MSPBots WIKI : QuickBooks Online Public Widgets
These QuickBooks Online widgets in published and alpha versions are ready for use.
In total, there are 66 publish/alpha widgets
| Name | Description | Created Date | Last updated |
|---|---|---|---|
| Turning Point - SLI | A column chart displaying the yearly turning point data from last year up to the current year using the SLI mapping | May 19, 2022 | Dec 10, 2022 |
| EBITDA Performance by Year-mia | A line chart showing the EBITDA performance for every year | Nov 09, 2021 | Nov 09, 2021 |
| Top 25 Outstanding Balances Due by Customer (W) | $row.get($key) | Jun 09, 2021 | Jun 18, 2021 |
| Turning Point Last 12 Months - SLI | A column chart displaying the turning point data for the last 12 months using the SLI mapping | May 19, 2022 | Dec 10, 2022 |
| Mapping Verification - SLI Mapping | A table displaying the list of accounts in the SLI mapping | May 19, 2022 | Dec 10, 2022 |
| EBITDA Last Month - TEMPLATE - EP | This widget calculates and displays the EBITDA from the previous month. Eureka Process template. | May 17, 2023 | Jun 16, 2023 |
| Turning Point Last 3 Months - SLI | A column chart displaying the turning point data for the last 3 months using the SLI mapping | May 19, 2022 | Dec 10, 2022 |
| Bills Created This Week | Shows the outstanding amounts owed to the suppliers. | Feb 28, 2022 | Dec 10, 2022 |
| Top 25 Balances Due by Vendor | Shows the top 25 vendors and their balances | Feb 21, 2022 | Dec 10, 2022 |
| Accounts Payable (Aging Summary) | Shows the outstanding amounts owed to the suppliers | Feb 21, 2022 | Dec 10, 2022 |
| DSO current year - EP | Current year DSO (Days Sales Outstanding). Eureka Process template. | May 17, 2023 | Jun 16, 2023 |
| Amount On Invoices Sent By Month | A column chart widget displaying the sum on the total for invoices sent by month. | Feb 25, 2022 | Feb 21, 2023 |
| Outstanding Bills Due Next 60 Days By Week | Shows the outstanding bill for the next 60 days by week. | Feb 21, 2022 | Dec 10, 2022 |
| Expenses Last Month | This widget checks items tied to accounts marked as expenses in the Quickbooks chart of accounts. It is a list of items for the last calendar month. | Feb 18, 2022 | Dec 10, 2022 |
| BMK Financial Target | This grid widget displays the details of percentages regarding cost, profit, and more shown per month. | Apr 21, 2022 | Dec 10, 2022 |
| Balance Invoice | A card number showing the sum of balances of customers. | Jul 13, 2022 | Dec 10, 2022 |
| AR > 30 days - EP | Account Receivables > 30 days. Eureka Process template. | May 17, 2023 | Jun 16, 2023 |
| Vendors Analysis - EP | Vendors Analysis. Eureka Process template. | May 17, 2023 | Jun 16, 2023 |
| Outstanding Invoices Details - Total for Financial Overview | A grid widget showing the outstanding invoices, invoices number, balance, due date, and days until due of each customer. This is used in QuickBooks Online Financial Overview. | Feb 21, 2022 | Feb 21, 2023 |
| Revenue by Category - Last 6 Months [Pivot Table] | This pivot table shows the revenue by category in the last 6 months. | May 05, 2022 | Dec 10, 2022 |
| Outstanding Invoices Due Next 60 Days By Week | A column chart widget showing the amount of invoices that are due in the next 60 days. This is sorted by week. | Feb 18, 2022 | Feb 21, 2023 |
| Accounts Receivable (Aging Summary) | A grid widget displaying the total of unpaid accounts receivable by age based on due dates. This is used in QuickBooks Online Financial Overview report. | Jul 13, 2022 | Dec 10, 2022 |
| EBITDA % for last quarter - SLI | A card number displaying the EBITDA % for the last quarter | May 31, 2022 | Feb 15, 2023 |
| Expenses By Category - Last 6 Months | A line chart widget showing the expenses by category for the last 6 months. | Feb 18, 2022 | Dec 10, 2022 |
| Revenue By Month - Last 12 Months | A line chart widget showing the revenue by month for the last 12 months. | Feb 18, 2022 | Dec 10, 2022 |
| Balance of Outstanding Bills - Past Due | This number card displays the total balance of outstanding bills past their due date, which excludes the current day. | Feb 18, 2022 | Feb 21, 2023 |
| Outstanding Bills (Balance) | This widget will return the total outstanding bill | Jul 12, 2022 | Dec 10, 2022 |
| DSO Last month - EP | DSO (Days Sales Outstanding) Last month. Eureka Process template. | May 17, 2023 | Jun 16, 2023 |
| Balance Of Outstanding Invoices - Past Due | A card number widget showing the total outstanding invoices that are past the due date. | Feb 18, 2022 | Feb 21, 2023 |
| EBITDA % for last quarter - SLI (Onboarding) | A card number displaying the EBITDA % for the last quarter | Feb 15, 2023 | Mar 18, 2023 |
| Invoices Created This Week | A card number showing the number of invoices created this week. | Feb 21, 2022 | Feb 21, 2023 |
| Bills Created - Last Week | This card number widget shows how many bills were created last week. | Jul 12, 2022 | Dec 10, 2022 |
| EBITDA Performance by Month | A line chart widget showing the EBITDA performance categorized by month. | Feb 18, 2022 | Feb 21, 2023 |
| Invoices Accrued - This Week | This card number widget shows the invoices accrued this week. | Jul 13, 2022 | Dec 10, 2022 |
| Burn Rate - SLI | A card number displaying the total cash on hand divided by the average of the monthly expenses (overhead and recurring COGS) for the last 12 months | May 31, 2022 | Feb 21, 2023 |
