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QuickBooks Balance by Bank Accounts (Cash)

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.

Balance by Bank Accounts (Cash) 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Balance by Bank Accounts (Cash)"?
The Balance by Bank Accounts metric in QuickBooks is a financial report that shows the current balance of each of your connected bank accounts. This report can help you easily monitor your cash flow and make informed financial decisions based on your available funds.
Example: E.g., Use "Balance by Bank Accounts" to track cash on hand and reconcile/verify bank statements for a small business that operates with multiple bank accounts.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Balance by Bank Accounts (Cash) 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 by Bank Accounts (Cash) 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 by Bank Accounts (Cash) on the Performance screen
  6. 6
    Get Balance by Bank Accounts (Cash) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Balance by Bank Accounts (Cash)
Goals

Set Goals to track and improve your performance
Scorecards

Get your daily progress every morning with Scorecards
Metric Digest

Receive detailed weekly performance updates
Metric Builder

Built your own custom metrics with Metric Builder
Data Calculations

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Performance Screen

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QuickBooks integration with Databox Track Balance by Bank Accounts (Cash) from QuickBooks in Databox GET STARTED

Basics

  • Description
    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.
  • Category
    Accounting
  • Subcategory
    Balance
  • Date Added
    2016-05-20
  • Default Format
    PrefixCurrency
  • Cumulative Support
    No
  • Units
    Yes
  • Granularities
    daily, weekly, monthly, yearly, quarterly, allTime
  • Favorable Trend
    increasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
    general Learn more
  • API Endpoint
    https://quickbooks.api.intuit.com/v3/company/{realmId}/reports/BalanceSheet

  • Visibility of Quickbooks Bank Accounts in Databox

    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.

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