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ScottFerguson Regular Visitor
Regular Visitor

Connect to specific company through Web Access without API-QuickBooks

I am attempting to access multiple companies through Quickbooks online - without using the services pack.

The work flow is:

>Get Data >Web > enter QuickBooks login page address

I am able to get in using the Basic setting for user name and password.

Here is where it breaks down - at this point I have to select from one of three companies.

Selecting a company is not an issue. However, when I atempt to add a table from another company Power BI displays a preset selection for QuickBooks in the connection screen complete with the icon - "Quickbooks Online".

I am able to select a different company from here by selecting "sign-in as a different user".

The issue is the tables from the previous company selection changes with the latest log-in - I do not see an option for designating "Quickbooks Online Company A". 

I tried saving a new PBIX file with a connection to Company B. When refreshed the model for Company A the setting populated from my last login (Company B).

I am not a programmer - I would prefer to create unique connection settings for each specific company using Web connect vs. using API if at all possible.

1 REPLY 1
Community Support Team
Community Support Team

Re: Connect to specific company through Web Access without API-QuickBooks

@ScottFerguson,

 

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Community Support Team _ Sam Zha
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