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QuickBooks Income (Cash) by Category

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.

Income (Cash) by Category 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Income (Cash) by Category"?
The Income (Cash) by Category metric in QuickBooks measures the total amount of cash received by different categories of income. This metric provides insights into the revenue streams that generate the most income for the business. By tracking income categories, businesses can identify where they need to focus their efforts to maximize revenue and make informed decisions based on data-driven insights. It also helps in managing cash flow and budgeting by forecasting revenue.
Example: Evaluating the profitability of a clothing store by analyzing the income (cash) by category metric for different categories such as shirts, pants, and accessories.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Income (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 Income (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 Income (Cash) by Category on the Performance screen
  6. 6
    Get Income (Cash) by Category performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Income (Cash) by Category
Goals

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Metric Digest

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Data Calculations

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Performance Screen

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QuickBooks integration with Databox Track Income (Cash) by Category from QuickBooks in Databox GET STARTED

QuickBooks Income (Cash) by Category included in Dashboard Templates 1

QuickBooks Income (Cash) by Category included in Report Templates 1

  • Details

    QuickBooks Financial Overview Report

    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

Basics

  • Description
    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.
  • 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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