Power BI Quickbook integration for Milford

This case study probes how we successfully incorporated Power BI Quickbook Integration for a seamless user experience for our client.

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      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

      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

       

       

       

       

       

       

       

       

      Feedback image
      Evania Fernandes
      building Manager
      ultimate property group

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