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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
  • Technical 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

    QuickBooks Financials Overview

    Get a financial snapshot with our "Financial Overview Dashboard." Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Drive financial success effortlessly.

    QuickBooks

QuickBooks Balance (Cash) included in Report Templates 1

  • Details

    QuickBooks Financial Overview Report

    This report gives a snapshot of financial results using QuickBooks data on income, expenses, cash flow, balance sheet, and overall financials, supporting informed financial decisions.

    QuickBooks

General

  • 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

Specification

  • Metric Type
    general
  • Dimensional
    No
  • Decimal Digits
    Yes
  • Currency Units
    Yes
  • Granularities
    Daily, weekly, monthly, yearly, quarterly and all-time.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 36 months ago midnight to now.
  • Retroactive Data Updates
    Existing data is purged in favor of the most recent synced data.
  • Future Data Available
    No

Visualization

  • Default Format
    PrefixCurrency
  • Cumulative Graph
    No
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    Yes
  • 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.

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