QuickBooks also does not allow you to create your own custom fields for classes. FinJinni can create custom fields for Classes in the same way used for accounts described in the previous section.
The class file is named “companyid_Classes.csv”, where “companyid” is the company identifier (aka nick-name) that you assigned when you added the company to FinJinni.
This file has three columns and requires a header with the column name in the first row:
- Class_Name
The class name from QuickBooks. This must be the full name in the form “parent:child” when parent classes 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 “_Class_” to these names but you should not.
- Field_Value
The field value. This would be the class alias or group in this example.
Any names you put in the “Field_Name” column will appear in FinJinni’s Field list in the Custom Fields section with the “_Class_” prefix. Refer to the FinJinni Pro Queries Manual for instructions on how to use customized queries.
FinJinni recognizes the custom field “Alias” in a special manner. You can use it normally as “_class_Alias”, but FinJinni will also create a field named “Class_Alias” as a convenience for reporting.