Connect QuickBooks to Power BI
Use Coupler.io to connect QuickBooks to Power BI without any technical expertise. Collect, organize, and make various transformations to your data in a few simple steps. Get clear, informative reports that drive impactful financial decisions.
Connect QuickBooks to Power BI with Coupler.io to simplify reporting
Get and prepare data effortlessly
Export QuickBooks to Power BI without any coding skills at hand. Transform your data in multiple ways, customize a schedule for auto-updates, and combine records from numerous sources in a single web application.
Automate reporting tasks
Coupler.io lets you easily automate data imports from QuickBooks to Power BI. Minimize the manual effort you spend on reporting and have your data visualized with our free templates of dynamic interactive dashboards.
Stand out as a data-driven expert
Prove your expertise to clients and stakeholders by delivering near real-time, illuminating reports. Thanks to Coupler.io's analytics, you can free up your schedule from manual data imports and perform strategic tasks instead.
Export data from QuickBooks to alternative destinations
Quick start with Finance dashboard templates
Automate data exports from QuickBooks to Power BI with just a few clicks.
What to export from QuickBooks to Power BI
Bill
Export bill data from QuickBooks to track payables, monitor vendor transactions, and manage cash flow effectively. This information will help you understand outstanding liabilities, forecast expenses, ensure timely payments to vendors, optimize financial operations, and maintain healthy vendor relationships.
Budget
You can also connect QuickBooks to Power BI to import budget data for comprehensive financial analysis and planning. This dataset enables comparison between actual and projected expenses, identification of variances, and the alignment of financial goals with organizational objectives, enhancing fiscal responsibility.
Deposit
Load deposit information to monitor incoming revenue, track customer payments, and analyze cash inflows. It provides visibility into revenue trends, facilitates the reconciliation of accounts, supports cash management decisions, and allows you to optimize revenue generation and ensure financial stability.
Payment
Thanks to payment data from QuickBooks, you can analyze outgoing expenditures, manage cash outflows, and improve payment processes. It empowers you to explore expenditure patterns, keep track of expenses, support vendor management, and optimize payment schedules for efficient cost control.
Purchase
Extract purchase data for in-depth procurement analysis and inventory management. You can use this information to track purchasing activities, monitor inventory levels, identify purchasing trends, and optimize procurement processes. By doing so, you'll be able to elevate supply chain efficiency and minimize costs.
Purchase order
Another reason to export QuickBooks to Power BI is purchase order data, which is helpful in optimizing procurement processes and monitoring purchasing activities. It lets you delve into pending orders, support inventory planning, improve inventory control, and ensure timely fulfillment of procurement needs.
Refund receipt
QuickBooks' refund receipt data is just what you need to analyze customer refunds, track refund trends, and manage revenue reversals. Look at refund transactions, support refund reconciliation, identify refund patterns, and take proactive measures to improve customer satisfaction and retention.
Sales receipt
Import sales receipt data from QuickBooks to Power BI to monitor revenue streams, track customer transactions, and analyze sales performance. Discover sales trends, perform customer segmentation, forecast your revenues, and make strategic decisions to optimize sales strategies and maximize revenue generation.
How do you connect QuickBooks to Power BI?
Step 1. Connect your QuickBooks account and choose a data entity to export
30 seconds
Step 2. Organize and transform data before loading it to Power BI
30 seconds
Step 3. Connect the Power BI account and copy the integration URL to the desktop app
30 seconds
Step 4. Schedule auto-refreshes to export QuickBooks to Power BI at desired intervals
10 seconds
Pricing plans
- Monthly
- Annual (save 25%)
Keep your data safe
Coupler.io safeguards your shared information and data transfers from breaches, leaks, and unauthorized disclosures.
Don’t just take our word for it
How to connect QuickBooks to Power BI (detailed guide)
Follow three simple steps to connect QuickBooks to Power BI:
Step 1: Collect data
First, connect your QuickBooks account. Next, select the Data entity – the specific data type you will export.
As soon as you make your choice, click Finish and proceed. After that, press Transformations to proceed to the next step.
Step 2: Organize and transform
Before you import QuickBooks to Power BI, preview your data to ensure it's accurate. If you want to, transform your data in the following ways:
This way, you'll align the data with your reporting requirements.
Once you've finished, click Destinations.
Step 3: Load and automate
To finalize data import from QuickBooks to Power BI, follow the in-app instructions to generate the integration URL and paste it into the Power BI desktop application.
Click Setup a schedule to activate the Automatic data refresh feature and specify the preferred interval. To finish this, click Save and run importer.
Step 1: Collect data
First, connect your QuickBooks account. Next, select the Data entity – the specific data type you will export.
