About Power BI Connector for QuickBooks

Owned by Anna Odrynska
Last updated: Mar 24, 2023 by Inna Kashuba
3 min read

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:

 

Accounting and Finance teams

 

Power BI Connector for QuickBooks can enable Accounting and Finance teams for more in-depth and customizable reporting capabilities. They can create reports that are tailored to their specific needs, including cash flow analysis, profit and loss statements, and balance sheets. Additionally, Power BI Connector can help teams identify trends and patterns in their financial data, allowing them to make more informed decisions about their finances

 

Sales teams

 

Sales teams track their sales performance more effectively with Power BI Connector for QuickBooks by providing actual reporting on sales data, such as customers, invoices, and bills. This can help them identify opportunities for upselling and cross-selling and optimize their sales process.

 

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 supplier performance and inventory levels.

 

Executive teams

 

Power BI for QuickBooks can help Executive teams with a comprehensive view of their business performance by consolidating data from QuickBooks Online with multiple data sources. They can use this data to create executive dashboards that provide actual insights into key performance indicators, such as revenue, profitability, and cash flow. This can help them make more informed decisions that drive business growth and improve profitability.

 

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 profitability.

  • 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.