You can define your own custom fields outside of QuickBooks using data files that FinJinni will load and automatically combine with the QuickBooks data describing various QuickBooks entities. Various use cases are described next.

These custom fields can be used for either QuickBooks Desktop or QuickBooks Online (which does not otherwise support custom fields).

FinJinni’s custom fields are stored in CSV-format files than you can create with Excel. There is a separate file for each QuickBooks company. All files should be saved in the folder “documents”\My Templates\FinJinni, where “documents” is your normal documents folder.

FinJinni will read these files when it loads the company data from QuickBooks. If you change the file, you will need to reload your company data (only an incremental refresh is needed, any changes to these files will be picked up at that time).

The FinJinni Excel Add-In can assist in saving these CSV-format data files from Excel worksheets. Once you create a worksheet with the columns described in “Customizing the Chart of Account”,  “Adding Custom Fields to Classes”, “Adding Additional Custom Fields to Items and Entities”, and “Adding Custom Fields to Companies”, use the Upload button on the FinJinni ribbon bar in Excel to save the worksheet as a CSV file. You can also save it using the normal Excel menu – the FinJinni Upload button is a convenient shortcut. See “Using the Upload Function in Excel” for more.