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

當您從 Power BI 連接到您的 QuickBooks Online 資料時,您會立即取得 Power BI 儀表板和 Power BI 報表,其針對您企業的現金流量、獲利率、客戶和其他項目提供深入資訊。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. 您可以使用原有的儀表板和報表,或是加以自訂,反白顯示您特別有興趣的資訊。Use the dashboard and reports as they are, or customize them to highlight the information you care most about. 資料會自動每天重新整理一次。The data is refreshed automatically once a day.

連接到 Power BI 的 QuickBooks Online 內容套件Connect to the QuickBooks Online content pack for Power BI.

注意

您必須是 QuickBooks Online 帳戶上的系統管理員,且以您的系統管理員帳戶認證登入,才能夠將 QuickBooks Online 資料匯入 Power BI。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.

如何連接How to connect

  1. 選取左側瀏覽窗格底部的 [取得資料] 。Select Get Data at the bottom of the left navigation pane.

  2. 在 [服務] 方塊中,選取 [取得] 。In the Services box, select Get.

  3. 選取 [QuickBooks Online],然後選取 [取得]。Select QuickBooks Online, then select Get.

  4. 針對 [驗證方法] 選取 [oAuth2] ,然後選取 [登入] 。Select oAuth2 for Authentication Method and select Sign In.
  5. 出現提示時,請輸入您的 QuickBooks Online 認證,並遵循 QuickBooks Online 驗證程序。When prompted, enter your QuickBooks Online credentials and follow the QuickBooks Online authentication process. 如果您已經在瀏覽器中登入 QuickBooks Online,可能就不會出現輸入認證的提示。If you are already signed in to QuickBooks Online in your browser, you may not be prompted for credentials. >[!NOTE] >您需要 QuickBooks Online 帳戶的系統管理員認證。You need admin credentials for your QuickBooks Online account.
  6. 請在下一個畫面中,選取您要連接至 Power BI 的公司。Select the company you would like to connect to Power BI in the next screen.

  7. 在下一個畫面中選取 [授權] 開始匯入程序。Select Authorize in the next screen to begin the import process. 這可能需要幾分鐘的時間,視您公司資料的大小而定。This can take a few minutes depending on the size of your company data.

    Power BI 匯入資料之後,您會在左側瀏覽窗格中看到新的儀表板、報表和資料集。After Power BI imports the data, you see a new dashboard, report, and dataset in the left navigation pane. 新的項目會以黃色星號標示*。New items are marked with a yellow asterisk *.

  8. 選取 QuickBooks Online 儀表板。Select the QuickBooks Online dashboard. 這是 Power BI 自動建立的儀表板,可顯示您匯入的資料。This is the dashboard Power BI created automatically to display your imported data. 您可以修改此儀表板,以您想要的任何方式來顯示資料。You can modify this dashboard to display your data any way you want.

接下來呢?What now?

疑難排解Troubleshooting

「糟糕!發生錯誤了。」“Oops! An error has occurred"

如果您在選取 [授權] 之後收到此訊息:If you get this message after selecting Authorize:

「糟糕!“Oops! 發生錯誤了。An error has occurred." 請關閉此視窗並再試一次。Please close this window and try again.

應用程式已由此公司的另一位使用者訂閱。The application has already been subscribed to by another user for this company. 請連絡 [管理員電子郵件] 來變更此訂閱。」Please contact [admin email] to make changes to this subscription.”

...這表示您公司的另一位管理員已經使用 Power BI 連接到您的公司資料。... this means another admin in your company has already connected to your company data with Power BI. 請向該管理員要求與您共用儀表板。Ask that admin to share the dashboard with you. 目前,只有一位管理員使用者可以連接至 Power BI 的特定 QuickBooks Online 公司資料集。Currently, only one admin user can connect a particular QuickBooks Online company dataset to Power BI. Power BI 建立儀表板之後,管理員可在同一個 Power BI 租用戶上與多位同事共用儀表板。After Power BI creates the dashboard, the admin can shared it with multiple colleagues on the same Power BI tenants.

「這個應用程式並未設定為允許來自於您的國家/地區的連線」"This app is not set up to allow connections from your country"

目前 Power BI 僅支援美國的 QuickBooks Online 版本。Currently Power BI only supports US editions of QuickBooks Online.

後續步驟Next steps

開始使用 Power BIGet started with Power BI

Power BI - 基本概念Power BI - Basic Concepts