Power BI Connector for QuickBooks

Build 23.0.8839

Import

Using Data Import

Importing is the most commonly used method to get data and uses the Power BI query engine. This method is most useful for static data sets. Use data import mode to save a copy of the data in your report. As you make changes to your report, Power BI executes the underlying queries to the local cache, independent of the connector.

To synchronize your report with any changes in the remote data, click Refresh from the Home menu on the ribbon.

Advanced Options

This field allows you to provide a SQL statement that specifies what data to return. To configure this option, expand the Advanced Options area and then, in the SQL statement field, type or paste the SQL statement. Note that SQL statements are not supported in DirectQuery mode. See also DirectQueryLimit to limit returned records as long as there is no aggregation.

You can use the following types of SQL statements:

  • SELECT Statements extract data from a database. For example:
    SELECT * FROM Account
  • EXECUTE Statements call procedures that are stored in a database. For example:
    EXECUTE my_proc @second = 2, @first = 1, @third = 3;

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Build 23.0.8839