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TECHNOLOGY

One major advantage of column contains account information, we can filter
unwanted accounts by clicking on the Split column,
the QuickBooks interface then clicking on the drop-down arrow on the
right side of the column header. Uncheck any un-
wanted accounts for analysis purposes, deselect any
approach is that data is bank accounts and the Accounts Payable account,
then click OK. Upon completing this step, select
Close & Apply to load the data into Power BI (see
automatically updated the screenshot “Removing Unwanted Rows” on the
previous page).
Power BI now contains the transformed data
upon reentering Power BI for the Transaction Analysis via visualization. Data
can be viewed by selecting the Data View mode
(described earlier).
after QuickBooks data QUICKBOOKS INTERFACE APPROACH

QuickBooks data is connected directly to Power
has been modified. BI using the QuickBooks interface connector
when using the QuickBooks interface approach.
To use this approach successfully, it’s best that
users are knowledgeable about primary key
and foreign key databases in order to de-
velop the necessary relationships for Power BI
data analysis.
To use this approach, open the Power BI

Get Data

26 | Journal of Accountancy December 2022