Skill
Balance sheet comparison
A comparative balance sheet in QuickBooks Online is a statement that shows the financial position of an organization over different periods in time.
Dashboard elements
The dashboard includes the next sections:
- Financial ratios. Comparison of financial ratios between the requested period and the same period last year. There are the following financial ratios are presented in the dashboard: current ration, quick ratio, net profit margin, debt-to-equity ratio, return on equity, accounts receivable days, accounts payable days, gross profit margin
- Balance sheet. Balance sheet comparison table for the requested period and the same period last year
How to use
As an example, you can use the next utterances to execute this skill:
Balance sheet comparison
Balance sheet for the last month in comparison with the previous year
Compare balance sheet from 1st of January till 31th of December 2020
Default values
If you do not provide the period in your initial query, Hala will use the next period by default: This Fiscal Year-to-date
Dashboard options
For each dashboard, Hala has additional options that can be executed by users when they see the dashboard
- Change the dates - Allows you to change the dates for the information represented on the dashboard.
Integration
This skill is by default available for the next enterprise software: