DataSelf Analytics for QuickBooks with Power BI
The following is a summary of the BI, report, and dashboard templates available for:
Quickbooks Desktop
Quickbooks Enterprise
Quickbooks Online
Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
Data Warehouse Templates
The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables popular for reporting and data analysis. Customizing your data warehouse solution is easy. Adjustments and customizations can help tailor the solution to your needs and maximize the templates' value.
Click here to learn more about Data warehouse templates for QuickBooks.
Power BI Templates for QuickBooks
These templates include Power BI semantic model and workbooks. They work in conjunction with the data warehouse templates.
Click here to download a list of the Power BI templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards * | Dozens | Hundreds | Thousands |
AR Aging Today * | ✅ | ✅ | ✅ |
GL Transaction * | WIP | WIP | |
Purchase Order | ✅ | ✅ | ✅ |
Sales Invoice * | ✅ | ✅ | ✅ |
All Power BI templates require adjustments and customizations before providing value.
Keywords: out-of-the-box templates, MS Microsoft Fabric, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs.