Connect Quickbooks with Power BI for Unparalleled Analytics & Planning

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Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly. 

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  • Cloud based data warehouse with your QuickBooks data.
  • Ready-made, interactive dashboards & reports in Power BI Desktop and Excel.
  • Comprehensive planning functionality directly from Power BI (top down/bottom entry, visual planning, etc.)

    • QuickBooks Power BI Integration for Better Business Insights

    Watch How to Connect QuickBooks with Power BI & Excel

    By connecting QuickBooks with Power BI you get detailed business insights of financial data that can be used to improve decision making and strategic planning. You can also generate financial visualizations that can be used to track business performance of key metrics.

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    Benefits of Integrating QuickBooks with Power BI

    Acterys is an integrated platform that adds professional financial reporting, planning & consolidation functionality to QuickBooks accounting and other solutions. All your requirements on one platform integrated with Power BI & Excel:

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    Serious Analytics For QuickBooks

    Acterys Apps for QuickBooks provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. You can customize and extend the model exactly to your needs e.g. account mappings, KPI’s, etc. and add nearly any other data source (CRM, POS, Inventory, etc.).

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    Stunning Reports & Dashboards

    The Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau) and the powerful Acterys Excel Add-in. The easiest way to build dynamically updating reports, planning and forecasting forms exactly as needed with a live read/write connection to every detail from your QuickBooks data.

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    Versatile Planning & Forecasting

    Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.

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    Effective QuickBooks Company Consolidation

    Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited QuickBooks companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

    Customer Testimonials About Acterys QuickBooks Power BI Integration

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    Effective QuickBooks Planning and Modelling in Power BI

    Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.

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    Add Any Source

    In addition to Acterys Connectors to other accounting and SaaS sources the Premium Edition enables you to add any data source the easiest way with the unique Cube Wizard.

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    Build Your Own Models

    Acterys Apps come with ready made models for reporting, consolidation and planning. For those that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.

    What is QuickBooks?

    QuickBooks is easy to use online accounting software that’s designed specifically for small businesses.

    • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
    • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
    • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
    • QuickBooks has all you need to run your business — including invoicing, paying bills, sales tax returns, reporting & more.

    Find out more or Try QuickBooks Accounting Software for free.

    How To Connect QuickBooks with Power BI Using Acterys

    After your onboarding session when you have registered at the ACTERYS site app.acterys.com, you will see this screen:

    Click on “Add Model” to link your QuickBooks company file with ACTERYS. This process will create cloud-based relational (based on MS SQL Server) and a multi-dimensional data model with your data.

    Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.

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