Power BI Integration With Quickbooks

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
Quickbooks - PowerBI integration


We used the below solution components to integrate QuickBooks to Power BI for data analysis, report creation and publishing these reports so that people across the organization can access the reports remotely . 

  • Using QQube as the Middleware to provide data to PowerBI
  • Schedule Data sync between QuickBooks and QQube
  • PowerBI Gateway to refresh the data in report from On-Prem QQube 
  • Date/Time based filtering of the data
  • Tree hierarchy based filters


We encountered some issues as below: 

  • QODBC connection using the QuickBooks company’s file had certain limitations for instance if QuickBooks is closed, then Power BI connection didn’t work and throwing error if there’s any popup window is open in QuickBooks
  • Finding the corresponding tables in QQube in accordance to QuickBooks was a time consuming task 
  • Ensuring this end-to-end integration did not hamper the data quality
Please fill in the details to download the case study.




    • Power BI reports
    • Data analysis and report generation feature capabilities 

    Other Case Studies

    • All
    • Case Study
    Case Study Machineroad

    Read more about how we integrated SAP with HubSpot APIS for one of our clients.

    We integrated the solution design to match the requirement and made it configurable to run for multiple clients on Hubspot.

    Read More →
    SAP Integration with 3rd Party – REST, WSDL based

    Read more to understand how we help clients to move to cloud from their existing system landscape. For instance, how we helped one of our clients to move their website hosted in WordPress to Azure. 

    Read More →
    Mailchimp Automation

    Read more about how Mailchimp can be used effectively and to manage your email channels and create automation using email to move your lead ahead in the buyer journey.

    Download the checklist to know more.

    Read More →
    Image Processing

    Read more about how we implemented an image processing application and did OCR and added algorithms to improve accuracy.

    Read More →
    Zoho Integration Case Study

    This case study Talks about how we integrated SQL server data to migrate to a New Zoho instance. It helps to save a lot of data migration and manual effort as we created the integration to use the existing APIs
    Read more to find out

    Read More →
    Power BI integration with Quickbooks

    Read about how we successfully integrated QuickBooks(an accounting software) with Power BI to generate custom reports and visualize updated data real time.

    Read More →