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 (Cash) using Databox, follow these steps:
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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 Unpaid Expenses (Bills) Amount by Vendor metric displays the total amount of outstanding bills owed to specific vendors in QuickBooks.
The Open Balance by Vendor metric shows the total amount of unpaid invoices and bills for each vendor, which is essential for managing accounts payable and maintaining positive vendor relationships.
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.
The Balance metric refers to the difference between the total assets and total liabilities of a company at a given point in time. It indicates the financial position of the company and its ability to meet its financial obligations.
This metric segments accrual-based current assets into subcategories like receivables, inventory, and prepaid expenses, offering detailed insight into asset allocation in QuickBooks.
Net cash provided by Operating activities reflects the cash generated or used by an organization's core operations during a specific time period, excluding any financing or investing activities.
The Amount by Product metric refers to the total amount of revenue generated by each product sold in your business. It helps you identify your best-performing products and make data-driven decisions to optimize your sales strategy.
Net Cash Flows From Operations shows the cash generated by a business's core activities—customer receipts minus operating payments—highlighting operational cash efficiency.