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 Refunds metric in QuickBooks is a measurement of the total amount of money refunded to customers during a specific time period. It's an important metric to track to evaluate the effectiveness of your refund policy and customer satisfaction with your products or services.
The Unpaid Expenses (Bills) metric in QuickBooks shows the total amount of money owed to vendors or suppliers that have not yet been paid. It helps track outstanding payments and plan cash flow.
The Unpaid Expenses (Bills) by Vendor metric provides a snapshot of the outstanding bills owed to each vendor. This helps track payment obligations and ensure timely vendor payments.
Net Other Income (Accrual) is a financial metric that represents the profit or loss generated through various non-operating activities, such as interest income, dividend income, rent income, and gains from the sale of assets.
The Income (Accrual) by Category metric shows the total amount of revenue earned in a given period, categorized by various income sources such as sales, services, or fees. This metric uses accrual accounting, which records revenue when it's earned, regardless of when payment is actually received.
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.
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.
The Average Sales by Product metric displays the mean selling price for each product in the Product Service Summary report of QuickBooks, facilitating clear and direct pricing insights.