QuickBooks to Power BI
Get QuickBooks Online data into Power BI with automated syncs and a starter report template. No manual exports, no custom pipelines — data ready in minutes.
Start reporting from QuickBooks Online data without manually exporting spreadsheets.
Use the DataToLake starter Power BI template with built-in queries for common QBO entities and JSON files.
Open the template in Power BI Desktop, connect to your DataToLake data, and begin shaping reports quickly.
Publish to the Power BI Service when your team is ready to share dashboards and scheduled refreshes.
From QuickBooks to a working Power BI report
DataToLake is built for teams that want to stop wrestling with manual QuickBooks exports and get to useful reporting faster. After onboarding, your selected QBO entities are synced into reporting-ready JSON files that Power BI can query.
Starter template included
The DataToLake Power BI starter template includes queries for common QuickBooks Online entities, so customers are not starting from a blank file. You can use the template as-is, customize the model, or copy the queries into your own report.
DataToLake setup path
DataToLake is built so customers can get QuickBooks data accessible for reporting without standing up their own data pipeline.
Create a DataToLake account, choose a subscription, and complete payment.
Connect QuickBooks Online, choose the company or companies, and select the entities to refresh.
DataToLake stores the selected data securely and makes it available for reporting.
Sign up, connect your first QuickBooks company, and your data is typically available within 15 minutes.
Use the DataToLake Power BI template or your own report to connect to your data and start analyzing.
Azure Data Lake Storage (ADLS) is used behind the scenes; customers do not need their own Azure subscription.