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QuickBooks Income (Accrual) by Category

The Income (Accrual) by Category metric shows the total amount of revenue earned in a given period, categorized by various income sources such as sales, services, or fees. This metric uses accrual accounting, which records revenue when it's earned, regardless of when payment is actually received.

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Income (Accrual) by Category 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Income (Accrual) by Category"?
The Income (Accrual) by Category metric in QuickBooks displays a breakdown of all accrued income by specific categories. It includes all income that has been earned, but not yet received, based on the accrual accounting method. This metric provides a comprehensive overview of the sources of income for a business, helping to identify which categories are generating the most revenue. By analyzing this metric, businesses can make informed decisions regarding their sales strategies and improve their financial performance.
Example: Tracking the total revenue earned from online sales, in the Sales category, for a financial quarter using Income (Accrual) by Category metric in QuickBooks.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

Basics

  • Description
    The Income (Accrual) by Category metric shows the total amount of revenue earned in a given period, categorized by various income sources such as sales, services, or fees. This metric uses accrual accounting, which records revenue when it's earned, regardless of when payment is actually received.
  • Category
    Accounting
  • Subcategory
    Income
  • Date Added
    2016-05-20
  • Default Format
    PrefixCurrency
  • Cumulative Support
    Yes
  • Units
    Yes
  • Granularities
    daily, weekly, monthly, yearly, quarterly, allTime
  • Favorable Trend
    increasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
    general Learn more
  • API Endpoint
    https://quickbooks.api.intuit.com/v3/company/{realmId}/reports/ProfitAndLoss
  • Missing data for Quickbooks metric ‘Income’

    Quickbooks Metric ‘Income’ might not return any values in Databox if its renamed in the connected Quickbooks account (for example to ‘Revenue’ or ‘Total Revenue’).
    The following setup should be applied in the Quickbooks account under ‘Account and Settings’: Company type should be set to Not sure/Other/None (Databox does not support syncing data for the Non-Profit Company type account setting), and industry should be left blank (this needs to be done at least for the non-profit entities).
    With these settings, the report subtitles will automatically be set as ‘Income’ and ‘Total Income’, and Databox will sync data for the metric as expected.

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