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QuickBooks Balance by Bank Accounts & Credit Cards (Accrual)

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.

Balance by Bank Accounts & Credit Cards (Accrual) 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Balance by Bank Accounts & Credit Cards (Accrual)"?
This metric aggregates the current balances from all bank and credit card accounts connected to QuickBooks, providing instant insight into your total available funds and liabilities. It's crucial for accurate account reconciliation and financial oversight, helping you to identify discrepancies and ensure the reliability of your financial data.
Example: Example: A business owner uses the Balance by Bank Accounts & Credit Cards metric to ensure that their bank account and credit card balances match with their QuickBooks records, helping to identify any discrepancies or errors.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Balance by Bank Accounts & Credit Cards (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 by Bank Accounts & Credit Cards (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 by Bank Accounts & Credit Cards (Accrual) on the Performance screen
  6. 6
    Get Balance by Bank Accounts & Credit Cards (Accrual) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Balance by Bank Accounts & Credit Cards (Accrual)
QuickBooks integration with Databox Track Balance by Bank Accounts & Credit Cards (Accrual) from QuickBooks in Databox GET STARTED

Basics

  • Description
    Displays current balances from linked bank and credit card accounts in QuickBooks, providing a complete snapshot of your financial position.
  • 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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