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Import QuickBooks Data into the Power BI Service for Visualizations
Use CData Connect Cloud to connect to QuickBooks Data and provide access to live QuickBooks 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 data for visualizations, dashboards, and more. This article shows how to connect to QuickBooks in CData Connect Cloud, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on QuickBooks data in the Power BI service.
About QuickBooks Data Integration
CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:
- Access both local and remote company files.
- Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
- Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.
Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.
Getting Started
Configure QuickBooks Connectivity for Power BI Service
Connectivity to QuickBooks from Power BI Service is made possible through CData Connect Cloud. To work with QuickBooks data from Power BI Service, we start by creating and configuring a QuickBooks connection.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to QuickBooks 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 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" from the Add Connection panel
- Navigate to the Permissions tab in the Add QuickBooks Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to QuickBooks data from the Power BI service.
Publish a Dataset from Power BI Desktop
Once you connect to QuickBooks 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 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 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 Data from Cloud Applications
Now you have a direct connection to live QuickBooks data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating QuickBooks 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.
