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QuickBooks Current Assets (Cash) by Category

This metric categorizes cash items within current assets (e.g., checking accounts, petty cash) to provide a clear view of available liquidity for short-term needs in QuickBooks.

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

Current Assets (Cash) by Category 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Current Assets (Cash) by Category"?
Current Assets (Cash) by Category aggregates the cash components of current assets—such as checking accounts, petty cash, and cash equivalents—sorted by category in QuickBooks. This metric provides a detailed view of available liquid resources, aiding businesses in managing short-term financial obligations and ensuring optimal liquidity.
Example: A business reviews its Current Assets (Cash) by Category report in QuickBooks after receiving multiple deposits to confirm funds are correctly allocated across various cash accounts.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Current Assets (Cash) by Category 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 Current Assets (Cash) by Category 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 Current Assets (Cash) by Category on the Performance screen
  6. 6
    Get Current Assets (Cash) by Category performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Current Assets (Cash) by Category
QuickBooks integration with Databox Track Current Assets (Cash) by Category from QuickBooks in Databox GET STARTED

General

  • Description
    This metric categorizes cash items within current assets (e.g., checking accounts, petty cash) to provide a clear view of available liquidity for short-term needs in QuickBooks.
  • Category
    Accounting
  • Subcategory
    Assets
  • Date Added
    2016-05-20

Specification

  • Metric Type
    general
  • Dimensional
    Yes
  • 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
    No

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