For QuickBooks Users in Singapore

Power BI Dashboards for QuickBooks in Singapore

_{Five Finance Dashboards, Built on Your QuickBooks Data}

QuickBooks does the bookkeeping well. It's when you want to see the business — trends, comparisons, what next quarter looks like — that you end up in Excel again. We connect QuickBooks to Power BI and build the dashboards that view should have been, in your own workspace.

Book a Scoping Call

Power BI and enterprise finance systems since 1995

Trusted by 100+ customers

4.8/5 (100+ reviews)

Your QuickBooks data

General Ledger Receivables Budget

Power BI

We build the same for other platforms

Why Power BI for QuickBooks

QuickBooks Reports Stop Where the Real Questions Start

The Reports Are Fixed

You get the reports QuickBooks decided you needed. The moment you want something slightly different — this year against last, by entity, by segment — you're exporting to Excel and rebuilding it by hand.

Month-End Is Still Manual

Export, paste, reconcile, format, send. Every month, the same three hours, and a formula that breaks whenever someone adds an account.

More Than One Company File

If you run multiple entities, QuickBooks keeps them apart. Getting a group view means opening each one and combining the numbers yourself.

It Looks Backwards

Everything is what already happened. Nothing shows what's coming — which invoices are about to age, where cash lands in six weeks, whether this month is tracking ahead or behind.

How Your QuickBooks Data Gets Into Power BI

Two routes. An API connection that reads from QuickBooks directly, or a scheduled extract delivered securely on a set frequency. We set up either one — you don't touch it.

API connection

Scheduled extract

how current

Close to real-time

Usually updated overnight

best for

Watching cash and collections day to day

Monthly reporting and trends

your involvement

One setup session

Either way it runs automatically after go-live. No exports, no manual refresh, no one remembering to do it on the first working day.

The Five Dashboards

Five finance views, not five generic templates — each built to your chart of accounts and reading from the same model, so the numbers reconcile. Click through to see what each one covers.

Profit & Loss

This month against budget and against last year, with the ability to click into any line and see what's behind it.

Financial Performance

ActualBudget

Cash Position

What's in, what's out, what's committed — and what that means for the weeks ahead rather than the weeks behind.

Cash Position

Receivables & Collections

Ageing by customer, days sales outstanding, and a straight answer to "who do I chase this week."

Receivables & Collections

0–3031–6061–9090+

Balance Sheet

Position over time, so movements show up as trends rather than as a surprise at year end.

Balance Sheet

Executive Summary

The numbers you'd put in front of a board or a bank, on one screen, current as of the last refresh.

Executive Summary

What's included in every build

✓
Secure connection setup
✓
A properly built data model, not an export with charts on it
✓
Five dashboards, built to your chart of accounts
✓
Delivered in your own Power BI workspace
✓
Handover session with whoever runs your reporting
✓
An agreed support period after go-live

Is This Right for You?

✓

Good fit

✓

You're on QuickBooks Online and month-end still involves Excel

✓

You run more than one entity and want a combined view

✓

Someone senior keeps asking for numbers that take a day to produce

✓

You want reporting that doesn't depend on one person's spreadsheet

Probably not yet

Your chart of accounts hasn't been cleaned up — fix that first, we'll tell you honestly

You need one report once a quarter, not ongoing visibility

You're mid-migration to another system. Wait until you land.

QuickBooks and Power BI: Common Questions

Does this work with QuickBooks Online?

Yes. That's what most Singapore businesses are running, and it's what we build against by default.

Do we need Power BI licences already?

No. If you're starting fresh we'll advise on what you need and set the workspace up as part of the build.

Who owns the dashboards?

You do. They're built in your workspace, under your licences. If you stop working with us, nothing switches off.

Will it slow QuickBooks down?

No. The connection reads data on a schedule; it doesn't sit inside QuickBooks or affect how your team uses it.

Can we change the dashboards ourselves afterwards?

Yes, and we show you how at handover. Most clients adjust their own filters and views. Bigger changes we're happy to help with.

Can you combine QuickBooks with data from elsewhere?

Yes — that's usually where the real value shows up. Sales pipeline, operational spreadsheets, bank data. Worth raising on the scoping call.

Are there grants available in Singapore?

Singapore businesses have several support schemes for digital and analytics projects. See our grants page for current criteria.

Singapore Finance Teams We've Built For

We've been building reporting and planning systems for Singapore businesses since 1995 — through IBM TM1, Power BI, and the finance platforms that feed them. More than 100 organisations, from listed groups to growing mid-market companies.

★★★★★

"Forecasting used to feel like guesswork. ITLink helped us unify TM1 with Power BI, giving our leadership team confidence in the numbers for the first time. We're now able to forecast with accuracy and back our decisions with real-time insights."