Free QuickBooks Online Template for Accounts Receivable Dashboard
What is an Accounts Receivable Dashboard?
An Accounts Receivable (AR) Dashboard is a visual representation of your company’s outstanding invoices and customer payment trends. It provides real-time insights into your cash flow, helping you track unpaid invoices, monitor payment patterns, and identify potential collection issues. With Coefficient’s QuickBooks Online (QBO) AR Dashboard template, you can seamlessly integrate live data from your QBO account, ensuring up-to-date and accurate financial reporting.
Benefits of using QuickBooks Online Accounts Receivable Dashboard Template
- Real-time Data Sync: Automatically pull live data from QuickBooks Online, eliminating manual data entry and reducing errors.
- Improved Cash Flow Management: Gain instant visibility into outstanding invoices and customer payment trends to optimize your cash flow.
- Efficient Collections Process: Identify overdue payments quickly and prioritize follow-ups to improve your collection efforts.
- Customizable Reporting: Tailor the dashboard to your specific needs, focusing on the metrics that matter most to your business.
- Time-saving Automation: Reduce time spent on manual reporting and focus on strategic financial decision-making.
Metrics Tracked in the Report
Our QuickBooks Online Accounts Receivable Dashboard template tracks the following key metrics:
- Customer invoice details:
- Customer name
- Invoice ID and link
- Invoice date and due date
- Currency
- Total amount and home balance
- Paid vs unpaid invoices (monthly breakdown)
- AR Aging Summary:
- Current
- 1-30 days
- 31-60 days
- 61-90 days
- 91 days and over
- Total
- AR Aging Details:
- Customer
- Date and due date
- Invoice link
- Amount and open balance
More Metrics to Track and Analyze on Google Sheets
With Coefficient’s QuickBooks integration, you can pull additional financial data into your Google Sheets, such as:
- Transaction lists by customer, vendor, or date
- Balance sheet details
- Cash flow statements
- Profit and loss reports
These metrics provide a comprehensive view of your financial performance, allowing for deeper analysis and more informed decision-making.
Try our free QuickBooks Online Accounts Receivable Dashboard template today and transform your financial reporting!
