Power BI Quickbook integration for Milford

Executive Summary

About Client

For almost 20 years, Milford has been a mediator of know-how and systems for improving urban spaces and landscapes throughout Scandinavia. The product range includes plans for planting urban trees, edging, plinth gutters, rainwater management, grass reinforcement, and wall planting. All have been created closely with leading architects, engineers, and landscapers, and they felt the need for Power BI Quickbook Integration, which Peritos completed successfully.
 

Location: Denmark

Project Background

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.

Scope & Requirement

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

Implementation

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Technology and Architecture

Technology 

The migration was deployed with the below technological component
• For Azure Dataverse-The underlying technology used was Azure SQL Database

• For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js

Security & Compliance:

  • Tagging Policies
  • Azure config for compliance checks
  • NIST compliance 
  • Guardrails
  • Security Hub

Backup and Recovery

Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups

 

Network Architecture 

  • Site to Site VPN Architecture using Transit Gateway
  • Distributed Azure Network Firewall
  • Monitoring with Cloud Watch and VPC flow logs. 

Cost Optimization 

  • Alerts and notifications are configured in the Azure cost 

Code Management, Deployment

  • Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client  

Challenges

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

Project Completion

Duration

 

 

 

 

Deliverables

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

Support

  • For all Licenses we implement we provide monthly billing with 20 days credit Terms. 
  • We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility 

Testimonial

 

 

 

 

 

 

 

 

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Evania Fernandes
building Manager
ultimate property group

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