Microsoft Power BI Custom Connector (.MEZ)

The Enterprise Financial Bridge for Power BI & QuickBooks Online

Expose your entire QuickBooks Online accounting ledger to Microsoft Power BI with native SQL query folding, relational Order-to-Cash and Procure-to-Pay models, and zero 401 refresh drops.

Download .MEZ Package (27 KB)

Power Query M 2.0Table.View Query FoldingSupportsGateway = trueIncremental Refresh

Live Architecture Simulator

Explore Foldable Relational Tables & SQL Pushdown

Power BI Desktop • QuickBooksOnline.mez

Query Folding: Active (Table.View Pushdown)Incremental Refresh Ready

Entity Relational Model

Token Rotation:Proactive (50m TTL)

Concurrency Gate:10 parallel slots

Gateway Compatible:SupportsGateway = true

Table Preview: Invoice(4 sample rows shown)

M Incremental Range:

id	docNumber	customer	amount	balance	status	date
1042	INV-2026-001	Apex Global Ltd	$4,850.00	$0.00	Paid	2026-09-28
1043	INV-2026-002	Nexus Enterprises	$12,400.00	$12,400.00	Overdue	2026-09-15
1044	INV-2026-003	Horizon Studio LLC	$1,620.00	$1,620.00	Pending	2026-10-01
1045	INV-2026-004	Starlight Digital	$8,900.00	$0.00	Paid	2026-09-22

Generated Pushdown Query (Executed by Intuit API)

Zero Client CPU Filter Overhead

SELECT * FROM Invoice WHERE MetaData.LastUpdatedTime >= '2026-09-01T00:00:00Z' AND MetaData.LastUpdatedTime < '2026-10-04T00:00:00Z' ORDERBY MetaData.LastUpdatedTime DESC STARTPOSITION 1 MAXRESULTS 1000

Why Standard QBO Connectors Fail

Built for enterprise financial volume and certifiable stability.

Full SQL Pushdown via Table.View

Standard connectors download thousands of unnecessary rows and filter them in memory, hitting API rate limits. Heirview parses your Power Query M expressions and folds them into native Intuit SQL queries (WHERE, ORDERBY, MAXRESULTS).

Normalized Order-to-Cash & P2P

Never deal with messy nested JSON arrays again. Heirview exposes parent tables (Invoice, Bill, Payment) with clean 1:N relational child line tables (InvoiceLine, BillLine), complete with expanded reference keys.

Proactive Token Refresh at 50m

QuickBooks access tokens expire after 60 minutes. Heirview executes proactive token refresh at 50 minutes and immediately persists single-use rotating refresh tokens, ensuring scheduled dataset refreshes in Power BI Service never abort.

Setup Walkthrough

Get running in 3 minutes.

Download the .MEZ Connector Package

Download QuickBooksOnline.mez from Heirview.

Download QuickBooksOnline.mez

Place in Custom Connectors Directory

Copy the downloaded file to your local Power BI Custom Connectors folder:

C:\Users\<YourUsername>\Documents\Power BI Desktop\Custom Connectors

Tip: In Power BI Desktop options, under Security > Data Extensions, select "Allow any extension to load without validation or warning".

Connect & Authorize QuickBooks

Open Power BI Desktop, click Get Data > Online Services > QuickBooks Online (Heirview), enter your QuickBooks Realm ID, enter your License Key (or leave blank for 14-day trial), and sign in via Intuit OAuth 2.0.