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DWJames Frequent Visitor
Frequent Visitor

Quickbooks Online. Can I use it on Desktop somehow?

Hi All,

I have Quickbooks Online successfully connected as a data source on my PowerBI desktop client, but this needs manual mapping of the table relationships, which isn't as obvious as I'd hoped.

So I found there is a content pack for Quickbooks Online with pre-filled relationships and reports, so I've added that in, but can only see how to do so on the PowerBI Online Workspace. 

It's giving me strange figures in the report which makes me wonder if the date format is set incorrectly for my region (UK) but I can't edit it in the online workspace.

Is there a way I can import the content pack to my desktop client or could someone help me out with the manual relationship mappings if not?

 

thanks, 

James

6 REPLIES 6
Community Support Team
Community Support Team

Re: Quickbooks Online. Can I use it on Desktop somehow?

Hi @DWJames

How about connect to power bi dataset using power bi desktop?

This power bi dataset is in power bi service and contains a content pack for Quickbooks Online with pre-filled relationships and reports.

 

Best Regards

Maggie

Community Support Team
Community Support Team

Re: Quickbooks Online. Can I use it on Desktop somehow?

Hi @DWJames

It is impossible to connect to a content pack with power bi desktop.

could you show some details about how you'd like to map the relationships?

Such as how many tables there are and which are the key columns among each table, ect.

 

Best Regards

maggie

Highlighted
bradfarley Frequent Visitor
Frequent Visitor

Re: Quickbooks Online. Can I use it on Desktop somehow?

It is possible. Do you still need help with this?

Peta_g Frequent Visitor
Frequent Visitor

Re: Quickbooks Online. Can I use it on Desktop somehow?

Hi Brad

 

Yes I need help with this - can you please enlighten me with your solution.

cheers

bradfarley Frequent Visitor
Frequent Visitor

Re: Quickbooks Online. Can I use it on Desktop somehow?

After you have successfully made your connection with Quickbooks via Power BI Pro (online), then from PBI Desktop,

1. add Data Source

2. Select "Power BI" category on the left hand side

3. Select "Power BI datasets"

4. Select the Quickbooks Online dataset

 

Give that a shot and let me know how it work.

Peta_g Frequent Visitor
Frequent Visitor

Re: Quickbooks Online. Can I use it on Desktop somehow?

Thanks @bradfarley 

sorry for the late response - I didn't see your reply.

Yep that works - but going through a direct link to the service does not allow me to edit the model or access query editor (free version anyway) & what's brought in is a mess.

 

I did find that a direct connection to QBO can now be made through:

Get Data

Online services

Quickbooks Online (beta)

 

now I just have to sort it into a decent model.

cheers

 

 

 

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