This topic describes how to install the Power BI Gateway, which is used to publish and refresh datasets that incorporate custom data connectors such as the CData Power BI Connector for QuickBooks. To publish and refresh datasets, you must install Power BI Desktop and have an active Power BI account with a "Pro" license or above.

Install and Configure the Gateway

The Power BI Gateway desktop application integrates with the CData Power BI Connector for QuickBooks to form the local half of the bridge between your QuickBooks data and powerbi.com.

For setup steps for the Power BI Gateway desktop application, see Install and Configure the Gateway.

Publish a Dataset

Before you can set up the online half of the bridge between your QuickBooks data and powerbi.com, you must Publish a Dataset that uses the QuickBooks connector.

Create and Refresh a Gateway Connection

To complete the bridge between your QuickBooks data and powerbi.com, create a Power BI Gateway connection. You can then refresh the data as needed. See Create and Refresh a Gateway Connection for more information.