Connect Power BI to QQube for QuickBooks | CLEARIFY

Connecting to QQube and Getting Your Own Data

The great thing about QQube and PowerBI is that you do not need to mess with any manual connections, relationships, or the like, to get started. 

All you will do is follow the steps here, and you are on your way.

Select Your Analytics

Ensure Successful Data Synchs

Open up a Pre-Configured Shell (Double Click on any Example)

Refresh your Data

The first thing you do, is to hit the refresh button on the Power BI ribbon: 

NOTE: When you open the first example it may ask you for credentials, because Power BI won't use the built in passwords for the two DSN's we install.  If it does:

• DSN Name: QQubeFinancials with password Financials
• DSN Name: QQubeUser with password User

QQube Financials is the super user and is used in financial summary and payroll analytics.

Once you have entered the credentials for both, it won't be necessary again.

Credentials

The refresh of data looks like this:

If you encounter any issues or error messages, you should again check to see that there are no synch errors, or that the correct subject was loaded as stated in the beginning of this guide.