other data sources such as customer experience surveys. This will help you serve customers better. You can refresh the reporting data frequently as per your requirement and keep it updated before analysing the data.

Ways to Set up QuickBooks Power BI Integration

Hevo Data provides a hassle-free solution and helps you directly transfer data from QuickBooks Online to Power BI and numerous other BI tools without any intervention in an effortless manner. Hevo is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code.

Get Started with Hevo for Free

What is QuickBooks Online?

QuickBooks Logo

QuickBooks Online is an accounting software that is developed and maintained by Intuit. It was initially released in 1983 in its beta version and was officially released on Windows platforms in 2019. QuickBooks Online primarily focuses on small and medium-sized companies by offering On-premise and Cloud-based accounting applications.

QuickBooks Online has many capabilities including accepting Business Payments, Managing and Paying bills, and Payroll functionality.

QuickBooks Online has helped organizations keep track of their budget, handle their financial transactions and make the organization more data-driven while ensuring flexibility, security, and reliability in all their processes.

Key Features of QuickBooks Online

QuickBooks Online houses a wide range of features which makes it a better choice as compared to other accounting software. Some of these are as follows:

  • QuickBooks Online stores the details of an unlimited number of customers and suppliers.
  • It tracks all your Sales & Expenses and helps you understand how your business is performing so that you can make strategic decisions.
  • It helps design and create professional invoices, print or send them via email. It also helps you track who owes you money and whether or not you have been paid.
  • It is specially designed for Indian businesses as it helps you calculate Service Tax and VAT (Value Added Tax).
  • It also enables you to create professional-looking quotes and proposals for your customers and is compatible with all international currencies.
  • QuickBooks Online is completely web-based and hence, you don’t have to install or download traditional software or worry about Operating System compatibility. You can simply launch your web browser and use it.

With Quickbooks Power BI Integration, you can use the flexible accounting features of QuickBooks and the visualization abilities of Power BI, all in one package.

Click this link to learn more about QuickBooks Online.

What is Power BI?

Power BI Logo
Image Source: Sereviso

Power BI is a Business Intelligence tool from Microsoft. It helps users analyze data from various sources and build reports & dashboards. It can act as a stand-alone desktop application or as a completely managed Cloud-Based web service. While the Power BI Desktop comes as a free application, the Power BI Service is a paid offering based on subscriptions.

Microsoft also offers Power BI Mobile for people who want to keep an eye on their data on the move. Power BI also supports Analytical capabilities that can be embedded into custom web applications. It integrates seamlessly with most of the enterprise Microsoft offerings.

Power BI leverages the ability to connect with the most common databases that exist outside the Microsoft ecosystem and generate simple and interactive dashboards from them.

Key Features of Power BI

Power BI has a wide range of features that makes it a better choice than other BI tools. Some of these features are as follows:

  • It provides a wide range of attractive visualization templates to choose from. You can create reports and dashboards using as simple or as complex visualizations as you want to represent your dataset.
  • Power BI has a feature called “Get Data” that allows you to select a range of data sources anywhere from On-Premise to Cloud-Based, Unstructured to Structured, and many more. New data sources are updated every month.
  • Power BI enables you to filter your datasets to focus on smaller datasets first. This enables you to pay attention to individual data in the dataset rather than the complete dataset at once.
  • It allows you to customize your dashboards using a variety of visualization elements. The dashboards are shareable and printable.
  • Power BI offers content packs that contain Dashboards, Data Models, Datasets, Embedded Queries, and many more. You can directly use the elements in the content packs instead of looking for the elements separately.

With QuickBooks Power BI Integration, you can visualize your data effectively and monitor it regularly on the go.

Click this link to learn more about Microsoft Power BI.

Conclusion

This article gave you a step-by-step guide on setting up QuickBooks Power BI Integration. It also gave you an overview of both QuickBooks Online and Power BI along with their features. In addition, QuickBooks Online Data Analysis with Power BI will help your company to generate insights that will aid in your business growth. Because, you can make use of Power BI’s features to analyze and report better.

Overall, QuickBooks Power BI Integration can be set up using either the manual method or by using Hevo, but if time and ease of use are a parameter for you, using automated data platforms like Hevo help you to set up QuickBooks Power BI Integration seamlessly!

In case you want to integrate data from data sources like QuickBooks into your desired Database/destination and seamlessly visualize it in a BI tool of your choice such as Power BI, then Hevo Data is the right choice for you! It will help simplify the ETL and management process of both the data sources and destinations.

Want to take Hevo for a spin? Sign Up or a 14-day free trial and experience the feature-rich Hevo suite firsthand. Also checkout our unbeatable pricing to choose the best plan for your organization.

Share your experience of setting up QuickBooks Power BI Integration in the comments section below!

Aakash Raman
Former Business Associate, Hevo Data

Aakash is a research enthusiast who was involved with multiple teaming bootcamps including Web Application Pen Testing, Network and OS Forensics, Threat Intelligence, Cyber Range and Malware Analysis/Reverse Engineering. His passion to the field drives him to create in-depth technical articles related to data industry. He holds a Undergraduate Degree from Vellore Institute of Technology in Computer Science & Engineering with a Specialization in Information Security and is keen to help data practitioners with his expertise in the related topics.

Visualize your QuickBooks Online Data In Power BI Easily