QuickBooks
Balance by Bank Accounts & Credit Cards (Cash) 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:
Goals
Scorecards
Metric Digest
Metric Builder
Data Calculations
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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.
QuickBooks
The Open invoices by Customer metric shows the total amount of unpaid invoices for each customer, providing insight into accounts receivable and cash flow.
QuickBooks
The Paid Invoices metric in QuickBooks tracks the total amount of money received from customers against the invoices that you have marked as paid.
QuickBooks
Total Expenses (Cash) by Vendor metric shows the total amount of cash paid to each vendor as expenses over a specific time period. It helps businesses track their spending and identify where their money is going.
QuickBooks
Total Expenses (Accrual) metric represents the total expenses recorded by a company during a specific period, including incurred expenses that have not yet been paid. It is an important measure of a company's profitability and financial health.
QuickBooks
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.
QuickBooks
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.
QuickBooks
Gross Profit Margin (Cash) is a financial metric that measures how much money a company is earning from its sales after accounting for the cost of goods sold, taking into account cash transactions.
QuickBooks
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.
