QuickBooks Online connector · Accounting
QuickBooks Online Power BI connector
The DigiData QuickBooks Online connector reads your books from the connected QuickBooks company over OAuth2 and makes the data available through OData and CSV. DigiData only reads data and never changes anything in QuickBooks.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect QuickBooks Online to DigiData?
Connect QuickBooks Online over OAuth2 and sync company information, accounts, customers, vendors, items and tax codes. Invoices, credit memos, sales receipts, bills, bill payments, payments, deposits, expenses, purchase orders and journal entries are included too, each with its lines. Classes, locations and purchase orders are included when your QuickBooks plan has them. QuickBooks Desktop is not supported.
More about QuickBooks Online: quickbooks.intuit.com/.
Connecting QuickBooks Online to Power BI in short
The QuickBooks Online connector is available and synchronizes supported tables such as Company information and accounts, Customers, vendors and items, Invoices, credit memos and sales receipts and Bills, expenses and purchase orders. DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Conditions
Availability, setup and conditions
- Availability
- Status: Available. The connector provides the entities listed on this page under "Available data".
- Setup
- Add QuickBooks Online in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Automatic synchronization based on the integration schedule. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- API keys and tokens for linked applications are stored encrypted.
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in QuickBooks Online. DigiData supplies the source data to DigiData dashboards and the AI agent, and through OData and CSV to your own reporting tool. In Power BI or Excel you set up relationships and measures yourself.
- Price and trial period
- €50 per month for the QuickBooks Online connector, plus a €95 monthly DigiData platform fee, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the QuickBooks Online link?
An overview of what DigiData does with your QuickBooks Online data:
Which data
Available QuickBooks Online data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with QuickBooks Online data?
Report revenue and margin per customer and item
Monitor open receivables and payables
Analyze expenses per account and vendor
Combine QuickBooks with CRM and marketing data in one reporting model
How it works
How does the QuickBooks Online link work?
Connect QuickBooks Online
Link your QuickBooks Online account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
Build a QuickBooks Online dashboard with AI
Describe which overview of your QuickBooks Online data you want to see and the DigiData AI agent builds the dashboard, with filters, drilldowns and a presentation mode for TV screens or meetings. You do not need a Power BI model and you do not pay per viewer.
QuickBooks Online in Power BI
Each QuickBooks entity gets its own table with fixed columns, such as QuickBooksOnline_Invoices, QuickBooksOnline_Bills, QuickBooksOnline_Accounts and QuickBooksOnline_Customers. Each transaction type has its own lines table, for example QuickBooksOnline_InvoiceLines and QuickBooksOnline_JournalEntryLines. Join them to the documents in Power BI on TransactionId.
Frequently asked questions
Questions about the QuickBooks Online integration
How do I connect QuickBooks Online to Power BI?
With DigiData you automatically synchronize QuickBooks Online data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a QuickBooks Online API connection yourself.
How often is QuickBooks Online data refreshed?
DigiData synchronizes QuickBooks Online according to your integration schedule. The exact frequency and availability of new records depend on your settings and the source API.
What does the QuickBooks Online connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which QuickBooks data does DigiData sync?
Company information, accounts, customers, vendors, items and tax codes. Also invoices, credit memos, sales receipts, bills, payments, deposits, expenses, purchase orders and journal entries with their lines, plus classes and locations when your plan has them.
Can DigiData change data in QuickBooks?
No. QuickBooks has no separate read-only access, but DigiData only runs read requests and never changes data.
Does the connector work with QuickBooks Desktop?
No. The connector supports QuickBooks Online only.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place QuickBooks Online next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect QuickBooks Online to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
