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Other questions
Hello there, Andriy. I'm here to point you in the right direction and get further help.
I've checked and couldn't find any reported or known issue about the standard field (Client type) being missing when pulling up Customers into Power Bi. I recommend reaching out to them about it. This enables them to investigate further and guide you on the things to do. You can find their contact information through the Intuit Marketplace, Here's how:
- Log on to the QuickBooks Online Apps Store.
- Search for the Microsoft Power BI app.
- Under FAQs, review the Contact and Support information.
If you're all good with this, feel free to browse these modules for more information on processing payments online:
- Take and process payments
- What to do if customers can't pay their invoices online
- Find out when QuickBooks Payments deposits customer payments
Please don't hesitate to get back here if you have clarification about this or QuickBooks. I'm just around the corner to help. Have a good one and keep safe.