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QuickBooks Online - Use cases

Laatst bijgewerkt {datum}

Use QuickBooks Online connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.

Planned use cases

  • Revenue and gross profit margin on finance dashboards.

  • Accounts receivable/payable and debtor/creditor days.

Financial

  • Accounts Payable - Total accounts payable from the balance sheet. Sync daily or weekly for trends.

  • Accounts Receivable - Total accounts receivable from the balance sheet. Sync daily or weekly for trends.

  • Cash Flow - Net cash increase or decrease for the selected period. Sync daily or weekly for trends.

  • Creditor Days - Average days to pay suppliers (AP / expenses × 365). Sync daily or weekly for trends.

  • Current Ratio - Current assets divided by current liabilities. Sync daily or weekly for trends.

  • Debt to Equity Ratio - Total liabilities divided by total equity. Sync daily or weekly for trends.

Next steps