The Income (Cash) by Category metric in QuickBooks shows the total revenue received within a specific category over a selected time period, providing a clear picture of the sources of income for a business.
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 (Cash) by Category using Databox, follow these steps:
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 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.
This metric shows a list of customers who have unpaid invoices past their due date, helping you stay on top of overdue payments and improve cash flow management.
The Total Expenses (Accrual) by Category metric in QuickBooks measures the total amount of expenses accrued by category, including expenses not yet paid, allowing for a more comprehensive view of financial obligations and spending over time.
This metric shows the total amount of expenses (accrued) paid to each vendor within a specific period.
Net Income (Accrual) measures the profitability of a business based on earned revenue and incurred expenses, regardless of when cash transactions occurred.
The Cost of Goods Sold (Accrual) by Category metric helps track the total cost of goods sold for each category, providing insights into the profitability of different product categories.
Gross Profit Growth (Accrual) measures the change in cash-based gross profit from one period to the next. It is found by subtracting the cost of goods sold (COGS) from total revenue and then comparing this figure between two periods.
EBIT (Accrual) reflects a company's earnings before interest and taxes, derived from cash transactions. It's determined by subtracting operating expenses from gross profit.
The Average Sales by Product metric displays the mean selling price for each product in the Product Service Summary report of QuickBooks, facilitating clear and direct pricing insights.