MSPBots WIKI : QuickBooks Online Public Dashboards
These QuickBooks Online dashboards in published and alpha versions are ready for use.
In total, there are 7 publish/alpha dashboards
Name | Description | Created Date | Last updated |
---|---|---|---|
QuickBooks Online_Balance Sheet | This Dashboard shows an overview of details regarding the Balance Sheet of the company. | Jul 14, 2022 | Feb 23, 2023 |
BMK Financial Target Report | BMK Financial Target Report | Apr 26, 2022 | Dec 10, 2022 |
Turning Point - SLI | Turning Point - SLI | May 19, 2022 | Dec 10, 2022 |
QuickBooks Online Financial Overview | A report displaying the information about your financial metrics at a specific time period. | Jan 24, 2022 | Dec 10, 2022 |
QuickBooks Online_Invoices Dashboard | Invoices: mange your account receivable (who owes you). Account receivable is major source of your cashflow. As MSP, you should receive payment within 30 days. You should charge late fee and interest for invoices past due over 30 days | Sep 28, 2020 | Jun 18, 2021 |
QuickBooks Online_Bills Dashboard | Bills: manage your account payable (who you owe). Paying vendor on time could reduce late fee and companies sometimes receive discount for early payment. Meanwhile, always review your bill before surrender money to avoid over payment | Nov 11, 2020 | Jun 18, 2021 |
QuickBooks Online_Profit and Loss | Profit and Loss: Get a snapshot of your profitability from business operation | Nov 16, 2020 | Jun 18, 2021 |