Power BI report for QuickBooks
QuickBook is a leading software application for accounting and bookkeeping. One of our clients wanted to create Power BI reports for data analysis using data from Quick books application. In this case study we discuss:
- How we gathered client requirements and understood end-to-end flow of the entire process
- Set up the report in QuickBooks desktop version
- Integration between Power BI and QuickBooks
- Finally identifying the data that needs to be connected and syncing with Power BI to project reports