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FinJinni

QuickBooks Custom Reporting, Consolidation and Automation

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Welcome to FinJinni Support

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  • Getting Started
    • Right Network Users
      • Starting with Right Networks
      • Add the Excel Add-in while using Right Networks
    • Before You Begin
    • Quick Start Guide
    • Installation
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    • First Time Setup
    • First Time Setup QuickBooks Online
    • Licensing FinJinni
  • Using FinJinni
    • Using FinJinni Professional
    • Running Queries and Creating Reports
    • Using Other Applications with the FinJinni Database
  • QuickBooks Company Setup
    • QuickBooks Company Setup
    • Cash Reporting Settings
    • Advanced Inventory Settings
    • Using Custom Fiscal Years
    • Budget Reporting for QuickBooks Desktop
    • Advanced Loading Options
    • Consolidating Multiple Companies
    • Using Multiple Currencies
    • Scheduling a Data Sync
    • Sending Email Event Notifications
    • FinJinni Reporting on QuickBooks Reimbursed Expenses
  • Advanced Data Loading Features
    • Extending the QuickBooks Data Model with Custom Fields
      • Extending the QuickBooks Data Model with Custom Fields
      • Customizing the Chart of Account
      • Adding Custom Fields to Classes
      • Adding Additional Custom Fields to Items and Entities
      • Adding Custom Fields to Companies
      • Using the Upload Function in Excel
      • Consolidated/Combined Format for Uploading Custom Fields
    • Loading Budget Data From Outside QuickBooks
    • Loading Journal Entries From Outside QuickBooks
    • Loading Other Transactions From Outside QuickBooks
    • Adding Customers and Vendors to QuickBooks
    • Loading Data into User-Defined Tables
    • Automatically Loading Custom Data Files
  • SQL Server Topics for Advanced Users
    • Installing and Configuring SQL Server Express
      • Automatic Install of SQL Server Express
      • Setting Up Shared Access for SQL Server Express; Multi-User Access
      • Migrating FinJinni from old system to new system
    • Using Azure SQL Databases
      • Setting Up Azure in FinJinni
      • QuickBooks Load Performance with an Azure Database
    • Using Custom SQL Logins
    • Using FinJinni to Manage Your Databases
  • Building Queries
    • Building Queries
    • Date Range
    • Choosing Query Fields
    • Custom Fields
    • Account, Class and List Filters
    • The Transaction Filter
    • Custom Filters
    • Zero-Row Suppression
    • Showing Net Values on Budgets
    • Using Multiple Currencies
    • Output Choices
  • Features
    • Saving Your Query for Later Reuse
    • Writing Output to SQL or a File
    • Building Consolidated/Comparative Queries
    • Using Drill-Down to Show Details
    • Creating Formatted Reports
    • Customizing Query Styles
    • Other Functions on the Excel Ribbon Bar
  • FinJinni Validation and Cash/Expense Reporting
    • FinJinni and QuickBooks Trial Balance Comparison
    • FinJinni and QuickBooks Online Validation
    • FinJinni and QuickBooks Desktop Cash Reporting
    • FinJinni and QuickBooks Desktop Reimbursed Expenses
  • Advanced Topics
    • Custom Query Fields (Calculated Fields)
    • Running Queries Automatically
    • Excel Extension Functions for SQL Access
    • Using Consolidation With A QuickBooks Condensed File
  • References
    • FinJinni Data Tables and Views
    • FinJinni Report Columns
  • What's new in FinJinni
    • Change Log

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