Connect to QuickBooks Online with Power BI

When you connect to your QuickBooks Online data from Power BI you immediately get a Power BI dashboard and Power BI reports that provide insights about your business cash flow, profitability, customers, and more. Use the dashboard and reports as they are, or customize them to highlight the information you care most about. The data is refreshed automatically once a day.

Connect to the QuickBooks Online template app for Power BI.

Note

To import your QuickBooks Online data into Power BI, you need to be an admin on your QuickBooks Online account and sign in with your admin account credentials. You can't use this connector with QuickBooks Desktop software.

How to connect

  1. Select Apps in the left navigation pane > select Get apps in the upper-right corner.

    Get apps icon

  2. In AppSource, select the Apps tab, and search for the service you want.

    Apps tab in AppSource

  1. Select QuickBooks Online, then select Get.

    Get QuickBooks

  2. In Install this Power BI app? select Install.

    Install QuickBooks

  3. In the Apps pane, select the QuickBooks tile.

    Select the QuickBooks tile

  4. In Get started with your new app, select Connect.

    Get started with your new app

  5. Select oAuth2 for Authentication Method and select Sign In.

  6. When prompted, enter your QuickBooks Online credentials and follow the QuickBooks Online authentication process. If you are already signed in to QuickBooks Online in your browser, you may not be prompted for credentials.

    Note

    You need admin credentials for your QuickBooks Online account.

  7. Select the company you would like to connect to Power BI in the next screen.

    Almost ready in QuickBooks

  8. Select Authorize in the next screen to begin the import process. The process can take a few minutes depending on the size of your company data.

    Authorize QuickBooks

  9. After Power BI imports the data, you see the content list for your QuickBooks app: a new dashboard, report, and dataset.

  10. Select the QuickBooks dashboard to start the exploration process. Power BI created this dashboard automatically to display your imported data.

    QuickBooks dashboard

What now?

Troubleshooting

"Oops! An error has occurred"

If you get this message after selecting Authorize:

“Oops! An error has occurred." Close this window and try again.

The application has already been subscribed to by another user for this company. Contact [admin email] to make changes to this subscription.”

Oops! An error has occurred

... this error means another admin in your company has already connected to your company data with Power BI. Ask that admin to share the dashboard with you. Currently, only one admin user can connect a particular QuickBooks Online company dataset to Power BI. After Power BI creates the dashboard, the admin can share it with multiple colleagues on the same Power BI tenants.

"This app is not set up to allow connections from your country"

Currently Power BI only supports US editions of QuickBooks Online.

This app is not set up to allow connections from your country

Next steps

What is Power BI?

Basic concepts for designers in the Power BI service