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pavian
Level 1

QBO: Automate custom report or 3rd party app

I have a custom ledger report by account showing all the transaction list. I am looking for a QBO app that can pull this report where I can connect to PowerBI afterwards. Appreciate your suggestions.

1 Comment 1
KayePe
QuickBooks Team

QBO: Automate custom report or 3rd party app

Thanks for dropping your concern here in the Community, @pavian. Let me assist you with integrating PowerBI into QuickBooks Online (QBO). 

 

To pull up your custom ledger report from QBO and link it to PowerBI, I recommend integrating PowerBI with your QBO account. To help you with this, find the app you want to sync into your QuickBooks account. Let me show you how:

 

  1. In your QuickBooks, choose Apps in the left menu.
  2. Go to the Find apps tab.
  3. To check out the app, enter the app's name in the search bar or select the Browse category dropdown menu.

 

If done, you can now install the app. Follow the steps below as reference:

 

  1. Once you find the app, click its tile to see the details.
  2. To sign up, choose Get App Now.
  3. Select Install.
  4. Permit QuickBooks to share your data with the selected app.
  5. Select any sync preferences, then hit Save & Sync.

 

I recommend contacting PowerBI support for further assistance when connecting the custom ledger report from QuickBooks Online to PowerBI. They will guide you through the process and help you successfully sync the data.

 

On the other hand, check this article as your reference in personalizing your reports inside QBO: Create enhanced custom reports in QuickBooks Online

 

You can reply to this thread for any queries about integrating another app inside QBO. I'll be happy to assist. Have a good one!

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