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Hello, @nagaharsha-ha-to.
Let me share some information that can help you with creating custom reports using Power BI.
You can reach Customer Support for Power BI to ask for further guidance on how to build custom reports.
In the meantime, you can run your reports in QuickBooks Online (QBO) from the Reports menu on the left panel. Then, customise it based on your needs. Check out this article for more information: Customise reports in QuickBooks Online. This will show you how to generate and save it.
Here's also an article that'll show you specific ways to customise your reports to fit your specific needs: Common custom reports in QuickBooks Online. That will make several filters that make reports easier to read.
I'm always here if you need further help to create custom reports in QBO or anything else, by leaving a reply below. Keep safe and have a great rest of the day!
@MJoy_D Thanks for your reply
I need this in Power BI as we are integrating data from multiple sources, custom reports within QB will not help me
Have tried to reach Customer Support, they couldn't help me much
However, I did model the data I got from QB, one thing I didnt find is Expense.
Any idea about this?
Likewise BILL/JOURNEL/INVOICE, it doesnt have any document numbers? cant understand why and cant find this data
If you can direct me to your technical team, it would be really helpful
Thanks for coming back to the thread, @nagaharsha-ha-to.
I'm here to clear things up about the issue you encountered before contacting our Technical support team.
May I ask if you tried to use a private browser? Or clear the browser's cache to help the browser works seamlessly?
The expense tab and document numbers should be visible after the troubleshooting steps are performed.
If the issue persists, contact our Technical support team to get a further assistance to the issue you received.
Here's how:
Do you need to work on your reports or make other entries in QuickBooks? Please notify me, and I will gladly work with you again. I look forward to seeing you again soon.
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