Visualize Live QuickBooks Time Data in Power BI (via CData Connect Cloud)

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to QuickBooks Time data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to QuickBooks Time, connect to QuickBooks Time data from Power BI and then create reports on QuickBooks Time data in Power BI.

Configure QuickBooks Time Connectivity for Power BI

Connectivity to QuickBooks Time from Power BI is made possible through CData Connect Cloud. To work with QuickBooks Time data from Power BI, we start by creating and configuring a QuickBooks Time connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "QuickBooks Time" from the Add Connection panel
3. Enter the necessary authentication properties to connect to QuickBooks Time.

   TSheets uses the OAuth2 standard for authentication and authorization. To construct your own OAuth app and connect to data, refer to OAuth section in the Help.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add QuickBooks Time Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to QuickBooks Time data from Power BI.

Query QuickBooks Time Tables

Follow the steps below to build a query to pull QuickBooks Time data into the report:

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect Cloud account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your QuickBooks Time data from Power BI

Create QuickBooks Time Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to QuickBooks Time Data from Data Applications

With CData Connect Cloud you have a direct connection to QuickBooks Time data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating QuickBooks Time data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including QuickBooks Time) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.