I can give you a short overview on generating transaction lists by account or report data from QuickBooks Online (QBO) using Power BI (PBI), Pavian.
PBI imports the basic accounting entities, including accounts and general ledger.
With PBI, you can create an operational dashboard over your QuickBooks Online data in minutes. It allows you to analyze your balance sheet, cash flow, profitability, customers, and vendors in one place.
To dig deeper about obtaining your transaction list by account or reports, you may consider posting your concern to the PBI Community or forum. This way, other experts or PBI users can share additional advice or tips on handling your entries.
On the other hand, you can select Export data from the Gear icon if you'd like to export your data from QuickBooks manually. You can also access this article for more information: Export reports, lists, and other data from QuickBooks Online.
Keep me posted if you have other questions while managing your transactions or reports. I'm more than willing to assist you every step of the way.
I want to ensure that all your transactions and reports are covered. Leave a comment below if you have follow-up questions. I'm here to help you every step of the way.
