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However, the good news is that I have found a way to make this work reliably, every time. Begin your connection as usual, by going to Data / From Other Sources / From Microsoft Query. Browse to the location where your Quick Books company file resides, select the DSN file that matches the company file name, and click Open.

Let’s start with a simple example and a simple query. Your file may be stored on a server, or it may be stored locally. On the Login tab, enter the credentials you established for the Custom Reporting ODBC Connection.

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However, if you’ve ever tried using it with Excel, you may have been frustrated to learn that it doesn’t always work as expected.Power BI automatically connects to the workbook on One Drive, or Share Point Online, about every hour to check for updates.If the workbook has changed, Power BI will refresh the dataset and reports in the Power BI service.You can refresh on the dataset in the Power BI service.When you manually refresh, or schedule refresh, on the dataset, Power BI connects directly to the external data sources to query for updated data it then loads into the dataset.

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