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📝 Description
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This project enabled my client to to read multiple files exported from QBO Quickbooks and get a 360 view of business by summaries and color coded charts and relevant data analysis. The exported files include Balance sheet, Income Stmts, AR, AP and Sales
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📒 Achieved
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This project enabled my client to process and analyze exported QBO output CSV files for many parameters, with tables, slicers, Charts etc. Data analytics of various QBO statements for easy, clear and flexible data analysis. See revenue, Yearly Quarterly or Monthly with bar charts, Line charts etc.
Similarly view any other parameter like Net operating Income, Gross income, gross profit, Division wise profits, EBIT in Tables and charts with Data slicers for clear analysis. From Balance sheet data we can show any parameters like Net working capital, Cash Holding, Capex expenditures, Asset Growth, Inventory.
Also view accounts receivable, accounts payable, aging analysis, top 20 customers etc. Quarterly sales etc. This is flexible and repeatable on new monthly QBO files placed in a folder.
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