Even though QuickBooks has custom fields for items and other entities, you can still create your own custom fields using FinJinni. FinJinni can create new custom fields for Items and Entities (Customers, Employees, and Vendors) in the same way used for accounts and classes described above.
The item file is named “companyid_Items.csv”, where “companyid” is the company identifier (aka nick-name) that you assigned when you added the company to FinJinni. Similarly, the Customer, Employee, and Vendor files are named “companyid_Customers”, “companyid_Employees”, and “companyid_Vendors”. Jobs are included in the customer file. For QuickBooks Online, sub-customers and projects are treated the same way as jobs.
This file has three columns and requires a header with the column name in the first row:
- Item_Name -or- Entity_Name
The item or entity name from QuickBooks. This must be the full name in the form “parent:child” when parent and child items or entities are used.
- Field_Name
The custom field name that you want to assign to the account. For example, “Alias” or “Group”. FinJinni will add a prefix to these names but you should not. The prefix FinJinni adds is one of: “_Item_”, “_Cust_”, “_Job_”, “_Empl_”, and “_Vend_”.
- Field_Value
The field value.
Any names you put in the “Field_Name” column will appear in FinJinni’s Field list in the Custom Fields section with an item or entity-type prefix. Refer to the FinJinni Pro Queries Manual for instructions on how to use customized queries.
For an example, look at the supplied file “samplecompany_Customers.csv”. Then replace “samplecompany” with the name you have used for your company in FinJinni.
FinJinni recognizes the custom field “Alias” in a special manner. You can use it normally as “_[entity]_Alias” where “[entity]” is Item, Customer, etc, but FinJinni will also create a field named “[Entity]_Alias” as a convenience for reporting.