Check your email for an activation email. If you haven’t created a SeedMetrics account, you can do so here.
Within the SeedMetrics portal, under Getting Started, click the QBO connectors page. Connect your data by logging into Quickbooks Online just as you normally would. Once you’ve connected your data, we’ll automatically begin your initial export job. Depending on how much historical data needs to be exported, this can take up to 30+ minutes. While you wait, continue configuring the connector with the instructions below.
Under Getting Started, navigate to the Whitelist IP Address page. Add the public IP address of any device you plan to connect to the Quickbooks Connector. If you’re unsure of your current IP address, you can find it here. If you’re connecting via a remote desktop, or another type of virtual machine, you must enter the IP address of that device as well.
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Your connector will not work until you whitelist your IP addresses!
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When you initially connect your data, SeedMetrics will automatically extract our default tables necessary to build out our Premium Data Model. However, you can add additional tables and can connect to them directly in Power BI by following the instructions below: