QuickBooks Online To Power BI Connector
avtor: Vidi Corp LTD
Quickbooks Online To Power BI Connector
Quickbooks Connector by Vidi solves multiple problems:
- No need to recreate P&L, Balance Sheet and other reports from 100+ different tables! All the data is combined for you in an easy-to-use format
- Multiple QBO accounts can be combined in one dataset
- Enables QBO connectivity to any BI tool including Power BI and Excel
If you find a table that you need, please contact us. We customize our code to include more tables for you.
Our data format has been used by Vidi Corp to create the following dashboards which we offer to our clients as products
You will get access to this data through a database (Azure SQL Server or Big Query). This could be a database owned by you or Vidi Corp can host the data for you.
Profit and Loss Detail
This table returns the profit and loss statement. The data is broken down by day rather than aggregated for a time period. The statement can be broken down to transaction level and is available on both cash and accrual basis.
No need to reconstruct this statement with formulas!
If your P&L statement has more than three layers of hierarchy, those will be automatically captured by the connector.
CONTACT US TO GET THIS SOLUTION
Balance Sheet Detail
Just like the P&L statement, this table returns the data broken down by day. It also groups individual transactions to balance sheet accounts mirroring the hierarchy of accounts in your Quickbooks Online. The data is available both on cash and accrual basis.
Cash Flow
This table returns cash flow activity by account
Accounts Receivables
This table shows how much particular customers owe you and how long the payment was outstanding for.
CONTACT US TO SEE OUR QUICKBOOKS CONNECTOR IN ACTION
Budget
If you have multiple budgets in your company, we can extract data from all of them. Our connector can extract the budget table below. This table can be joined with “Budget Detail” using ID.
Budget detail
Budget detail contains the actual budget numbers. It can be joined with
Customer Sales Report
This table groups sales by customer so that you can analyse how much each customer spent with you.
Other tables
The tables mentioned above are unique to our connector. On top of that Vidi Corp is extracting some more standard tables including:
The data format for them can be viewed on QuickBooks website. Simply follow the hyperlink above