Displays current balances from linked bank and credit card accounts in QuickBooks, providing a complete snapshot of your financial position.
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 Balance by Bank Accounts & Credit Cards (Accrual) using Databox, follow these steps:
Open Invoices Amount is a metric in QuickBooks that shows the total value of outstanding invoices that have not yet been paid by customers.
The Paid Sales Receipts Amount metric refers to the total amount of sales receipts that have been marked as paid in QuickBooks, indicating how much revenue has already been collected.
The Other Expenses (Cash) by Subcategory metric provides a breakdown of various expenses incurred by a business other than the major expense categories.
The Other Expenses (Accrual) by Category metric tracks the total amount of expenses incurred in non-standard categories that are not related to the daily operations of a company.
Net Cash Increase is a financial metric that demonstrates the amount by which cash and cash equivalents have increased during a given period. It is calculated by subtracting the cash outflows from the cash inflows.
Revenue Growth (Accrual) shows how much a company's cash revenue has gone up or down over time. It's found by looking at the difference in revenue between two periods.
COGS (Cash) by Product calculates the total cost of goods sold (COGS) for each product sold by a business. This metric helps to analyze profitability and optimize pricing strategies.
This metric shows total credit card liabilities on an accrual basis by recording incurred charges and credits, giving a complete picture of outstanding obligations in QuickBooks.