The Balance by Bank Accounts metric is a financial measure that displays the total amount of money available in each bank account in your QuickBooks software.
With Databox you can track all your metrics from various data sources in one place.
Used to show comparisons between values.
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 by Bank Accounts (Cash) using Databox, follow these steps:
In order for a Bank Account from Quickbooks to be visible in metrics in Databox, the Bank Account must be visible in the Balance Sheet report in Quickbooks under the Assets > Current Assets > Bank Accounts tree.
Open Invoices Amount by Customer indicates the total amount of unpaid customer invoices that are currently open and owed to the business. It is a key metric for monitoring cash flow and collections.
Total Expenses (Accrual) by Subcategory is a metric that shows the aggregate amount of expenses incurred by each subcategory in a business. It helps track and analyze spending patterns within specific expense categories for better financial management.
Expenses (Accrual) metric tracks all expenses incurred by the company, regardless of whether the payment has been made or not. It includes the expenses that are due but not yet paid, allowing businesses to accurately record their financial obligations and track their cash flow.
Gross Profit (Cash) is a financial metric that calculates the amount of money a business earns after deducting the cost of goods sold. It represents the profit a company generates from its core business operations before factoring in other expenses.
The Balance metric refers to the difference between the total assets and total liabilities of a company at a given point in time. It indicates the financial position of the company and its ability to meet its financial obligations.
This metric categorizes cash within current assets into subcategories like petty cash and checking accounts, providing a detailed view of available liquidity in QuickBooks.
This metric categorizes cash-based short-term liabilities in QuickBooks, providing clear insight into immediate cash obligations for effective liquidity and financial management.
The Quantity by Product metric indicates how much of a particular item has been sold over a given period of time and helps businesses make informed decisions regarding inventory management and purchasing.