Page 511 - JoFA_2022
P. 511
TECHNOLOGY
Running reports
To run this report, open QuickBooks, select Opening Power BI Desktop
Reports (ensure the Standard tab is selected), and
scroll down to the Transaction Detail by Account
standard report (see the screenshot “Running
Reports”). Run the report.
In Step 2, click the Export icon (found in the
upper right corner of the report) and select Export
to Excel. Note the location where the exported
file is saved (typically in the Downloads folder).
The QuickBooks report can now be exported and
Exporting report to Excel
IN BRIEF BI and prepare custom visualizations QuickBooks source data for business
and reports in Power BI using intelligence and data analysis in Power
■ Users can conduct advanced data QuickBooks data to meet client needs. BI. This article gives step-by-step
analysis using QuickBooks data in Power ■ There are multiple ways to access directions for two of them.
To comment on this article or to suggest an idea for another article, please contact Courtney Vien at Courtney.Vien@aicpa-cima.com.
20 | Journal of Accountancy December 2022