| Gross Profit Performance By Month | A line chart widget showing the gross profit performance categorized by month. | Feb 18, 2022 | Feb 21, 2023 |
| Burn Rate | A card number displaying the total cash on hand divided by the average of the monthly expenses for the last 12 months | Oct 25, 2021 | Feb 21, 2023 |
| Margin and Margin % By Month | A line chart widget displaying the margin and margin % per month. Margin is the revenue minus the cost of goods sold and expenses. | Feb 18, 2022 | Feb 21, 2023 |
| COGS By Category - Last 6 Months | A line chart widget showing a monthly pattern of cost of goods sold for the last 6 months. | Feb 18, 2022 | Feb 21, 2023 |
| Net Profit Performance By Month | A line chart widget of the monthly net profit performance including revenue, cost of goods sold, and expense. | Feb 24, 2022 | Feb 21, 2023 |
| Net Profit & Margin % by Month - Last 3 Months | A column chart widget showing the net profit & margin % by month for the last 3 months. | Feb 18, 2022 | Feb 21, 2023 |
| COGS By Category - Last Month | A pie chart widget showing the monthly pattern of cost of goods sold for the last month. | Feb 18, 2022 | Feb 21, 2023 |
| Journal Entries By Account By Posting Type - Last 30 Days | A column chart widget showing the sum of amounts over 30 days (filtered by transaction date) on journal entries split out by account by posting type. | Feb 18, 2022 | Feb 21, 2023 |
| Expenses By Month | A line chart widget showing the month by month look at items tied to accounts marked as expense in the Quickbooks chart of accounts. | Feb 18, 2022 | Feb 21, 2023 |
| Net Income Performance by Month - QBO | This line chart widget shows the net income performance per month. | Jul 13, 2022 | Feb 21, 2023 |
| Balance Sheet By Account | A grid widget showing the current balance of each account that is active. | Feb 18, 2022 | Feb 21, 2023 |
| Accounts Receivable Aging Summary for Financial Overview | A grid widget displaying the total of unpaid accounts receivable by age based on due dates. This is used in QuickBooks Online Financial Overview report. | Feb 24, 2022 | Feb 21, 2023 |
| Expense % By Month | A grid widget displaying the calculated expense % by month in the last 6 months. The formula used is Expense / Revenue. | Feb 24, 2022 | Feb 21, 2023 |
| Margin % - Last 3 Months | A card number widget showing the calculated margin %. **Margin %** (Revenue - Cost of Goods Sold - Expense) / Revenue This data is summed for the last 3 months, not including the current month. | Dec 02, 2021 | Feb 21, 2023 |
| Cash Balance | A card number showing the amount of money on hand. | Jan 25, 2022 | Feb 21, 2023 |
| Expenses By Category - Last Month | A pie chart widget showing the partition of the expenses in the last month. The drill-through will show the category, amount, account, date, and company. | Feb 24, 2022 | Feb 21, 2023 |
| Revenue By Category - Last Month | A pie chart widget displaying the sum of amount by category under the account type 'Income' for the last month. | Feb 23, 2022 | Feb 21, 2023 |
| Balance Of Outstanding Invoices | A card number widget showing the invoice that has been sent to a client and is now waiting to get paid. | Jan 24, 2022 | Feb 21, 2023 |
| Net Profit - Last 3 Months | A card number that shows the amount of money your business earns after deducting all operating, interest, and tax expenses over the last 3 months, not including the current month. Net Profit is Revenue minus Cost of Goods Sold minus Expense. | Jan 24, 2022 | Feb 21, 2023 |
| Top 25 Outstanding Balances Due By Customer | A column chart widget which shows the top 25 customers that has outstanding due. | Jan 24, 2022 | Feb 21, 2023 |
| Outstanding Bills Details - Past Due | Shows the bill number, account type, balance, due date, and days until the due date of each vendor. | Feb 21, 2022 | Feb 21, 2023 |
| Outstanding Invoices Details - Past Due | A grid widget showing the invoice number, current balance, due date, and days until the due date of each customer. | Feb 18, 2022 | Feb 21, 2023 |
| Turning Point Dollar Total for Last Quarter | A card number displaying the total net recurring income for the last quarter | Nov 09, 2021 | Feb 21, 2023 |
| Turning Point Dollar Total for Last Quarter - SLI | A card number displaying the total net recurring income for the last quarter | May 31, 2022 | Feb 21, 2023 |
| Revenue By Category - Last 6 Months | A line chart widget showing the revenue by category for the last 6 months. | Feb 18, 2022 | Feb 27, 2023 |
| Cash Generation Last Month - EP | Cash Generation Last Month. Eureka Process template. | May 17, 2023 | Jun 16, 2023 |
| Profit and Loss Performance By Month | A line chart widget which summarizes the revenues, costs, and expenses incurred by month. | Jan 24, 2022 | Jun 20, 2023 |
| Amount on Invoices Sent This Week (Snapshot) | A target card widget showing the sum on the total for invoices sent this week (Monday - Sunday). | Feb 18, 2022 | Feb 21, 2023 |
| Quickbooks Online Year | A year slicer from the Quickbooks Online Profit and Loss with mappings | Feb 28, 2022 | Dec 10, 2022 |
| Month-Year | $row.get($key) | Jul 27, 2023 | Jul 27, 2023 |
| Customer QBO | Customer slicer for Tekscape | Oct 26, 2023 | Oct 26, 2023 |