Editing QuickBooks Online App in my Workspace

[alainabarca]

I'm looking to reformat the reports that are automatically created when I connect my Quickbooks data to the app in Power BI Service. I am unable to edit or move the report to my Workspace, while my colleague is able to do both. I am currently using the free trial for Pro, while my colleague is using a Pro License. Could it have something to do with limitations of the Pro Trial? We've tested using the same Quickbooks Online account.

[Anonymous]

1. Click the Gear icon.
2. Under Your Company, click Custom Form Styles.
3. To create a new template, click the New style button in the upper right-hand corner.
4. Select Invoice.
5. Go to the Design tab to edit the template name, logo, color, font, and margins.

[v-jiascu-msft · Accepted solution]

Hi @alainabarca,

It seems you need the old portals of the Services. There is an UI change recently. Please follow the guide in the snapshot.

In case you can't see the picture, "Get Data" -> "Service Content Packs" (hyperlinks in the bottom)

Best Regards,

Dale