Reply
Frequent Visitor
Posts: 5
Registered: ‎03-10-2017

quickbooks online

Customer full name does not seem to pull data entered as anythign other than general journal. is this correct/working as intended or am is there a particular expense/cogs item that must be used (i've tried them all at this point to no avail).

 

reporting seems to show the detail correctly in the column along with item/expense data but it doesn't seem to make it's way over to datasets

Frequent Visitor
Posts: 5
Registered: ‎03-10-2017

Re: quickbooks online customer & reporting

Hello,

categorizing data using Customer Name allows for income  but not cost/expense detail except for general journal transactions. Is this currently working as intended or is there a specific category i must use to get the cutomer breakdown for cost items. Now I only see costs that were entered as general journal entries, but not for regular expense or item entries.

 

 

Moderator
Posts: 2,504
Registered: ‎03-10-2016

Re: quickbooks online

Hi @zkett4111,

How do you connect to QuickBooks Online? Using QuickBooks Online content pack in Power BI Service or connect to QuickBooks Online in Power BI Dekstop?

Could you please post a screenshot about your scenario with sample data and expected data?

Thanks,
Lydia Zhang

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

Re: quickbooks online

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 Official Number

Frequent Visitor
Posts: 5
Registered: ‎03-10-2017

Re: quickbooks online

Thanks for the response. I'm using https://app.powerbi.com connected to a quickbooks online file. Report>visualization>table (to id and chart once sources are clear)Report>visualization>table (to id and chart once sources are clear)

 

it's clear that the income data correctly corresponds with the hundreds of customer:job categories in our file, but the cost/expense data does not seem to. I have tried to use other categories, in both the item and expense categirues as well as the expense and item categories from the general ledger but none seem to pull customer id'd data. the data is ID'd on the quickbooks side, as items entered with customer job details.

Frequent Visitor
Posts: 5
Registered: ‎03-10-2017

Re: quickbooks online

can you clarify what you mean by transfer to qb desktop? is there some data bi doesn't access via QBO?

Moderator
Posts: 2,504
Registered: ‎03-10-2016

Re: quickbooks online

[ Edited ]

Hi @zkett4111,

What is the result when you use Power BI Desktop to connetc to QuickBooks Online?

Thanks,
Lydia Zhang

Frequent Visitor
Posts: 5
Registered: ‎03-10-2017

Re: quickbooks online

thanks, the desktop view clarified what was available in each data "table" one was simply a list that could cross reference to other parts of the data set. each table was more isolated that i assumed.
Moderator
Posts: 2,504
Registered: ‎03-10-2016

Re: quickbooks online

Hi @zkett4111,

You can create relationships between different tables using appropriate field in Power BI Desktop and create reports by yourself.

Thanks,
Lydia Zhang

Regular Visitor
Posts: 23
Registered: ‎01-06-2017

Re: quickbooks online

[ Edited ]

@v-yuezhe-msft

 

Is there a way to use the "fx Report" table/function that appears when connecting to QBO via Power BI Desktop?

 

Here were my attempts but its says that i don't have credentials (even though I do and even used the owner's login info..)

 

 QBO 1.JPGQBO 2.JPGQBO 3.JPGQBO 4.JPGQBO 5.JPGQBO 6.JPGQBO 7.JPGQBO 8.JPG

 

 

 

 

Any help or guidance would be very helpful..