With professional BI software, companies manage large amounts of structured and sometimes unstructured data from different sources not only to stay up-to-date on their operations but also to identify and develop new strategic business opportunities.
In this regard, the PowerBI QuickBooks integration is important to analyze and visualize data in Microsoft Power BI.
Power BI Connector for QuickBooks is an Enterprise-grade app that integrates QuickBooks Online with Power BI for seamless data export to streamline QuickBooks reporting process and gain deeper insights into your financial data.
What does Power BI Connector for QuickBooks do?
Power BI Connector for QuickBooks allows importing QuickBooks data related to Invoices, Accounts, Items, Customers, Bills, Preferences, Tax Agencies, Vendors, etc., including default fields and custom fields, into Microsoft Power BI easily and quickly.
Who finds Power BI Connector for QuickBooks useful?
The Power BI Connector for QuickBooks is useful for businesses of all sizes and industries that use QuickBooks Online as their accounting software. Whether you are a small business owner, accountant or financial analyst can operate the application, as it does not require any additional competence to start using it. The app allows you to create URL connections easily, without any specific knowledge from the user side.
It will also be appreciated by data analysts and business intelligence professionals who create the data models in Microsoft Power BI based on different data sources (PM, CRM, ITSM etc). However, those without an analytical background can still navigate Power BI and create data sources.
Why use Power BI Connector for QuickBooks?
QuickBooks is a very informative data source for any business running processes in QuickBooks. Therefore, adding QuickBooks as a data source into your Power BI makes your data landscape wider and allows you to drive timely decision-making and keep focus.
With its unique features and advanced reporting capabilities, yet easy of use, you will be able to create interactive visualizations and customized dashboards that are tailored to your business needs. You can also combine your QuickBooks data with data from other sources to get a more comprehensive view of your data. The ability to drill down into your data and see it from different perspectives can help you make better decisions and drive business growth.
Power BI Connector for QuickBooks Use Cases:
1. Create multiple data sources and easily fetch QuickBooks data to Power BI.
2. Use Basic filters with a user-friendly interface for creating data sources to fit your business analytics need. Search query would be generated automatically for you, but you can always modify it by hand.
3. Select what fields you actually want for exportAccounting and Finance teams
Accounting and finance teams can gain deeper insights into their company's financial data. They can create custom dashboards and visualizations to track key performance indicators (KPIs) such as revenue, expenses, and cash flow, and quickly identify trends and patterns. This can help them make informed decisions that improve the financial health of the company.
Sales teams
Sales teams can use Power BI Connector for QuickBooks to analyze customer data and track customer payments, manage their accounts, reducing the risk of loss and improving cash flow.
Operations teams
Operations teams can use Power BI for QuickBooks to optimize their operations and improve efficiency. With the reports based on actual QuickBooks data, they can track expenses and identify areas where costs can be reduced, such as excess inventory or inefficient processes. They can also use it to track purchase orders and manage their inventory.
How you can benefit from using Power BI Connector for QuickBooks?
Transform QuickBooks data into information and visualize it to make proper decisions and plan your future business strategies. Improve efficiency within your organization and, as a result, increase productivity.
Keep all your data together to create actionable insights.
Use the full potential of Power BI by different teams
Increase ROI from BI investments, and enhance data governance.
Interested? Feel free to contact us to book a live demo and see the app in action now!
