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.
The Open invoices by Customer metric shows the total amount of unpaid invoices for each customer, providing insight into accounts receivable and cash flow.
Money Received is a financial metric in QuickBooks that represents the total amount of money received from customers or clients for goods or services sold within a given period of time. It helps businesses to track their sales revenue and cash flow accurately.
This metric tracks the total amount of accrued expenses categorized by subcategories other than the main expense categories in QuickBooks.
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.
This metric segments accrual-based current assets into subcategories like receivables, inventory, and prepaid expenses, offering detailed insight into asset allocation in QuickBooks.
Liabilities are financial obligations or debts owed by a business to creditors, suppliers, or other entities. It includes short-term, long-term, and contingent liabilities and is a measure of a company's financial obligations that must be paid in the future.
This metric shows the net cash used or received from investing activities like buying or selling assets, helping a business assess its investment performance in QuickBooks.
This metric shows the ratio of cash profit to cash revenue from operating activities, reflecting a business's efficiency in converting cash inflows into operating profit in QuickBooks.