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.
Overdue Invoices is a metric that measures the amount of outstanding customer invoices that are past their due date and have not been paid yet. It helps monitor the cash flow and identify potential payment issues.
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 Paid Sales Receipts Amount metric refers to the total amount of sales receipts that have been marked as paid in QuickBooks, indicating how much revenue has already been collected.
Net Income (Accrual) measures the profitability of a business based on earned revenue and incurred expenses, regardless of when cash transactions occurred.
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.
Income (Cash) is a financial metric that measures the amount of actual cash received by a business during a specific period from sales, services, or other sources. It does not include non-cash revenues or expenses.
The Income (Cash) by Category metric in QuickBooks shows the total revenue received within a specific category over a selected time period, providing a clear picture of the sources of income for a business.
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.