Custom Fields in Power BI

Hello, Cierra. 

I'd like to help you out with your table but I would need to dig a little deeper on this. 

Are you referring to the tables as the report columns in QuickBooks? If so, are you looking for an article that states the listed data shown in the report or from your transactions? 

And just to add a little bit more and ensure that your data is reported successfully in Power BI, do you also have the same custom fields in QuickBooks? 

More details would definitely help. 

Thanks! 

Hey jamespaul,

Any help is much appreciated! We have added the custom field "Project Manager" as shown in the image attached. We see this field on the customer details tab in Customer, as well as the tab where you create a new customer. I would like to use that field to report against in Power BI, but do not know where that field is stored on the database. I do not see it on the customer data table.I will try to provide other attachments as responses.

Thanks!

Cierra

Custom field on new customer tab.

Power BI connection where I can select the tables to pull data from.

Hi Cierra,
did you get help on seeing your custom field in Power BI? If yes, what was the solution? I'm having same problem

Thanks

Hi there, 9130.

I’ve noticed that you posted a similar concern to this forum concerning locating custom fields added to a customer’s dictionary in QuickBooks Online (QBO). Having that said, one of my colleagues has already answered this one. If you’re not yet notified of his response, you can go to this link to be routed accordingly: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-custom-fields-spreadsheet-sync/... 

Keep me posted if you have more concerns in any QuickBooks-related matters. The Community always has your back. Have a good one!

Hi,

i tried to pull Customers into power bi, and the standard field "Client type" was absent there. It is bug in current version of qb-powerbi integration?

Hello there, Andriy. I'm here to point you in the right direction and get further help.

I've checked and couldn't find any reported or known issue about the standard field (Client type) being missing when pulling up Customers into Power Bi. I recommend reaching out to them about it. This enables them to investigate further and guide you on the things to do. You can find their contact information through the Intuit Marketplace, Here's how:

1. Log on to the QuickBooks Online Apps Store.
2. Search for the Microsoft Power BI app.
3. Under FAQs, review the Contact and Support information.

If you're all good with this, feel free to browse these modules for more information on processing payments online: 

• Take and process payments
• What to do if customers can't pay their invoices online
• Find out when QuickBooks Payments deposits customer payments

Please don't hesitate to get back here if you have clarification about this or QuickBooks. I'm just around the corner to help. Have a good one and keep safe.