QuickBooks is an accounting software that helps businesses manage their finances efficiently. It offers features such as invoicing, bill payment, inventory tracking, and financial reporting, making it easier to streamline operations and track financial data accurately.
QuickBooks is an easy accounting software built for small business to stay in sync with your bank, track your expenses, pay bills, and manage invoices.
With Databox, your most important QuickBooks KPIs will be transformed into meaningful insights and delivered to your mobile, Apple Watch, TV display or Slack channels. One of the key benefits of Databox is the ability to combine multiple data sources in one place. This will help you maintain an overview of your business’ finances.
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Future data is available for all Quickbooks metrics, however, discrepancies or no data might appear in showing future data for Current metrics. This means that data will be displayed for the selected Date Range even if a portion of dates in that time period are future dates. This may not be the case for Current metrics.
This means that data will be displayed for the selected Date Range even if a portion of dates in that time period are future dates. This may not be the case for Current metrics.
Current Quickbooks metrics:
For cases where Current Quickbooks metric does show future data – if ‘This Year’ is selected as the Date Range, Databox will fetch data for the period from 12 months ago to the end of the current year. If the given metric has any values greater than 0 within this interval, Databox will show these values and store them in the warehouse. If the Date Range is later changed to ‘This Month’, Databox will fetch data for the period from 12 months ago to the end of the current month. If the given metric does not have any values greater than 0 within this new interval, the QuickBooks API will not return any values and Databox will display the latest stored value for the metric. In this example, Databox will show the value for the Date Range ‘This Year’ even when the selected date range is ‘This Month’.
Databox does not support syncing data for QuickBooks metrics if the headers in the QuickBooks account have been customized. To sync data between QuickBooks and Databox as expected, headers should not be renamed in the connected QuickBooks accounts.
Databox does not support custom setups of QuickBooks accounts (users changing reports to have their own groups / sections). While adding sections or groups can still work in terms of syncing data, removing the default sections and groups from the report will result in Metric Builder (and possibly Basic metrics) returning no data in Databox.