I was looking for a way to connect Power BI to QuickBooks. Previously, I was manually entering the budget actual data into Excel sheets before connecting them to Power BI, but this took a lot of time and was prone to errors and typos.

During my research, I found Coupler.io, and I really liked how easy it was to connect to QuickBooks, as well as the speed at which it refreshed data. For example, if I enter a transaction into QuickBooks, it appears on my dashboard within minutes. The UI is also easy to use.

I had a few queries regarding certain data formats, and the customer service was very good. I was able to book a call within a day of requesting one with Olha, who was really helpful and resolved my issue.

From a pricing perspective, considering that the process is now almost completely error free and frees up my time to focus on more important tasks, I think it is definitely worth it. I estimate it will save me around 4 hours per month and allow me to be more productive. Review collected by and hosted on G2.com.

The only issue is that there are certain P&L formats I would like to have.

I can get the P&L by class from QuickBooks, but that report does not show the profit for each individual class, only the total profit.

However, I found a workaround that allows me to have both. Review collected by and hosted on G2.com.