Scaling New Heights

Advanced Training for Accounting Professionals

Introduction to building your own QBO dashboards with Power BI

Speaker(s): Ernest Cook

QBO has general purpose metrics that can fit a wide market but in this class we show you how to leverage the most popular and dynamic analytics platform available to provide your clients with up to date metrics that matter to them while future-proofing your business. During the session we will start from scratch to build a dashboard that you can immediately use to show meaningful QBO information and then expand on with information from other sources. We will also show how your client’s can expand their team’s online access to QBO data online while maintaining control of the data and end with a peek at how natural language queries will allow for no code self-service business intelligence.

Learning Objectives:

  • Understand the Power BI solution and how it can help you grow to the mid-market
  • Overview of types of connectors available for QBO data and discuss raw data available for reporting QBO information
  • Demystify BI buzzwords and understand how separating your client reporting from QBO will help you, and your clients
  • Understand Power BI license model
  • Understand natural language query and how it works


Length (in minutes): 50

Level (Basic, Intermediate, Advanced): Basic

Prerequisites: Previous use of QuickBooks Online

CPE Field of Study: Computer Software and Applications

CPE Hours: 1

EA/AFSP CE Hours: 0

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