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Anonymous
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QBO Reports: Balance Sheet and ProfitAndLoss

Has anyone figured out a way to pull QBO reports, such as Balance Sheet and Profit and Loss?

I am attempting to migrate from another business intelligence dashboard company, and 55% of our visual metrics use QBO Balance Sheet or P/L. 


Note: Please refrain from commenting "Use one of these companies that will only charge you a few hundred dollars a month for a connector/app."

1 REPLY 1
v-jingzhang
Community Support
Community Support

Hi @Anonymous 

 

If you want to get data from your QBO reports into Power BI to create new reports, you can use a connector Power Query QuickBooks Online connector to bring in the data. Then you can use various visuals in Power BI to visualize them. 

 

If you want to use Power BI to create reports which are similar to reports in QBO, you can search similar example reports in Data Stories Gallery. These example reports are all provided by other Power BI users. Power BI doesn't have built-in reports for users to use directly, so you need to create reports on your own. Or you can also download an example report provided by other users and customize it per your need.  

 

If you are a Power BI beginner, it may be a little difficult at the start. You could refer to below links to find some helpful resources.

https://community.powerbi.com/t5/Desktop/Good-Source-to-Learn-DAX/m-p/537748 

Power BI on Microsoft Learn | Microsoft Docs

A Beginner's Guide to Learning Power BI the Right Way [2022 Edition]

Top 10 Free Resources To Learn Power BI In 2021

 

Best Regards,
Community Support Team _ Jing
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