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Connect QuickBooks to PowerBI

Connect QuickBooks to PowerBI and and make the most of your data with direct integration into Power BI. Discover how to transfer, analyze, and visualize your marketing data to support better, data-driven decisions.

QuickBooks query · Power BI format
Ready to refresh
QuickBooks One source
Saved query API URL
Power BI Web · Import
QuickBooks accounts One or several selected accounts
Reporting grain Date · campaign · ad set · ad
Fields Selected metrics + dimensions
Date range Last 28 days · example preset
Filters Optional · query-specific
Power BI mode Import through Web (Basic)
One saved URL represents one Catchr source. Multiple QuickBooks accounts can share the query.

Used by the world's leading companies

Get data from QuickBooks to Power BI

A fully no-code platform that brings your marketing data, including QuickBooks, into Power BI.

Connect your data

Launch QuickBooks reporting faster

Skip complex setup and get to insights sooner. Catchr makes it easy to connect QuickBooks to Power BI so you can monitor key financial metrics and performance faster.

Automate extraction

Always work with fresh and accurate number

Your Power BI dashboards stay up to date automatically. Catchr continuously refreshes your QuickBooks data so financial reporting stays accurate without manual consolidation.

More than just one source

Connect your entire stack. Not only QuickBooks.

Connect not only your QuickBooks account but all your Finance accounts too.

Start with a template

Ready-to-use Power BI dashboards for faster insights

Move faster with templates built for Finance reporting in Power BI.

Use your QuickBooks data with ready-to-use dashboards for tracking performance, trends, and key indicators.

QuickBooks metrics and dimensions available in PowerBI

Access 15 metrics and 97 dimensions from QuickBooks connectors including Invoice Total Amount, Payment Total Amount, Customer Balance, Invoice Balance, Total Tax, Invoice Transaction Date, Payment Transaction Date, Invoice Customer Name, Document Number, Invoice Currency, Due Date and many more...

15

Metrics availables

97

Dimensions availables

How to connect QuickBooks to Power BI ?

No scripts to maintain. No API documentation to study. No recurring CSV ritual.

Step one

Authorize QuickBooks

Connect QuickBooks in Catchr and make the required accounts available for reporting.

Client A · Connected sources
5 sources ready
QuickBooks 3 advertising accounts Connected
Google Ads 2 advertising accounts Connected
Google Analytics 4 1 web property Connected
HubSpot 1 CRM portal Connected
Step two

Build and preview the query

Choose Power BI format, select QuickBooks, accounts, fields, date range, filters, and supported options. Preview the response, save the query, and copy its URL.

Step three

Use Get data > Web

In Power BI Desktop, choose Get data > Web, keep Basic selected, paste the complete Catchr URL, confirm, then load or transform the response.

Step four

Shape, model, and refresh

Apply Power Query transformations, create relationships and DAX measures, then initiate refresh or configure it in Power BI after publishing.

View more PowerBI connector.

Each source needs its own Catchr query URL. Load the focused tables into Power BI, then define any relationships and cross-channel measures in the model.

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