As soon as you make your choice, click Finish and proceed. After that, press Transformations to proceed to the next step.
Step 2: Organize and transform
Before you import QuickBooks to Power BI, preview your data to ensure it's accurate. If you want to, transform your data in the following ways:
- Edit, rearrange, hide, or add columns.
- Apply various filters and sort your data.
- Create new columns with custom formulas.
- Combine data from multiple accounts or apps.
This way, you'll align the data with your reporting requirements.
Once you've finished, click Destinations.
Step 3: Load and automate
To finalize data import from QuickBooks to Power BI, follow the in-app instructions to generate the integration URL and paste it into the Power BI desktop application.
Click Setup a schedule to activate the Automatic data refresh feature and specify the preferred interval. To finish this, click Save and run importer.
Export QuickBooks to Power BI and automate it on schedule
Turn on automated data refreshes to get a self-updating Power BI report. Then, select the frequency for auto-updates. You can choose between monthly, daily, hourly, and every 30 or 15 minutes. Other settings include days of the week, time preferences, and the time zone.
By scheduling auto-refreshes, you ensure your report is constantly aligned with the most recent updates to the source.
By scheduling auto-refreshes, you ensure your report is constantly aligned with the most recent updates to the source.
What key metrics can you export from QuickBooks to Power BI?
Total income
Description: Total income is the total revenue generated from sales, services, or other sources over a particular period.
How to calculate: add up all revenue streams, including sales, services, and other income sources.
Total cost of goods sold (COGS)
Description: Total COGS is the total cost incurred in producing or acquiring the goods sold during a certain period.
How to calculate: sum up the costs of raw materials, labor, and manufacturing expenses associated with goods sold.
Total cost of sales (COS)
Description: Total COS is the total expenses involved in making sales, including direct and indirect costs.
How to calculate: combine the costs of goods sold and any extra expenses related to sales activities.
Gross profit
Description: Gross profit is the difference between total revenue and the total cost of goods sold.
How to calculate: subtract the total cost of goods sold from total income.
Total expenses
Description: Total expenses are all costs incurred in running the business, such as operating or financial expenses.
How to calculate: sum up all expenses during a given period.
Net earnings
Description: Net earnings are the company's total earnings after subtracting all expenses from total income.
How to calculate: subtract total expenses from total income.
Average revenue by customer
Description: Average revenue by customer is the average revenue generated per customer within a particular period.
How to calculate: divide total income by the number of unique customers.
Average price by product
Description: Average price by product is the average selling price of each product or service the company has to offer.
How to calculate: divide the total revenue generated by a certain product by the quantity sold.
Description: Total income is the total revenue generated from sales, services, or other sources over a particular period.
How to calculate: add up all revenue streams, including sales, services, and other income sources.
Total cost of goods sold (COGS)
Description: Total COGS is the total cost incurred in producing or acquiring the goods sold during a certain period.
How to calculate: sum up the costs of raw materials, labor, and manufacturing expenses associated with goods sold.
Total cost of sales (COS)
Description: Total COS is the total expenses involved in making sales, including direct and indirect costs.
How to calculate: combine the costs of goods sold and any extra expenses related to sales activities.
Gross profit
Description: Gross profit is the difference between total revenue and the total cost of goods sold.
How to calculate: subtract the total cost of goods sold from total income.
Total expenses
Description: Total expenses are all costs incurred in running the business, such as operating or financial expenses.
How to calculate: sum up all expenses during a given period.
Net earnings
Description: Net earnings are the company's total earnings after subtracting all expenses from total income.
How to calculate: subtract total expenses from total income.
Average revenue by customer
Description: Average revenue by customer is the average revenue generated per customer within a particular period.
How to calculate: divide total income by the number of unique customers.
Average price by product
Description: Average price by product is the average selling price of each product or service the company has to offer.
How to calculate: divide the total revenue generated by a certain product by the quantity sold.
Export QuickBooks to Power BI or another destination
It's not only possible to connect QuickBooks to Power BI but also replicate data importers and add a lot of other destination apps:
There's little to no difference between importing QuickBooks data into Power BI, as demonstrated earlier and loading it into alternative destinations.
- Perform simple and quick reporting in spreadsheet applications: Microsoft Excel and Google Sheets.
- Store, query, and analyze QuickBooks records in data warehousing software: BigQuery, PostgreSQL, and Redshift.
- Visualize your data with alternative business intelligence (BI) tools: Looker Studio, Tableau, and Qlik Sense.
There's little to no difference between importing QuickBooks data into Power BI, as demonstrated earlier and loading it into alternative destinations.
