Hi everyone,
I am trying to pull reports from QuickBooks Online (QBO). I have managed to connect to QBO but don’t know how to use the “function” infront of the Report rwo where I am expecting to be pulling QBO reports. Has anyone used this before who can guide me as to how I can pull the reports to my Power BI.
Below is the view of the query editor:
@Jawed ,
Quickbooks Online connector does NOT allow you to bring in your reports, but rather you have the option of logging in and pulling the different tables of data. You then would have to recreate the reports within Power BI. The other option would be to export you Quickbooks Online Report into a CSV or Excel file, and then connect to the report that way, but that would involve you updating the file in order to have the most recent data.
Thanks
Jarrett
Thank you, @JarrettM. The way I have connected is working fine and I have managed to bring in the Aged Debtors report absolutely fine. However, I am trying to either connect to my Trial Balance or some of those reports already existing in the QBO. The Function button appearing on the screenshot takes me to this other page (See below) where I reckon I need to type in some kind of a link or something to invoke the pulling of the reports. That is where I am stuck and dont know what I need to do in order to invoke the function.
And by the way, I do use the excel upload option at the moment and no matter how much I try, there is always something not working fine. PLUS the data is not live so the users will always be missing the latest information.
@Jawed ,
Yes the Excel data would be old data.I would love to see how you are brining in reports through the connector. The one I use just allows me to bring in the tables of data where Quickbooks Data is stored.I don’t think you are able to bring in reports from Quickbooks online, unless something has changed recently.
Thanks
Jarrett
@JarrettM, the way I have pulled this information is by going to “get data” and selecting Blank Query. then type in “= QuickBooks.Tables()” in the formula bar and enter credentials when prompted. This will get you to where I am in the screenshots I have shared.
How do you get to your data tables? Do you use the usual QBO option that is available in the Get Data section or is there any other method that you use?
@Jawed ,
When I go to Get Data, I select Quickbooks Connector, and then prompted to login with my credentials. When using this method, you must have Admin rights within Quickbooks Online in order to use this connector.
Thanks
Jarrett
I have seen that. However, I have really struggled to select the right tab for invoices, bills, etc. Have you made use of them? Am keen to know which one of those can give access to the right info as I get lost when I drill down…
@Jawed ,
It is a bit of work, but I originally brought in all the tables that I could, and then went through them 1 by 1 to see what tables I needed. The tables are labeled pretty well, so at least there isn’t any weird naming to worry about.
Thanks
Jarrett
Hi @JarrettM, sorry to keep bothering you. I have been trying to solve this for a while but to no avail. So, I am really happy that you have worked on this so will be interested to know a bit more about your experience.
Firstly, when I try to pull Bills, Invoices, etc, I need to pull the info along with the Location and Class. We use the location option to charge income and expense to different departments, and classes for different projects. Therefore, I expand the tables that are in the QBO connector. As a result, I get several rows of the same invoice. Have you experienced this? If so, how have you overcome it?
Thank you
@Jawed ,
Please share the data you are having issues with, by exporting it to a Excel or CSV file. Then I’ll have a look at it to see if there is a way that the data can be cleaned in Power Query.
Thanks
Jarrett
Hi @JarrettM,
Before I see your message, I managed to fix the multiple rows issue. I was previously expanding all columns in the table. However, when I only expanded the columns that I needed, I have managed to keep them as one and no repeat.
Final question from me is on the multi-company part. Do you use multi-company and if so, how are you managing it. At the moment, when I change the entity, all information changes to the selected company and I am not able to pull two entities together. Any help will be much appreciated.
Thanks
@Jawed ,
Sorry, don’t use multi-company within Quickbooks. Send me an Excel file with the data that is causing you the issue, and I’ll have a look at it. Without seeing the issue, hard to come up with a solution for you.
Thanks
Jarrett
Hello @Jawed, just following up if you need help with your post?
If you still do, kindly send the files that @JarrettM is requesting above so he can help you further.
We’ve noticed that no response has been received from you since a few days ago. In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved.
