MSPBots WIKI : QuickBooks On-Premise Public Widgets
These QuickBooks On-Premise widgets in published and alpha versions are ready for use.
In total, there are 67 publish/alpha widgets
| Name | Description | Created Date | Last updated |
|---|---|---|---|
| Gross Profit | A column chart showing all voice, network, and cabling hardware sales | Mar 09, 2022 | Dec 10, 2022 |
| Product Profit by Month | This bar graph widget shows the product profit by month. | May 25, 2022 | Dec 10, 2022 |
| MS Margin % - Last 3 Months | This widget shows the margin percent for the MS accounts Security Management Revenue, VOIP Revenue, and Manage Services. | May 27, 2022 | Jul 13, 2023 |
| COGS by Account - Last 6 Months - COGS Detail | This widget shows the details regarding the cost of goods sold per category in the last 6 months. | Jun 02, 2022 | Jul 13, 2023 |
| COGS By Category - Last 6 Months Line | This line chart shows the values for the cost of goods sold per category in the line 6 months on a line graph. | May 24, 2022 | Jul 13, 2023 |
| G&A Expense % Last Quarter | A card number displaying the percentage of the G&A expense last quarter | Mar 09, 2022 | Dec 10, 2022 |
| Top 25 Outstanding Balances Due By Customer QB On-Premise | This column chart widget shows the top 25 customers that have outstanding balances due. | Apr 26, 2022 | Feb 21, 2023 |
| Revenue by Category - Last 3 Months | This grid widget shows the revenue breakdown for the last 3 months for Smart Numbers | Mar 09, 2022 | Dec 10, 2022 |
| Net Income Performance by Month - QBD | This line chart widget shows the net income performance per month. | Feb 08, 2023 | Mar 27, 2023 |
| Bills Due Next 7 Days | This widget shows the unpaid bills due for the next 7 days. | Nov 01, 2022 | Dec 10, 2022 |
| Net Profit Performance - IT MSP | A column chart displaying the revenue, cost of goods sold, expense, and net profit per month in the last 12 months for MSP | Mar 09, 2022 | Dec 10, 2022 |
| Overall Margin % By Quarter | This line graph widget shows the overall margin percentage for the last 1 year shown per quarter. | Apr 21, 2022 | Dec 10, 2022 |
| Outstanding Invoices Due Next 60 Days by Week | This widget shows the unpaid invoices due for the next 60 days. The data is shown per week. | May 23, 2022 | Feb 21, 2023 |
| Profit & Loss Performance by Month Year to Date | This widget gives an overview of the profit and loss performance of the company by month for the current year | Nov 03, 2022 | Dec 10, 2022 |
| Profit & Loss Performance by Month Last 3 Months (Account Type) | This bar graph widget shows the profit and loss performance of the company by month in the last 3 months filtered by the account type. | May 29, 2022 | Feb 21, 2023 |
| Expenses by Category - Last 6 Months | This line chart widget calculates the sum and displays the total amount of expenses by category in the last 6 months. | May 23, 2022 | Jul 13, 2023 |
| Expenses by Category - Last Month | This pie chart widget calculates the sum and displays the total amount of expenses by category from the previous month. | May 23, 2022 | Jul 13, 2023 |
| Nirvana Gauge | A card number displaying the amount of all recurring revenue minus msp/msa/IT expenses | Mar 09, 2022 | Dec 10, 2022 |
| Sales vs Recurring Revenue last 12 Months - Template | A funnel widget showing the sales revenue and recurring revenue in the last 12 months | Mar 10, 2022 | Dec 10, 2022 |
| Expenses by Month Previous Year Comparison | This line widget shows the comparison of expenses from the current and previous year by month. | May 23, 2022 | Dec 10, 2022 |
| QuickBooks On-Premise Burn Rate | A card number displaying the total cash on hand divided by the average of the monthly expenses for the last 12 months | Mar 09, 2022 | Dec 10, 2022 |
