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.
Total Expenses (Cash) by Category is a metric that shows the amount of money spent on each expense category in cash terms over a specific period in QuickBooks.
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.
Other Expenses (Cash) by Category metric categorizes and tracks all cash outflows not included in other expense categories. It helps analyze and monitor miscellaneous expenses incurred by the business.
The Other Income (Accrual) by Category metric tracks the earnings from non-primary business activities, categorized for easy analysis and accounting.
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.
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.
Gross Profit Growth (Accrual) measures the change in cash-based gross profit from one period to the next. It is found by subtracting the cost of goods sold (COGS) from total revenue and then comparing this figure between two periods.