Connect Quickbooks to Power BI

Do you want to unlock the power of your financial data? Choose Windsor as your connector for the integration. We will load your Quickbooks online data to a database or your preferred cloud data warehouse and then connect Power BI to this database and assess data.

Connect Quickbooks to Power BI

Why do I need Quickbooks and Power BI integration?

Integrating QuickBooks with Power BI is one of the best decisions you can make for your organization. Combined, these tools provide unmatched perks and give you a competitive edge.


Get live business insights

With QuickBooks and PowerBI integration, you can perform a thorough financial analysis thanks to features like real-time data modeling. Consequently, you are able to find potential opportunities to grow your business.


Advanced data visualization

Power BI provides dynamic visualizations, making it possible for you to interpret data easily via graphs, charts, and interactive dashboards. This translates to more efficient cost data management, accurate computations, identification of patterns, and the ability to better project future financial performance.


Informed decision-making

Together, QuickBooks and Power BI help your business make decisions based on data quickly, using accurate and current financial info.


Improved budgeting and forecasting processes

Analyze historical financial data and trends based on QuickBooks data using Power BI. Use the findings to come up with more realistic budgets and predictions. Allocate resources more effectively and reduce the risk of budget variances.


Save time

Integrating your QuickBooks data with Power BI gives you access to a range of customizable and automated reporting features. As a result, you are able to complete financial reporting tasks faster, saving you time.


Optimization of inventory management

Through Power BI’s analytics capabilities, you can analyze turnover rates, levels of inventory, and demand patterns. Then, you can make decisions regarding pricing strategies, inventory replenishment, and stock optimization accordingly. In the end, you are able to maximize profitability and minimize expenses. 


Manage cashflow more efficiently

Capitalize on Power BI’s capabilities to effectively monitor cash inflows and outflows, as well as spot patterns. Use the findings to develop cash management strategies that ensure liquidity and financial stability.  


Analyze employee performance

By connecting your QuickBooks to Power BI, you can analyze different metrics like productivity, sales commissions, or billable hours to get insight into employees’ effectiveness. Know who the top performers are and tackle performance issues on time. Allocate resources according to optimize profitability and productivity.


Build Quickbooks integration with no-code tools

You don’t need extensive coding skills to connect QuickBooks to Power BI. With Windsor’s no-code tools and intuitive interface, you can complete the process effortlessly for a smooth and stress-free experience.

How to connect Quickbooks to Power BI

1. Register

Register or login if you already have an account.

2. Select your source

You need to select Quickbooks as a Data Source and Grant Access to
 You need to select Quickbooks as a Data Source and Grant Access to

 3. Select Destination
Choose Power BI as the destination.



4. Sync your Data
Select the fields on the right, and click on “Get data” from the WEB in Power BI.


Power Bi click on “Get data” from WEB  


Then, copy the URL in the box below:
copy URL in box


What is QuickBooks?

Quickbooks is accounting software that small and medium-sized businesses use to manage their finances. It can either be utilized on a computer at the office or online. The system offers numerous useful tools, like payroll management, budget tracking, invoicing, and more. It also makes tasks like tax preparation and bookkeeping simpler.

What is Power BI?

Power BI is a tool created by Microsoft to facilitate data analysis from multiple sources and change it into interactive dashboards and reports. It has features such as “Get Data” (that enables you to choose various data sources), attractive visualization templates, dataset filters, and more. 

Difference between ETL and ELT?

Short for “Extract, Transform, & Load,” the ETL approach focuses on processing data derived from different sources before integrating it into a database. On the contrary, the ELT (Extract, Load & Transform) approach loads data the way it is and transforms it at a later phase.


What data can you extract from Quickbooks?

The data you can extract from Quickbooks can be classified into the following:

  • Revenue Analysis
  • Expense Management
  • Profitability Assessment
  • Cash Flow Analysis
  • Budget Analysis
  • Financial Forecasting
  • Customer Acquisition Cost
  • Vendor Analysis
  •  Inventory Management
  • Financial Compliance

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