Reports from QBO

[paulburns]

I am trying to figure out if this service does what I need.    I do not need all the nice graphs, rather I am needing to create reports with QuickBooks online data.

Eg.   I would like to be able to pull data from QBO and create a report that says:

Weekly Actual    Weekly Budget     Variance  %     Monthly Actual   Monthly Budget Variance

Does this service create such Excel type reports that I can print and share?

Thanks

[abulman]

Were you ever able to create a budget to actuals report?

[v-sihou-msft]

@paulburns

When you connect the Quick Book Online content pack, it will generate a dataset on your Power BI Service. You can create your own report and dashboard with this dataset. See: QuickBooks Online content pack for Power BI.

You can also import data in Power BI Desktop, and create your own report and publish it onto Power BI Service.

Regards,

[EnochS]

@v-sihou-msft


I'm having some trouble with loading manual reprots with the "fx Report" table that is at the bottom. Can you please point me in the right direction on to properly use it? I tried to copy and paste the report url in, since the table of data is not listed in the navigator, but i keep running into a credentials issue even though i have administrator access and have even used the company owner's login info.. Anything will help..

[zkett4111]

I could also benefit from an answer here. 

although the general ledger has a category for cost of goods sold, it does not correctly cross reference with customer full name. i thought i was just missing something, but after consulting a regular powerBI user we're left without a solution.