| Cash Flow Balance | A card number displaying the cash flow balance. | Mar 09, 2022 | Dec 10, 2022 |
| EBITDA % for last quarter | A card number displaying the EBITDA % for the last quarter (Net income + interest expense + taxes + depreciation + amortization = EBITDA) / total revenue | Mar 09, 2022 | Dec 10, 2022 |
| Expenses by Account - Last 3 Months | A table that lists the expense breakdown by account for the last 3 months. | Mar 09, 2022 | Dec 10, 2022 |
| Recurring Revenue Tally - Last 6 months | A table that shows the recurring revenue tally for the last 6 months | Mar 09, 2022 | Dec 10, 2022 |
| Revenue by Month - Last 12 Months | A line chart showing the revenue by month in the last 12 months per account type. | Mar 09, 2022 | Dec 10, 2022 |
| Turning Point Dollar Total for Last Quarter QB On-Premise | A card number displaying the total net recurring income for the last quarter | Mar 09, 2022 | Dec 10, 2022 |
| ACCT- Credit Card Details Month To Date | Chase account breakdown month to date | May 25, 2022 | Feb 21, 2023 |
| Agreement Profit by Month | This widget displays the agreement profits earned per month. | May 27, 2022 | Dec 10, 2022 |
| Expenses by Category - Last 6 Months (pivot) | This pivot table calculates the sum and displays the total amount of expenses by category in the last 6 months. | May 23, 2022 | Jul 13, 2023 |
| Agreement Revenue by Category - Last Month | A pie chart showing the agreement revenue per category last month. | Mar 09, 2022 | Dec 10, 2022 |
| QuickBooks On-Premise Balance Sheet By Account | Balance Sheet for all active accounts displayed in the chart of accounts for your Quickbooks setup ( excluding CostOfGoodsSold, Expense and Income) | Jun 06, 2022 | Dec 10, 2022 |
| Previous Quarter EBITDA % | A card number displaying the EBITDA % for the previous quarter (Net income + interest expense + taxes + depreciation + amortization = EBITDA) / total revenue | May 27, 2022 | Feb 21, 2023 |
| Net Profit Performance - MSA's | A column chart displaying the revenue, cost of goods sold and net profit per month in the last 12 months for MSAs | Mar 09, 2022 | Feb 21, 2023 |
| Cloud Margin % - Last 3 Months | This card number widget shows the margin percent (revenue - cost of goods sold) / revenue for the Cloud account. | May 27, 2022 | Jul 13, 2023 |
| Outstanding Invoices Due Next 7 Days | This widget shows the unpaid invoices due for the next 7 days. | Nov 01, 2022 | Dec 10, 2022 |
| QB On-Premise Net Profit Performance by Month (Grid View) | This widget shows the accounting details (revenue, cost of goods sold, expense, and net profit) per month. | Nov 01, 2022 | Dec 10, 2022 |
| QB On-Premise Net Profit Performance Previous Month | This widget will return your net profit for the previous month | Nov 01, 2022 | Dec 10, 2022 |
| Margin and Margin % by Month | A line chart widget displaying the margin and margin % per month. | Jun 20, 2022 | Jul 14, 2023 |
| Recurring Revenue by Category - Last 6 Months | A line chart displaying the recurring revenue in the last 6 months for specific accounts. | Mar 09, 2022 | Dec 10, 2022 |
| Profit & Loss Performance by Month | This widget gives an overview of the profit and loss performance of the company by month. | May 23, 2022 | Jul 14, 2023 |
| QB On-Premise Net Profit Performance Current Month | This widget will return your net profit for the current month | Nov 01, 2022 | Dec 10, 2022 |
| Revenue by Category - Last 6 Months QuickBooks On-Premise | This line chart widget shows the revenues gained per category in the last 5 months. | May 23, 2022 | Feb 21, 2023 |
