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) by Vendor metric provides a snapshot of the outstanding bills owed to each vendor. This helps track payment obligations and ensure timely vendor payments.
Cost of Goods Sold (Cash) is a financial metric that calculates the direct costs incurred in producing goods or services sold during a specific period, reflecting the cash outflows related to inventory, manufacturing, and raw materials.
Other Income (Accrual) is a financial metric that tracks non-operating revenue recognized on an accrual basis, such as interest income, rental income, or gains from the sale of assets. It represents additional sources of income that are not derived from a company's main business operations.
The Other Income (Accrual) by Category metric tracks the earnings from non-primary business activities, categorized for easy analysis and accounting.
Net Operating Income (Accrual) is a measure of a company's profitability that subtracts operating expenses from operating revenues in a specific time period, regardless of when the cash is received or paid out.
Current Assets refer to the resources that are likely to be turned into cash in only one year or less. Examples include cash, inventory, accounts receivable, and prepaid expenses. It is a critical metric for evaluating a company's liquidity and ability to meet short-term obligations.
Liabilities are financial obligations or debts owed by a business to creditors, suppliers, or other entities. It includes short-term, long-term, and contingent liabilities and is a measure of a company's financial obligations that must be paid in the future.
The Quantity by Product metric indicates how much of a particular item has been sold over a given period of time and helps businesses make informed decisions regarding inventory management and purchasing.