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When linking to the quickbooks tables thru power bi, what tables create the link between sales invoice and product/service, and what is the unique identifier if required. I want to show sales invoices with individual lines for, or grouped by, product/service. The product/service field is available when editing a sales invoice.
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I appreciate you for sharing some clarifications with us, @SolMercer.
I'll share some details about linking your QuickBooks Online (QBO) to Power BI.
When connecting your QBO account to Power BI, it'll automatically creates a dataset, report, and dashboard. This lets you visualize your finance data and uncover new insights about your cash flow.
To learn which table links your invoice and products and services in Power BI, I recommend contacting their support team. One of their live agents can look into your account and guide you through the process.
Once everything is set, you might want to read this article that can guide you in case you want to learn how to import data in QBO: Common questions about importing data to QuickBooks Online.
You can count on me if you need more help managing your QBO. Simply layout the details in your reply and I'll take care of them for you. Keep safe and have a great day ahead!
Hello SolMercer, We can't offer any advice on Power B as it is a third-party application. We welcome any users who have tried/ are using Power B integrated into Quickbooks to offer any feedback. Otherwise, it is worth contacting Power B directly.
Hi Emma,
I am referring to the quickbooks tables only. Quickbooks have made them available, so my question is which quickbooks tables do i need, so that I can link product/services to sales invoices.
Power B have not created your tables and there is no way they would know about the fields Quickbooks have used and made avalable, if that makes sense. I only mentioned Power B to help establish where those tables were on your own QB servers.
Rgds
I appreciate you for sharing some clarifications with us, @SolMercer.
I'll share some details about linking your QuickBooks Online (QBO) to Power BI.
When connecting your QBO account to Power BI, it'll automatically creates a dataset, report, and dashboard. This lets you visualize your finance data and uncover new insights about your cash flow.
To learn which table links your invoice and products and services in Power BI, I recommend contacting their support team. One of their live agents can look into your account and guide you through the process.
Once everything is set, you might want to read this article that can guide you in case you want to learn how to import data in QBO: Common questions about importing data to QuickBooks Online.
You can count on me if you need more help managing your QBO. Simply layout the details in your reply and I'll take care of them for you. Keep safe and have a great day ahead!
Instead of trying to replicate your financial statements with formulas you can extract your statements in a single table. Try this approach, it would save you a lot of time having to combine data from 100+ different tables in the native QBO connector: https://vidi-corp.com/connect-quickbooks-online-to-power-bi/
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