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Get the Report →Import QuickBooks Online Data into the Power BI Service for Visualizations
Use CData Connect Cloud to connect to QuickBooks Online Data and provide access to live QuickBooks Online data for custom reports in the Power BI Service.
Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to QuickBooks Online data for visualizations, dashboards, and more. This article shows how to connect to QuickBooks Online in CData Connect Cloud, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on QuickBooks Online data in the Power BI service.
About QuickBooks Online Data Integration
CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:
- Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
- Read, write, update, and delete QuickBooks Online data.
- Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
- Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.
Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.
For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.
Getting Started
Configure QuickBooks Online Connectivity for Power BI Service
Connectivity to QuickBooks Online from Power BI Service is made possible through CData Connect Cloud. To work with QuickBooks Online data from Power BI Service, we start by creating and configuring a QuickBooks Online connection.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to QuickBooks Online through Connect Cloud.
- Navigate to the Users page and click Invite Users
- Enter the new user's email address and click Send to invite the user
- You can review and edit users from the Users page
Connect to QuickBooks Online from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "QuickBooks Online" from the Add Connection panel
- QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
- Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to QuickBooks Online data from the Power BI service.
Publish a Dataset from Power BI Desktop
Once you connect to QuickBooks Online in Connect Cloud, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
- Click "Sign in" and authenticate with your CData Connect Cloud account
- After signing in, click "Connect"
- Select tables in the Navigator dialog
- Click Load to establish the connection to your QuickBooks Online data from Power BI
- Define any relationships between the selected entities on the Relationships tab.
- Click Publish (from the Home menu) and select a Workspace.
Build Reports and Dashboards on QuickBooks Online Data in the Power BI Service
Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:
- Log in to PowerBI.com.
- Click Workspaces and select a workspace.
- Click Create and select Report.
- Select the published dataset for the report.
- Choose fields and visualizations to add to your report.
Live Access to QuickBooks Online Data from Cloud Applications
Now you have a direct connection to live QuickBooks Online data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating QuickBooks Online data.
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.