Automated Custom P&Ls in Power BI with Quickbooks data

Step-By-Step build Financial Statements in Power BI with your QuickBooks Data

Created by: Dawn King
Experienced QuickBooks Accountant & Power BI Reporting

What Will I Learn?

• Learn an easy way to get QuickBooks Data into Power BI that you don't need to be a database engineer to master. Any business professional can learn this!
• Learn tips for setting up your QuickBooks Data in a way that will give you the greatest flexibility when you build reports in Power BI
• Learn the basics of how to connect data together in Power BI, beginning with your General Ledger.
• Learn how to navigate in Power BI and how to build basic financial reports in it using your QuickBooks financial data
• Learn how to enhance your Chart of Accounts in Power BI so you can customize different versions of your Profit & Loss that all tie back to QuickBooks Data

Requirements

• Basic QuickBooks skills and a QuickBooks data file that you want to use to create your custom Profit and Loss Statement
• Experience with making pivot tables in excel will be helpful, but not required
• No programming experience needed. You will learn everything you need to know

Target audience

• Users of QuickBooks who want to learn how to make their lives easier by automating their complex reports and calculations
• Accountants who want to turbo-charge their PowerBI skills