| Revenue by Category - Last Month | This widget displays the revenue from the last month on a pie chart. The revenue is divided per category. | May 24, 2022 | Feb 21, 2023 |
| Revenue by Category - Last 6 Months (pivot) | This widget shows the revenues in the last 6 months per category. | May 24, 2022 | Feb 21, 2023 |
| Revenue by Type YTD | This widget displays the revenue gained in the current year (not including the current day) per account type. | May 27, 2022 | Feb 21, 2023 |
| Cash Balance QuickBooks On-Premise | A card widget displaying the cash balance in the bank. | Apr 26, 2022 | Feb 21, 2023 |
| Balance of Outstanding Invoices | A card number widget displaying the balance that is not yet paid. The drill-through will show the invoices. | Apr 21, 2022 | Feb 21, 2023 |
| Net Profit Performance by Quarter | This widget shows the net profit performance per quarter. It also includes the line graph for revenue, cost of goods sold, and expense. | May 24, 2022 | Feb 21, 2023 |
| QB On-Premise Net Profit Performance by Month | This widget shows the accounting details (revenue, cost of goods sold, expense, and net profit) per month. | May 27, 2022 | Feb 21, 2023 |
| Net Profit Performance by Account | A column chart displaying the revenue, cost of goods sold, expense and net profit per month in the last 12 months by Account | Mar 10, 2022 | Feb 21, 2023 |
| Net Profit Performance - Pro Service | A column chart displaying the revenue, cost of goods sold, expense, and net profit per month in the last 12 months for Pro Service | Mar 09, 2022 | Feb 21, 2023 |
| Overall Margin % Last 3 Months | This card number widget shows the overall margin percentage for the last 3 months. | May 27, 2022 | Feb 21, 2023 |
| ACCT- Cash Balance | This widget shows the cash balance (IQ, Savings, Holding accounts). | May 24, 2022 | Feb 21, 2023 |
| Expenses by Month | This bar graph widget displays the expenses and cost of goods sold by month of the company. | May 24, 2022 | Feb 21, 2023 |
| Expense Month To Date | This widget shows the monthly expenses and cost of goods sold listed in Quickbooks On-Premise. | May 24, 2022 | Feb 21, 2023 |
| Expenses Year To Date | Expenses Year To Date | May 24, 2022 | Feb 21, 2023 |
| Expenses Previous Year | This widget shows the total expenses and cost of goods sold in the last year. | May 24, 2022 | Feb 21, 2023 |
| Expense Previous Month | This widget allows you to get a view of expenses and the cost of goods sold in the previous month. | May 24, 2022 | Feb 21, 2023 |
| Accounts Payable Balance | This widget shows the total accounts payable value. | May 24, 2022 | Feb 21, 2023 |
| COGS by Category - Last Month | This widget shows the cost of goods sold in the last month per category. | May 25, 2022 | Feb 21, 2023 |
| COGS by Category - Last 6 Months Update | COGS by Category - Last 6 Months Update | Apr 04, 2023 | May 05, 2023 |
| Total Revenue Year to Date | This widget will show you the total revenue for the current year | Oct 27, 2022 | May 25, 2023 |
| Net Profit Performance - Voice | A column chart displaying the revenue, cost of goods sold, expense and net profit per month in the last 12 months for Voice | Mar 09, 2022 | May 18, 2023 |
| Current Quarter EBITDA % | A card number displaying the EBITDA % for the current quarter (Net income + interest expense + taxes + depreciation + amortization = EBITDA) / total revenue | May 27, 2022 | Jul 14, 2023 |
| Hardware Margin % - Last 3 Months | This widget shows the percent margin in the last 3 months for the hardware account. | May 27, 2022 | Aug 04, 2023 |
| COGS by Category - Last 6 Months | This pivot widget shows the monthly cost of goods sold per category. The grand total per category is listed on the right part of the widget. | May 23, 2022 | Aug 04, 2023 |