[QODBC-Desktop] QuickBooks and Microsoft PowerBI Desktop
Posted by Ricky - QODBC Support on 15 May 2020 07:39 AM
Using Microsoft PowerBI with QuickBooks Data
Problem Description 1:
How to connect to QuickBooks Data with Power BI using QODBC Desktop?
Open the QODBC setup screen and change the QODBC Compatibility mode from “Default” to “3.8.”
To change, please follow the below steps:
Start >> All Programs >> QODBC Driver for QuickBooks >> Configure QODBC Data Source >>Go To "System DSN" Tab>> select DSN "QuickBooks Data" >> click "Configure”>> Switch to "Abvanced" tab>> Navigvate to "QODBC Compatibility">> change to "3.8"
Start QuickBooks and log in to the QuickBooks company file as QuickBooks user Admin.
Start Microsoft PowerBI Desktop (32-bit).
Navigate to the “Get Data” option, and from the drop-down list, select the option “More.”
A popup with the title “Get Data” should appear.
Select "Other" --> "ODBC" and click the "Connect" button
Select the “QuickBooks Data” from the Data source name (DSN) list and click the "OK" button.
Note: If you are using QODBC version 22.214.171.1243 or lower, use the “Advanced options” >> Write the SQL statement for the table you want to fetch data from.
For example, “select * from customer” and click the “OK” button.
You should get the preview of the table. Click the “Load” button to continue.
Select the fields you want to display on the report. This will add the fields to the report and will also display the data.