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QuickBooks
Income (Cash) by Subcategory
The Income (Cash) by Subcategory metric shows the total cash received by subcategories of income, allowing you to understand the sources of your revenue.
With Databox you can track all your metrics from various data sources in one place.
- About
- Tech details
- Notes
What is "Income (Cash) by Subcategory"?
The Income (Cash) by Subcategory metric is a financial measurement tool in QuickBooks that assesses a business's cash inflows by individual income categories or business activities. It gives an insight into how much money is earned from various streams such as sales, services, investments, etc. This metric helps businesses identify key areas of profitability and prioritize their focus on those subcategories for maximizing revenues. By tracking this metric, businesses can make informed decisions, adjust their strategies, and ensure stable financial growth.
Example: Income (Cash) by Subcategory: Example - A landscaping business wants to analyze which services bring in the most cash. By using this metric, they can see the cash income broken down by service subcategories such as lawn care, tree trimming, and garden design.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Income (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 Income (Cash) by Subcategory using Databox, follow these steps:
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1Connect QuickBooks that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Income (Cash) by Subcategory on the Performance screen
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6Get Income (Cash) by Subcategory performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Income (Cash) by Subcategory
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
Basics
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DescriptionThe Income (Cash) by Subcategory metric shows the total cash received by subcategories of income, allowing you to understand the sources of your revenue.
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CategoryAccounting
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SubcategoryIncome
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Date Added2016-05-20
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Default FormatPrefixCurrency
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Cumulative SupportYes
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UnitsYes
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Granularitiesdaily, weekly, monthly, yearly, quarterly, allTime
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Favorable Trendincreasing
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Historical DataYes
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Changing historical dataYes
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Forecast SupportYes
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Benchmark SupportNo
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Media SupportNo
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DimensionYes
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Metric Typegeneral Learn more
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API Endpointhttps://quickbooks.api.intuit.com/v3/company/{realmId}/reports/ProfitAndLoss
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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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