DataboxDatabox Databox

QuickBooks Balance (Cash)

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.

With Databox you can track all your metrics from various data sources in one place.

Balance (Cash) 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Balance (Cash)"?
The Balance metric is the total amount of money in a specific account at a given point in time. It represents the net difference between the total amount of debits and total amount of credits in the account. It is an important metric in monitoring and managing the financial health of a business.
Example: Example: The balance metric in QuickBooks can help business owners keep track of their cash flow by showing the amount of money they have on hand after subtracting their expenses from their income.

Visualizations

  • Databox visualization

    Number

    Used to show a simple Metric or to draw attention to one key number.

How to track Balance (Cash) in Databox?

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 (Cash) using Databox, follow these steps:

  1. 1
    Connect QuickBooks that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Balance (Cash) on the Performance screen
  6. 6
    Get Balance (Cash) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Balance (Cash)
QuickBooks integration with Databox Track Balance (Cash) from QuickBooks in Databox GET STARTED

QuickBooks Balance (Cash) included in Dashboard Templates 1

  • Live view

    E-commerce Financial Dashboard (WooCom + QuickBooks)

    Maximise e-commerce financial insights with our WooCommerce + QuickBooks dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable data-driven decisions.

    QuickBooks WooCommerce Google Analytics 4

Basics

  • Description
    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.
  • Category
    Accounting
  • Subcategory
    Balance
  • Date Added
    2016-05-20
  • Default Format
    PrefixCurrency
  • Cumulative Support
    No
  • Units
    Yes
  • Granularities
    daily, weekly, monthly, yearly, quarterly, allTime
  • Favorable Trend
    increasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    Yes
  • Media Support
    No
  • Dimension
    N/A
  • Metric Type
    general Learn more
  • API Endpoint
    https://quickbooks.api.intuit.com/v3/company/{realmId}/reports/BalanceSheet
  • Visibility of Quickbooks Bank Accounts in Databox

    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.

Track all of your key business metrics from one screen

GET STARTED
Databox app preview