QBSyncQBSync · Power BI
Power BI dashboards on QuickBooks Desktop data, without the exports
Power BI is at its best on a real database. QBSync keeps your QuickBooks Desktop data in SQL Server or MySQL, so dashboards refresh on schedule instead of waiting for someone to export a spreadsheet.
From QuickBooks to a live dashboard
- 01
Sync to a database
QBSync copies QuickBooks Desktop into SQL Server or MySQL and keeps it current.
- 02
Connect Power BI
Use Power BI's SQL Server or MySQL connector and select the qb_* tables you need.
- 03
Model the relationships
Join invoices to lines, customers and items on their QuickBooks IDs.
- 04
Schedule refresh
Set Power BI to refresh after QBSync's schedule, and the dashboard stays current.
Dashboards people build
Sales by item and customer
From invoice lines, sliced by class, rep or month.
Receivables aging
Open invoices by due date bucket, per customer.
Cash out
Checks, bill payments and card charges by vendor and account.
Multi-company roll-ups
Sync several company files and compare them side by side.
FAQ
Frequently asked questions
Why not connect Power BI to QuickBooks directly?
QuickBooks Desktop is not a database Power BI can query. Syncing to SQL gives Power BI a fast, stable source, and keeps report load off QuickBooks.
Does this work with Excel too?
Yes. Excel's Get Data connects to SQL Server and MySQL the same way, so PivotTables can refresh from your synced QuickBooks data.
More about QBSync
See QBSync with your own data
A Windows utility that copies QuickBooks Desktop lists and transactions — every line item included — into Microsoft SQL Server or MySQL, and keeps them current with incremental, scheduled syncs.