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.
Open Invoices is a metric that tracks the total amount of unpaid customer invoices that are outstanding in a QuickBooks account. It helps businesses easily monitor their accounts receivable and ensure timely payment collection.
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.
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.
The Cost of Goods Sold (Accrual) metric represents the direct costs incurred in producing goods or services sold during a specific period.
The Cost of Goods Sold (Accrual) by Subcategory metric tracks the total cost of producing or purchasing the goods sold in each subcategory during a specific period.
The Other Income (Cash) by Category metric shows the amount of cash received from sources other than core business activities, categorized by type.
Net Operating Income (Cash) is a profitability metric that reflects the income generated by a business's operations after deducting operating expenses and taxes but before deducting interest and other non-operating expenses.
Net cash provided by Financing activities is the total amount of cash received from or used in financing activities, including debt and equity transactions, during a specified period of time.