Reply
Frequent Visitor
Posts: 14
Registered: ‎05-25-2016
Accepted Solution

Power BI Desktop - connect to multiple QuickBook Online accounts

Hi,

 

I'm a consulting CFO and want to create dashboards in Power BI Desktop for several Quickbook Online clients using the QBO Content Pack -- when I navigate the "Get Data/Online Services/Quickbooks Online" I am not provided with an option to "sign in" with a specific account -- the service defaults to the initial/existing client account (that was used to create the first set of dashboards) and I can't find a mechanism to sign in under a different/new Quickbooks Online account.

 

Can someone explain how to connect Power BI Desktop to multiple QBO accounts?

 

Thanks as always.


Accepted Solutions
Moderator
Posts: 2,180
Registered: ‎03-06-2016

Re: Power BI Desktop - connect to multiple QuickBook Online accounts

Hi @NorthernGuy,

 

In Power BI Desktop, please open File->Options and settings->Data source settings-> Global permission, find the data source connect to QuickBook Online. Then delete it or Edit the Permission like below:

 

q1.PNG

 

 

Best Regards,
Qiuyun Yu

View solution in original post


All Replies
Moderator
Posts: 2,180
Registered: ‎03-06-2016

Re: Power BI Desktop - connect to multiple QuickBook Online accounts

Hi @NorthernGuy,

 

In your scenario, as you are already signed in to QuickBooks Online in your browser, you may not be prompted for credentials. So you are not able to try different QuickBooks Online account.

 

If you are running IE browser, please delete stored Autocomplete data such as usernames, passwords, web addresses, and search queries. You can follow steps below:

 

  1. Open the Tools menu.
  2. Select Internet Options.
  3. Click Content.
  4. Under AutoComplete, click Settings.
  5. Click Delete AutoComplete history…
  6. To prevent AutoComplete in the future, make sure AutoComplete is deselected for User names and passwords on forms, and then click on OK.
  7. Restart the IE.

Also you can try to run the IE in InPrivate mode by clicking Start InPrivate Browsing to check if you are prompted to enter account when connecting to QuickBooks Online content pack.

 

If you have any question, please feel free to ask.

 

Best Regards,
Qiuyun Yu

Frequent Visitor
Posts: 14
Registered: ‎05-25-2016

Re: Power BI Desktop - connect to multiple QuickBook Online accounts

Hi Qiuyun,

 

This didn't work -- I want to confirm that I'm asking about connectivity through PowerBI Desktop.

 

I access my clients' QBO accounts through both Edge and Chrome -- I went to QBO and ensured that I was logged out and didn't automatically log in when accessing the QBO sign in page.  I then cleared all history from the beginning of time on both Edge and Chrome.  Then, opened PowerBI Desktop and navigated through Get Data to QBO connectivity -- when I click on QBO it automatically loads the table set from my initial client.  

 

As a next step, after some more digging around on this topic, I have an email addresss from this second client that I am trying to create the PowerBI Dashboard.  I went into PowerBI.com and created a new free account using this second email.  Then, I went back to PowerBI Desktop and "switched users" and logged into Desktop using my client email address.  And again, when Navigating through Get Data to the QBO connection, PowerBI loads my initial client, even though I'm logged in as a different user??

 

Hope you can help -- in my world, this is important to me!

 

Thanks.

Frequent Visitor
Posts: 14
Registered: ‎05-25-2016

Re: Power BI Desktop - connect to multiple QuickBook Online accounts

Hi,

 

As another step, which I didn't think would work, I went to QBO and logged in under the second company and then went back to PBI Desktop and tried to connect and of course, no change..... still connects to the initial company tables.

 

Thanks.

 

Moderator
Posts: 2,180
Registered: ‎03-06-2016

Re: Power BI Desktop - connect to multiple QuickBook Online accounts

Hi @NorthernGuy,

 

In Power BI Desktop, please open File->Options and settings->Data source settings-> Global permission, find the data source connect to QuickBook Online. Then delete it or Edit the Permission like below:

 

q1.PNG

 

 

Best Regards,
Qiuyun Yu

Frequent Visitor
Posts: 14
Registered: ‎05-25-2016

Re: Power BI Desktop - connect to multiple QuickBook Online accounts

Voila!  Thank you.

Frequent Visitor
Posts: 8
Registered: ‎03-20-2017

Re: Power BI Desktop - connect to multiple QuickBook Online accounts

Hi,

Thanks for sharing your QB Experience  to us. I would also include some information it. When we transder all QuickBooks Online data to Quickbooks desktop this problem does'nt happens. In QuickBooks Online right side there is always a option Contact to our Support or Dial
1-888-771-0476 its a QuickBooks Help Number