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 Cost of Goods Sold (Cash) by Category metric measures the amount of money spent on raw materials and production costs related to each category of goods sold, providing insight into profitability and spending patterns.
The Cost of Goods Sold (Accrual) metric represents the direct costs incurred in producing goods or services sold during a specific period.
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.
Gross Profit (Accrual) is a financial metric that calculates the profit a company earns after deducting the cost of goods sold and adjusting for accrued expenses and revenue, regardless of whether or not the money has exchanged hands.
Current Liabilities measures the amount of money a company owes for debts that are due within a year, such as loans, accounts payable and taxes.
EBIT (Accrual) reflects a company's earnings before interest and taxes, derived from cash transactions. It's determined by subtracting operating expenses from gross profit.
Inventory metric refers to the amount of stock or products a business has on hand at any given time. It helps to track inventory levels and measure inventory turnover to optimize cash flow and profitability.
This metric shows the ratio of cash profit to cash revenue from operating activities, reflecting a business's efficiency in converting cash inflows into operating profit in QuickBooks.