--- title: "QuickBooks Accounting Dashboard: Cash, Receivables and P&L | OWOX" canonical: "https://www.owox.com/dashboards/quickbooks-accounting-dashboard" updated: "2026-11-06" --- AI dashboard · accounting # QuickBooks Accounting Dashboard Cash, receivables, spend and profit from one company's QuickBooks Online books, built by Claude through OWOX MCP on eight Data Marts, and checked against the QuickBooks reports: the A/R aging matches to the cent. 8 Data Marts · Built by Claude via OWOX MCP · Refreshed from the Data Marts on demand [Get Started Free](https://www.owox.com/app-signup) · or [book a call](https://calendly.com/owox/book-a-call) ## The dashboard ## What each view answers ## Six questions, eight Data Marts Every view answers one question a CEO asks about the books. Between them they read eight Data Marts loaded daily from QuickBooks Online by a custom connector, and each view names the ones it uses, so the table behind any number is one click away on the QuickBooks data source page. What this means ### Did we do better or worse this month? Four findings ranked and computed from the rows: where the business made money, where it lost money, the largest opportunity, and the number to read with care, each naming the tables it comes from. Invoice · Payment · Bill · Profit and Loss report Cash ### How much cash is really free? Revenue booked, cash collected, bills received and the P&L net income against last month, then cash on hand, the part already spoken for by open bills and card balances, and the free cash left. Account · Bill · Payment Receivables ### Who owes us, and how late? Open receivables in five aging buckets, by customer, with each customer's oldest due date, and days to pay per settled invoice against the Net 30 terms. The buckets rebuilt from invoices match the QuickBooks A/R Aging Summary report to the cent. Invoice · Customer · Payment · A/R Aging report Reconciliation ### Does the dashboard match the books? QuickBooks P&L income next to income rebuilt from invoices, and P&L expenses next to vendor bills, month by month, with the gap in each. Invoices explain 94% of income and bills 71% of expenses; the rest sits in tables not loaded yet, named on the page. Profit and Loss report · Invoice · Bill Payables and spend ### Where does the money go? Spend by vendor this month against last with the change, spend by expense account, and the open bills with how much is already overdue. Bill · Vendor · Account Profitability ### What does each item earn? Gross profit by product or service: what it sold for, minus the quantity sold times its purchase cost from the item list. Invoice · Item · [Gross margin](/metrics/gross-margin-percentage) ## Metrics ## The figures on this dashboard Each one is computed once, from the same Data Marts, and read the same way in every view. Revenue booked · Cash collected · Free cash · Receivables aging · Days to pay · [Gross margin](/metrics/gross-margin-percentage) · P&L coverage ## Connected, not a snapshot ## An AI dashboard is only as true as what it reads Most finance dashboards start from a report exported from QuickBooks. That works until the second export. On an export ### Two exports, two revenue numbers Each export is its own version of the books, so finance and the dashboard disagree and nobody can say which is right. The file goes to whoever has it, and it is out of date the moment it is saved. Which one goes to the board? On your Data Marts ### Every view reads the same tables, checked against QuickBooks Invoices, payments, bills, accounts and the QuickBooks reports land in your data warehouse every day. The dashboard reads those Data Marts through OWOX MCP, and the receivables it shows equal the QuickBooks report to the cent. One set of books, every view. **Connecting the AI straight to QuickBooks is not enough either.** The API returns rows, not meaning: which lines count as revenue, which date to report on, what a deleted invoice looks like. The Data Marts are where that is decided once. ## How it is built ## From QuickBooks to a dashboard in five steps Your analyst does steps one and two once. After that, anyone with access asks their AI for the view they need. 1. 01 · QuickBooks Online · custom connector · daily · A custom connector in OWOX Data Marts loads the entities and the reports into your data warehouse. 2. 02 · Data Marts · one per table · SQL visible · Your analyst defines once what revenue, an open invoice and a settled bill mean. 3. 03 · OWOX MCP and API · governed · permissions · The only door the AI gets: the Data Marts it may read, nothing raw. 4. 04 · Claude or ChatGPT · your own AI · Ask for the dashboard in plain words. It builds it on the Data Marts. 5. 05 · AI dashboard · refresh on demand · Open it, press Refresh, and the views re-read the Data Marts. ## Build yours ## Build this on your own books Connect QuickBooks Online, let your analyst define the Data Marts once, and let your AI build the views your team asks for. [Get Started Free](https://www.owox.com/app-signup) · or [book a call](https://calendly.com/owox/book-a-call) ## Links Pages this page links to, on this site and on docs.owox.com. Where the page has a Markdown twin, its address follows the link. - [Get Started Free](https://www.owox.com/app-signup) - [Gross margin](https://www.owox.com/metrics/gross-margin-percentage)