QuickBooks Online to Power BI · UK · Fixed build

QuickBooks Power BI dashboard,by class, location and month

In short

A QuickBooks Online to Power BI dashboard for UK small businesses: the profit and loss, balance sheet, bank, invoices, bills, classes and locations pulled through the QuickBooks API into a Power BI model with pages for profit, cash, debtors and creditors, and margin by class and location, each checked to the QuickBooks trial balance. Fixed build from £1,495, three to five working days once access is in place, then an automated monthly refresh from £95 a month.

QuickBooks reports show one period well. Owners usually want twelve months side by side, by class or location, with cash and debtors on the same page. That is a data model problem, and building the model is most of the work.

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Stuart Wilson, ACMA CGMA Chartered Management Accountant · CIMA since 2013

What comes across from QuickBooks Online

QuickBooks Online API reports and entities used, and what each feeds. Checked 19 October 2026.
From QuickBooks Online	Feeds	Note
Profit and Loss, Balance Sheet, Trial Balance reports by month	Profit, balance sheet and reconciliation pages	Pulled per month so closed months stay stable
General Ledger report	Account-level detail behind every number	Lets a page drill from a total to the transactions
Aged Receivables and Aged Payables	Debtors and creditors pages	By customer and supplier, with days overdue
Bank and credit-card transactions, account balances	Cash page	Cash in and out by week; balances by account
Invoices, bills, sales receipts with line items	Margin and customer pages	Sales and cost of sales by item, customer, class and location
Classes and locations	Every page as a slicer	Both dimensions come across on each line
Accounts, customers, suppliers, items	Dimensions	Account groups follow your chart of accounts

Payroll, stock, a till or a booking system can be added as extra sources at a quoted price.

How the refresh runs

A connected app with read access is authorised against your QuickBooks Online company. You can disconnect it from QuickBooks at any time.
On a schedule the reports and transactions are pulled through the API into a small data store.
Power BI reads the store, so the refresh does not depend on anyone opening a file.
After each month's close the closed months are checked against the QuickBooks trial balance and you get a short recorded note on what moved. From £95 a month.

The dashboards page compares Power BI with Tableau and a web build, and the Xero to Power BI page covers the same build from Xero.

Questions people ask

How much does a QuickBooks Power BI dashboard cost?

A fixed build from £1,495, excluding VAT, for one QuickBooks Online company with the standard pages, then an automated monthly refresh from £95 a month. Several companies or extra data sources are quoted on top in writing.

How does QuickBooks Online data get into Power BI?

Through the QuickBooks Online API, authorised against your company with read access. The report endpoints (profit and loss, balance sheet, trial balance, general ledger, aged receivables and payables) and the transaction endpoints are pulled on a schedule into a small store that Power BI reads.

Do classes and locations come across?

Yes. Classes and locations are the dimensions most QuickBooks users slice by, and they come across on every transaction line so the profit and margin pages can be filtered by them.

Can I use QuickBooks Desktop?

Intuit ended QuickBooks Desktop in the UK on 30 June 2023, and its data is reached by export rather than API. If you are on Desktop the dashboard runs from scheduled exports, or the move to QuickBooks Online or Xero is done first as a separate fixed-price migration.

Can I edit the Power BI report myself?

Yes. You get the .pbix file and the data model documented. Publishing it for other people to view needs a Power BI licence per viewer from Microsoft; a web dashboard is the alternative with no per-user licence.

Get a fixed price for your business

Send your details in a five-minute form. I reply by email within one working day with the price and scope in writing. No call needed.

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About the firm and this page

Who does the work: Stuart Wilson, ACMA CGMA, personally. No juniors, no offshore team, no call centre. His career, 2002 to now · LinkedIn.
Credential: Chartered management accountant: a member of the Chartered Institute of Management Accountants (CIMA) since 2013, with the ACMA and CGMA designations. Seven years as Group Finance Director for a portfolio of SMEs in London (2017 to 2024).
What is not claimed: Not a registered auditor, so no audit opinions. No client counts, testimonials or results figures are published; the sample reports use labelled demo data. Filing as your HMRC agent is set up per client during onboarding.
Prices: Fixed price and fixed scope, in pounds, excluding VAT, agreed in writing before work starts. Delivered in 1 to 5 days or on a monthly cycle, with an onboarding form, email and recorded walkthroughs instead of meetings.
Relationship: BlackpeakCFO is a sister practice of CompanyStack (companystack.co.uk).
Last checked: 19 October 2026