使用 Power BI 连接到 QuickBooks OnlineConnect to QuickBooks Online with Power BI

从 Power BI 连接到 QuickBooks Online 数据时,你将立即获得一个 Power BI 仪表板和 Power BI报表,报表提供了关于业务现金流、盈利率和客户等的信息。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. 按原样使用仪表板和报表,或者对其进行自定义以突出显示你最关注的信息。Use the dashboard and reports as they are, or customize them to highlight the information you care most about. 此数据每天自动刷新一次。The data is refreshed automatically once a day.

连接到适用于 Power BI 的 QuickBooks Online 内容包Connect to the QuickBooks Online content pack for Power BI.

备注

若要将你的 QuickBooks Online 数据导入 Power BI,你需要是 QuickBooks Online 帐户管理员,并使用管理员帐户凭据进行登录。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.

如何连接How to connect

  1. 选择左侧导航窗格底部的获取数据Select Get Data at the bottom of the left navigation pane.

  2. 服务框中,选择获取In the Services box, select Get.

  3. 选择 QuickBooks Online,然后选择获取Select QuickBooks Online, then select Get.

  4. 对于身份验证方法,选择 oAuth2,然后选择登录Select oAuth2 for Authentication Method and select Sign In.
  5. 出现提示时,输入 QuickBooks Online 凭据,然后按照 QuickBooks Online 身份验证过程操作。When prompted, enter your QuickBooks Online credentials and follow the QuickBooks Online authentication process. (如果你已经在浏览器中登录到 QuickBooks Online,则可能不会看到凭据提示。)If you are already signed in to QuickBooks Online in your browser, you may not be prompted for credentials. >[!NOTE] >你的 QuickBooks Online 帐户需要管理凭据。You need admin credentials for your QuickBooks Online account.
  6. 在下一屏幕中选择你想要连接到 Power BI 的公司。Select the company you would like to connect to Power BI in the next screen.

  7. 在下一屏幕中选择授权以开始导入过程。Select Authorize in the next screen to begin the import process. 这可能需要几分钟时间,具体耗时取决于公司数据的大小。This can take a few minutes depending on the size of your company data.

    Power BI 导入数据后,你会在左侧的导航窗格中看到新的仪表板、报表和数据集。After Power BI imports the data, you see a new dashboard, report, and dataset in the left navigation pane. 新的项目会以黄色星号 * 标记。New items are marked with a yellow asterisk *.

  8. 选择 QuickBooks Online 仪表板。Select the QuickBooks Online dashboard. 此仪表板由 Power BI 自动创建,以显示你导入的数据。This is the dashboard Power BI created automatically to display your imported data. 你可修改此仪表板按所需方式显示数据。You can modify this dashboard to display your data any way you want.

下一步?What now?

故障排除Troubleshooting

“糟糕! 出现错误。”“Oops! An error has occurred"

如果在选择授权后出现此消息:If you get this message after selecting Authorize:

“糟糕!“Oops! 出现错误。”An error has occurred." 请关闭此窗口,然后重试。Please close this window and try again.

此公司的另一用户已订阅该应用程序。The application has already been subscribed to by another user for this company. 若要对此订阅进行更改,请联系 [ 管理员电子邮件 ]。”Please contact [admin email] to make changes to this subscription.”

...这意味着你公司的另一个管理员已使用 Power BI 连接到公司数据。... this means another admin in your company has already connected to your company data with Power BI. 联系该管理员以共享仪表板。Ask that admin to share the dashboard with you. 目前,只能有一个管理员用户可以将特定的 QuickBooks Online 公司数据集连接到 Power BI。Currently, only one admin user can connect a particular QuickBooks Online company dataset to Power BI. Power BI 创建仪表板后,管理员可以与多个同事在同一 Power BI 租户上共享此仪表盘。After Power BI creates the dashboard, the admin can shared it with multiple colleagues on the same Power BI tenants.

“此应用未设置允许来自你所在国家/地区的连接”"This app is not set up to allow connections from your country"

当前 Power BI 仅支持 QuickBooks Online 的美国版本。Currently Power BI only supports US editions of QuickBooks Online.

后续步骤Next steps

Power BI 入门Get started with Power BI

Power BI - 基本概念Power BI - Basic Concepts