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QuickBooks Current Assets (Cash) by Subcategory

This metric categorizes cash within current assets into subcategories like petty cash and checking accounts, providing a detailed view of available liquidity in QuickBooks.

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Current Assets (Cash) by Subcategory 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Current Assets (Cash) by Subcategory"?
Current Assets (Cash) by Subcategory aggregates cash balances within different subcategories—such as petty cash, checking accounts, and money market funds—in QuickBooks. It offers a granular view of liquid assets, aiding businesses in managing short-term obligations and optimizing overall cash liquidity.
Example: A business reviews its QuickBooks report on Current Assets (Cash) by Subcategory to verify that petty cash and checking account balances are accurately recorded.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

General

  • Description
    This metric categorizes cash within current assets into subcategories like petty cash and checking accounts, providing a detailed view of available liquidity 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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