Power BI Connector for QuickBooks

Build 24.0.9175

データモデル

The CData Power BI Connector for QuickBooks models QuickBooks data as an easy-to-use SQL database. There are three parts to the data model: tables, views, and stored procedures.

Tables

The テーブル section, which details standard SQL tables, and the ビュー section, which lists read-only SQL tables, contain samples of what you might have access to in your QuickBooks account.

Common tables include:

Table Description
Accounts Manages accounts, allowing users to create, update, delete, and query account data.
Customers Handles customers, supporting creation, updates, deletion, and queries for managing customer data effectively.
Vendors Manages vendors, supporting creation, updates, deletion, and queries for supplier relationship management.
Invoices Handles invoices, supporting creation, updates, deletion, and queries for billing and receivables tracking.
Bills Handles the management of bills, including creating, updating, deleting, and querying data for expense tracking.
ReceivePayments Manages receive payment transactions, supporting creation, updates, deletion, and queries for customer payments.
Items Manages items, including creation, updates, deletion, and queries for inventory and service tracking.
JournalEntries Handles journal entries, supporting creation, updates, deletion, and queries for accounting adjustments.
Employees Manages employees, allowing creation, updates, deletion, and queries for employee records and payroll data.
PurchaseOrders Handles purchase orders, supporting creation, updates, deletion, and queries for supplier management.
SalesReceipts Handles sales receipts, supporting creation, updates, deletion, and queries for tracking point-of-sale transactions.
CreditMemos Manages credit memos, supporting creation, updates, deletion, and queries for issuing and tracking customer credits.
Estimates Handles estimates, including creation, updates, deletion, and queries for tracking potential sales.
TimeTracking Manages time tracking events, supporting creation, updates, deletion, and queries for employee or job time entries.
Deposits Manages deposits, allowing users to create, update, delete, and query financial deposits.
Transfers Manages transfers, supporting creation, updates, and queries for tracking movement of funds between accounts.
CreditCardCharges Manages credit card charges, allowing users to create, update, delete, and query financial transactions.
CreditCardCredits Manages credit card credits, allowing users to create, update, delete, and query credit transactions for accurate accounting.
SalesOrders Handles sales orders, supporting creation, updates, deletion, and queries for tracking customer orders.
PaymentMethods Handles payment methods, supporting creation, updates, deletion, and queries for payment categorization.


Note: During bulk insert operations, the 本製品 only supports multiple values for aggregate columns. Other columns allow single values.

API limitations and requirements are documented in each table.

Stored Procedures

ストアドプロシージャ are actions that are invoked via SQL queries. They perform tasks beyond standard CRUD operations, including exposing QuickBooks reports as tables, merging accounts, and voiding transactions.

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Build 24.0.9175