Displays current balances from linked bank and credit card accounts in QuickBooks, providing a complete snapshot of your financial position.
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 & Credit Cards (Accrual) 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.
This metric shows the total amount of overdue customer invoices categorized by their respective due dates.
Total Expenses (Cash) by Vendor metric shows the total amount of cash paid to each vendor as expenses over a specific time period. It helps businesses track their spending and identify where their money is going.
The Unpaid Expenses (Bills) Amount by Vendor metric displays the total amount of outstanding bills owed to specific vendors in QuickBooks.
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.
Current Assets refer to the resources that are likely to be turned into cash in only one year or less. Examples include cash, inventory, accounts receivable, and prepaid expenses. It is a critical metric for evaluating a company's liquidity and ability to meet short-term obligations.
Revenue Growth (Accrual) shows how much a company's cash revenue has gone up or down over time. It's found by looking at the difference in revenue between two periods.
Inventory metric refers to the amount of stock or products a business has on hand at any given time. It helps to track inventory levels and measure inventory turnover to optimize cash flow and profitability.
The Average Sales by Product metric displays the mean selling price for each product in the Product Service Summary report of QuickBooks, facilitating clear and direct pricing insights.