The Income (Accrual) by Subcategory metric shows a breakdown of the revenue earned by each subcategory in a business, based on the accrual accounting method.
With Databox you can track all your metrics from various data sources in one place.
Used to show comparisons between values.
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 Subcategory using Databox, follow these steps:
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.
The Open invoices by Customer metric shows the total amount of unpaid invoices for each customer, providing insight into accounts receivable and cash flow.
The Paid Invoices Amount by Customer metric shows the total amount paid by each customer for the selected time period in QuickBooks. It helps track customer payments, inform future invoicing, and enables business owners to judge customer value.
Total Expenses (Cash) measures the amount of cash spent by a business during a specific period on all expenses including operating, administrative, and non-operating expenses.
The Cost of Goods Sold (Cash) by Category metric measures the amount of money spent on raw materials and production costs related to each category of goods sold, providing insight into profitability and spending patterns.
This metric categorizes accrual-based current assets—like receivables and prepaid expenses—into groups, giving a clear view of short-term asset allocation in QuickBooks.
EBIT Growth (Accrual) measures the percentage change in earnings before interest and taxes (EBIT) from cash transactions, over different periods.
Percentage of Sales by Product metric shows the contribution of each product to the total sales of a business, expressed as a percentage.
Ending Cash Balance is the final cash available after all transactions, key for liquidity assessment and accurate bank reconciliation in QuickBooks.