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QuickBooks Balance Bank Accounts (Accrual)

This metric aggregates bank account balances using accrual accounting, factoring in outstanding transactions to give a comprehensive financial view in QuickBooks.

With Databox you can track all your metrics from various data sources in one place.

Balance Bank Accounts (Accrual) 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Balance Bank Accounts (Accrual)"?
Balance Bank Accounts (Accrual) aggregates a business's bank account balances in QuickBooks using accrual accounting. It records transactions when earned or incurred, incorporating outstanding checks, deposits in transit, and adjustments to offer a complete view of financial position.
Example: A business reviews its accrual bank balance report at month-end to reconcile outstanding checks and deposits in transit with its bank records.

Visualizations

  • Databox visualization

    Number

    Used to show a simple Metric or to draw attention to one key number.

How to track Balance Bank Accounts (Accrual) in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Balance Bank Accounts (Accrual) using Databox, follow these steps:

  1. 1
    Connect QuickBooks that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Balance Bank Accounts (Accrual) on the Performance screen
  6. 6
    Get Balance Bank Accounts (Accrual) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Balance Bank Accounts (Accrual)
QuickBooks integration with Databox Track Balance Bank Accounts (Accrual) from QuickBooks in Databox GET STARTED

General

  • Description
    This metric aggregates bank account balances using accrual accounting, factoring in outstanding transactions to give a comprehensive financial view in QuickBooks.
  • Category
    Accounting
  • Subcategory
    Balance
  • Date Added
    2016-05-20

Specification

  • Metric Type
    general
  • Dimensional
    No
  • Decimal Digits
    Yes
  • Currency Units
    Yes
  • Granularities
    Daily, weekly, monthly, yearly, quarterly and all-time.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 36 months ago midnight to now.
  • Retroactive Data Updates
    Existing data is purged in favor of the most recent synced data.
  • Future Data Available
    No

Visualization

  • Default Format
    PrefixCurrency
  • Cumulative Graph
    No
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    Yes

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