You can integrate the PowerBi with your QuickBooks account by choosing a third-party application, Amado. However, this access will only be possible for specific user roles in QBO. I'll share more information regarding your concern below.
When connecting QuickBooks Online (QBO) to PowerBi, we have to look for recommended third-party applications that you can take advantage of to incorporate both QBO and PowerBi within your account from our QuickBooks Application Store. However, this will only be possible if you have access to user roles as the Master Admin or the Company Admin, if not, thus, the reason why you've received this specific error message.
In addition, if you're the Master Admin or the Company Admin, yet you still received this specific error message, we can try to perform some basic troubleshooting steps. We can use a private or incognito window to rule out cache problems in your browser.
Here's how:
To begin, sign in to your QuickBooks Online (QBO) account in an incognito window. It will prevent the browser history from being saved.
Please refer to the following keyboard shortcuts based on your browser type:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
If operating in a private browsing session resolves the issue, it's advisable to clear your browser's cache to facilitate a reboot. This procedure is also applicable in other supported and up-to-date browsers. Clearing the cache helps in eliminating stored cache and cookies that might be causing operational issues.
On the other hand, if you don't have a Master or Company Admin role from your QBO account, I highly suggest getting in touch with the one who has that user access role. They're the only ones who can connect third-party applications from QuickBooks.
Moreover, you can refer to this page to learn more about specific roles and their customizable permissions in QBO: User Roles and Access Rights in QuickBooks Online.
Furthermore, you can refer to this page in case you want to learn how to import data once everything is set in QBO: Common questions about importing data to QuickBooks Online.
We're committed to ensuring you have all the information and support needed for successful integration, Amado. Please don't hesitate to revisit this thread if you have any clarifications with regard to QBO and PowerBi third-party integration in QBO. We're always here to help.
