If you define custom fields in QuickBooks, you can include them in queries. The available custom fields appear at the end of the column list. The column names are preceded by a value to identify the entity list or the word “_Trans_” for transaction fields.

For example:

Note: The custom field list only displays fields actually used in the data retrieved from QuickBooks. It also will only display fields available for the current query. For example, Employee fields are not shown above because Employee is not a choice for the query that was selected.

A special prefix “_Rep_” will appear for sales queries where there is a sales rep. The custom field comes from either the Employee List or the Vendor List, depending on whether the rep. is defined as an employee or a vendor. For example, if a custom field “Commission Rate” is used for both employees and vendors, sales queries will have the custom field “_Rep_ Commission Rate”.

Custom Column Names and Number Formats

You can change the name of a column by creating a “custom name”. Right click on the column name and choose “Customize Column Name” from the menu. Then enter the new name. For more advanced options, see the section “Advanced Topic: Custom Query Fields” at the end of this document.

You can also specify an Excel number format to be applied to the column. Right click on the column name and choose “Customize Column Format” from the menu. Then enter the desired format. For example, to format a number without any decimal places, use the format “#,0”. Refer to Excel documentation for allowable values.

If not specified here, FinJinni applies default number formats based on the column name:

• A name containing the word “Count” uses whole-number formatting.
• Columns which are totaled on queries use decimal number formatting. The default for this number formatting is “number, no sign, 2 decimal places” = “#,##0.00_);(#,##0.00)”.
• Columns “Amount”, ”Balance”, ”Net”, ”Debit”, and “Credit” use decimal number formatting.
• A name starting or ending with “$”, “Cost”, or “Price” uses decimal number formatting.
• A name containing the word “Quantity” uses decimal number formatting.
• A name starting or ending with “%” uses percentage formatting (0.0%).
• A name starting with or ending with “Date” uses date formatting.
• A name starting with “Time” or ending with “Time” uses date + time formatting.
• A name ending with “Year” or “Month” uses whole-number formatting.
• Specific queries also use formatting common to their columns.