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⇱ Visualize Live QuickBooks Online Data in Power BI (via CData Connect AI)

Visualize Live QuickBooks Online Data in Power BI (via CData Connect AI)

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Power BI Connector and CData Connect AI to integrate live QuickBooks Online data into custom reports in Power BI.

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 AI, you get access to QuickBooks Online data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to QuickBooks Online, connect to QuickBooks Online data from Power BI and then create reports on QuickBooks Online data in Power BI.

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

Connectivity to QuickBooks Online from Power BI is made possible through CData Connect AI. To work with QuickBooks Online data from Power BI, we start by creating and configuring a QuickBooks Online connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "QuickBooks Online" from the Add Connection panel
    3. 👁 Selecting a data source
  3. QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to QuickBooks Online data from Power BI.

Query QuickBooks Online Tables

Follow the steps below to build a query to pull QuickBooks Online data into the report:

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
  3. After signing in, click "Connect" 👁 Connecting to Connect AI
  4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
  5. Click Load to establish the connection to your QuickBooks Online data from Power BI

Create QuickBooks Online Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

👁 Visualizing data in Power BI (Salesforce data is shown)

Click Refresh to synchronize your report with any changes to the data.

Live Access to QuickBooks Online Data from Data Applications

With CData Connect AI you have a direct connection to QuickBooks Online data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating QuickBooks Online data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including QuickBooks Online) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.