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M
Marysia
February 20, 2019
Question

QB integration with BI (Tableau)

  • February 20, 2019
  • 3 replies
  • 7 views

Hello

 

We decided to integrate QuickBooks Online with BI system for making revenue and cost analysis process more simple. Through Tableau driver got connected to database of QB. Unfortunatelly I'm lost, especially that I'm not a tech person, I'm just end-user of QB. Nonetheless I found tables which I'm interested in but looks that sth is missing:

1) Booking accounts include journal entries (and those I can find in 'journal entries' table) and invoices which I can find in 'Invoice' table. The problem is that i can't see and key in the 'invoice' table which would tell how to match those invoices to booking accounts

2) On user level we numbered booking accounts, but after getting to database I can't see any column which would specify this number. Table 'Account' is missing this information (it gives only name of the account) whereas 'Journal entries' table has only one column where number and name of the booking account is joined in one cell. There is of course a column with id of account but it's not what I'm looking for as those numbers which were set by an accountant, include kind of code- each digit gives specific information.

 

Any tips? Or at least helpful links to documentation of QB database?  

3 replies

T
TaliaI
Level 8
February 20, 2019

Hello Marysia,

 

This may be something we could help you with further through our support line - this way we can set up a screenshare and you could show us what you need/are trying to do. Simply visit this article: How to get help with QuickBooks.

 

Thanks,

 

Talia

V
Vidi Corp ltd
April 3, 2024

Hi Marisiya,

It is extremely difficult to recreate your financial statements from 100+ tables behind the Quickbooks connector. Here is a solution that returns those financial statements combined into the tables that you need: Profit & Loss, Balance Sheet, Cash Flow, etc: https://vidi-corp.com/connect-quickbooks-online-to-power-bi/

 

E
ElijahStownton
August 7, 2025

Tableau can work with QuickBooks Online, but there’s no native connector in the UK version. Many people export CSVs or use ODBC drivers to pull data into Tableau. I’ve personally used Skyvia to automate this process, letting it sync data in the background so Tableau dashboards always have clean, updated information without extra manual steps.

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