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ctedesco3307
Resolver II
Resolver II

Custom Fields in QuickBooks

 

Hi All – trying to use the QuickBooks  Beta connector to report on my QuickBooks data. I created some custom fields for my estimates, I thought the  connection from the Estimate_CustomField table would show me those fields but the values I get from that are not the custom values I set up for Estimates.

 

Does anyone know where / if I can get these fields into PBI?

 

Thanks in advance

 

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ctedesco3307_1-1653060127985.png

 

 

 

2 REPLIES 2
yingyinr
Community Support
Community Support

Hi @ctedesco3307 ,

Please review the following links, hope they can help you.

Convert Rows to columns

Power BI: Pivot and Unpivot Columns

Retrieve Custom Fields

Data in Custom Fields not showing in report

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thanks for the response but no, none of these are what I'm looking for I'm using the QB Beta connector in PBI, not running QB reports. Not sure what the Pivot tables as to do with it. Looking at the QB API is not a bad idea though, but I have the connector in use for my other tables so wasn't sure why I was not seeign expected results in this one. 

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