for Databox writes: In May we introduced FreshBooks as the first accounting software integration for Databox and got some great feedback from our users, as well as some fresh new ideas on what we were going to work on in the future.
Backed with what we’ve learned from FreshBooks and with some help from accounting industry specialists, we’ve managed to built a comprehensive and simple view of your QuickBooks metrics in Databox.
QuickBooks accounting KPIs
At the top of the screen you’ll see the Invoices Paid Last 7 days metric with a nice trend overview for the last 7 days. Whether you run your business on cash or accrual basis, this is something you should always have a first glimpse at.The MTD Overview table is the core of your accounting KPIs. It displays data for the current month-to-date period and includes important metrics like Open Invoices, Overdue Invoices, Paid Invoices, along with Income and Expenses for the last 30 days.
The second table lists all Recently paid invoices. Tapping on the table will toggle the right column through the total amount, date of issuing, date of payment and the invoice reference number.
Since QuickBooks can be connected to your bank accounts, we’ve decided to extend that data to your mobile. With the Bank accounts table you’ll be able to see your current balance in real-time.
To wrap it up, we added something that summarizes the revenues, costs and expenses. The Profit And Loss table will display all the main P&L statement KPIs for a single month – to toggle through all the available months, just tap on the table.
To connect QuickBooks go to app.databox.com, add a new data source and look for the QB logo in the cloud services section.
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