Tableau QuickBooks Online Connector

QuickBooks Online

Right arrow
Azure SQL Server Logo

Azure SQL Server

Right Arrow

Tableau

Tableau QuickBooks Online Connector by Vidi is the most convenient solution for integrating QuickBooks data into your analytics workflow, solving multiple challenges. Designed for businesses, accountants, and data analysts, this connector bridges the gap between your accounting data and Tableau.

  • Skip the hassle of rebuilding Profit & Loss statements, Balance Sheets, and other reports from over 100 disparate tables! We’ve consolidated all your data into an intuitive, ready-to-use format.
  • Merge data from multiple QuickBooks Online accounts into a single, streamlined dataset.
  • Seamlessly connect QuickBooks Online to Tableau, Power BI, Excel, Looker Studio, and any other BI or analytics platform you prefer.

Benefits of our Tableau QuickBooks Online connector

One of the key benefits to connect QuickBooks Online to Tableau is the ability to blend it with other data sources. You will not just be monitoring only financial metrics but also advanced analytics. You can also correlate them with operational drivers. This will help you to obtain a complete view of business performance.

For example, you could combine:

With Vidi’s Tableau QuickBooks Online Connector, you can turn raw call data into actionable insights for smarter decision-making. 

Our customers

  • The Healthy Lunchbox Logo
  • Sygnal CFO Logo
  • Ivisys logo
  • Leeward Logo
  • Barntools logo
  • Alvita Care Logo

Case Studies – Tableau QuickBooks Online Connector

Power BI Dashboard

Challenge

Question Mark Icon

The client has an ongoing need to report to 35 clients based on the standard Power BI templates. Extracting data manually into Excel used to take 6 hours per month, resulted in manual errors and the process wasn’t scalable.

Solution

Light Bulb Icon

The Power BI QuickBooks Online connector by Vidi was used to extract data automatically from all the clients and combine it in a single database. The free QuickBooks Power BI template was used to visualise the data immediately after purchase.

Retail shop

Challenge

Question Mark Icon

The client is the CEO of the retail company with 5 locations with one QuickBooks Online account per location. They needed some way of viewing the data of all the 5 locations together.

Solution

Light Bulb Icon

The client used the “add a company” feature of the Power BI QuickBooks Online connector by Vidi to add all 5 of their QuickBooks Online accounts into the same dataset. As a result, they were able to see the data for all the 5 companies together in a Power BI management report.

Software development

Challenge

Question Mark Icon

The client struggled with building the Power BI reports from the native QuickBooks Online Connector. After spending dozens of hours trying to blend the data and not getting their numbers to match, they inquired about our connector.

Solution

Light Bulb Icon

The easy data format inside of the Power BI QuickBooks Online connector by Vidi allowed the client to build the custom reports they needed with ease! The free QuickBooks Power BI template also allowed them to get started with the reporting quickly!

3 easy steps to connect Tableau to QuickBooks Online

We offer a no-code integration that extracts data from QuickBooks Online API into an Azure SQL Server database. Once extracted, you can connect your Azure SQL Server database to Tableau. This integration is stable and supports large data volumes, if needed. 

Install Power BI Quickbooks Online Connector

Register Your Account

After registration select your database usage preferences in this window. The “Use Vidi Database” option preloads your data to a database hosted by Vidi Corp. If you own an Azure account, you could also create your database 

Connect new company

Connect new company

Once tables are created, go ahead and reopen the install tab to show the next step in the installation process. Connect new company – Click the button to extract data from the QuickBooks Online company you want to connect with. You can click the button any number of times if you want to connect multiple companies.

Wait for the data to sync

Wait for the data to sync

In Tableau, from Connect to Data > Azure SQL Server, select the Server name and Database, username and possword from your email. Once logged in, select which tables you want to import into your Tableau dashboard.

Easy data model

Our Tableau QuickBooks Online Connector extracts data in a structured format, saving you dozens of hours in data preparation. You will get ready-to-use tables such as:

  • Profit and Loss Detail
  • Balance Sheet Detail
  • Cash Flow Detail
  • Account Receivables
  • Sales by Customer
  • Budget
  • Budget Detail
  • Invoice
  • Invoice Custom Field
  • Invoice Txn
  • Account

Additional customisations are available upon request.

Pricing

$1200 per year

Calendar Icon

14 days free trial

Network Icon

Unlimited number of QuickBooks Online accounts

Power BI Dashboard icon

Unlimited Customer Support

  • P&L Dashboard Icon P&L Visualised
  • P&L Table Icon P&L Table
  • Balance Sheet Icon Balance Sheet Visualised
  • Balance Sheet Table Icon Balance Sheet Table
  • Cash Flow Icon Cash Flow Visualised
  • Cash Flow Table Icon Cash Flow Table

Reviews

Great service and tools worked exactly as expected

Michael Khoury

5 stars

The team at Vidi has been great to work with! Super responsive to my numerous questions, and even going so far as to help me learn and make small changeson my own.

Chris Ginsbach

5 stars

Great group to work with, understood my needs and helped me design a solution that works

Michael Russell

5 stars