Power BI: A quick trick in case the Quickbooks connector does not give the desired result

Power bi Quickbooks online beta Connector

Problem Statement:

We used the new Quickbooks Online Beta connector on the Desktop and the tables we added did not give the desired results.

Power bi Quickbooks online beta Connector

Solution:

We have got a quickbooks account and the new Power BIconnector allowed us to connect to QuickBooks after providing the Quickbook credentials. Once connected; the connector shows a list of all available tables

We selected the tables we needed and then added them to Power BI.

This is the typical Power BI code in the power query advance editor

let
    Source = QuickBooksOnline.Tables(null),
    Account_Table = Source{[Name="Account",Kind="Table"]}[Data]
in
    Account_Table

We were looking for general ledger data to rebuild P&L in Power BI, but we did not get desired results.

With some research, we found the code we needed. The below code will help to get the tables, that are needed for the purpose.

let
Source = QuickBooks.Tables()
in
 Source

From the above check the available tables. Get the required table data like:

let
Source = QuickBooks.Tables(),
    account = Source{[Key="account"]}[Data]
in
    account

We got the table “generalledger”, which helped us in creating P&L and balance sheets, and our data matched with QuickBooks online.

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