Connect QuickBooks to Power BI in minutes
MetricBooks is the QuickBooks to Power BI connector built for finance teams. Automated sync, refresh-token handling, and Power BI–ready financial models. Also works with Tableau, Looker and any Postgres-compatible BI tool.
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How it works
- Connect QuickBooks — OAuth 2.0 flow with QuickBooks Online; we protect company identifiers and rotate refresh tokens automatically.
- Sync financial data — invoices, payments, customers, vendors, bills, chart of accounts, journal entries.
- Normalize — star-schema fact and dimension tables, calendar, and reporting views.
- Analyze — connect Power BI, Tableau, Looker, or any Postgres client to the clean warehouse.
Features
- Secure QuickBooks OAuth connection with encrypted token storage
- Automatic refresh-token rotation (every 100 days, no downtime)
- Power BI–ready financial models on a documented star schema
- Downloadable Power BI template (.pbix) — KPIs, AR aging, revenue trend, top customers
- AR / AP aging, revenue and 13-week cash-flow views
- Sync status monitoring with one-click retry and email alerts
- Tenant-level data isolation; per-tenant encrypted keys
Security
Your QuickBooks data is sensitive. MetricBooks treats it that way — encrypted in transit (TLS) and at rest with tenant-scoped keys, isolated by tenant, and read-only by default.
Also works with Tableau
The MetricBooks data warehouse is Postgres-compatible, so Tableau (via its native Postgres connector), Looker, Metabase, and other BI tools query the same clean financial model alongside Power BI.
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