Last updated: October 1, 2024 at 09:37 AM
Summary of Reddit Comments on QuickBooks and Power BI
QuickBooks Power BI Connector
- QuickBooks Online (QBO) can be connected to Power BI using a connector. Some users reported issues with the stock Power BI connector in QuickBooks Online, leading them to develop their own connectors for P&L, Balance Sheet, Cash Flow, etc.
- Some users faced challenges with connecting multiple QuickBooks tenants to Power BI and encountered difficulties with nested subaccounts.
- Requests were made for QuickBooks to provide a GL transactions endpoint in tabular format to facilitate data integration.
- Users sought guidance on various issues, such as ODBC errors, data refresh problems, animations in dashboards, custom visuals, and formatting rows in pivot tables.
- Other tools such as SeedMetrics and Tugger were recommended as alternatives for QuickBooks reporting in Power BI.
Power BI Dashboards Tips and Features
- The Reddit thread included discussions on Bookmarks, Custom filters, Dynamic visuals, and other Power BI features.
- Users provided suggestions for improving dashboard aesthetics, such as aligning text, choosing colors, and adjusting font sizes.
- The Workout Wednesday challenges were recommended as a resource for enhancing Power BI skills through weekly challenges.
- Tips were shared on setting up QuickBooks Power BI integration, including using a connector for automated data export.
Suggestions and Feedback
- Users offered feedback on dashboards, reporting services, and financial statement reporting templates in Power BI, highlighting areas for improvement.
- Recommendations included using the Pre-built Power BI QuickBooks connector, Excel/CSV export, or setting up QuickBooks integration through detailed guides.
Other Comments
- Some users expressed difficulties switching from Google Sheets to QuickBooks and the complexity of financial transactions.
- A user shared a success story of guiding a client through a transition from Google Sheets to QuickBooks.
- Various Power BI resources, such as QuickBooks report examples and guides, were shared to assist in data integration and reporting processes.
These comments collectively provide insights into the challenges, successes, and solutions related to integrating QuickBooks Online data with Power BI for enhanced reporting and analysis. Different tools, connectors, and resources were discussed to help users optimize their data visualization and reporting workflows.
