Right Networks will provide you the FinJinni application already installed on your desktop. You will need to obtain a license to use the software. It will be sent to you when you purchase or you can request a trial license by emailing sales@gypsybi.com

• Right Networks will also provide a database for FinJinni to use. You will enter the database name and database server name when prompted during the FinJinni setup. They will also provide a user name and password for this database.

 
When you first start the FinJinni application, FinJinni will ask you about your QuickBooks company – You will need to specify whether you are using QuickBooks Desktop or Online.

• For the Desktop versions, please open your company file as the administrator this first time so that QuickBooks can authorize FinJinni to access the company.
• For QuickBooks Online, you will be given a screen to log in to your QuickBooks company and authorize FinJinni.

 
FinJinni will proceed to retrieve your company file data in two steps, first extracting basic company and account information.

• It will then prompt you whether to run the full retrieve. Under most circumstances, you should do that now.
• If you have special requirements for reporting options, you might need to set those first (see the list * below). In that case, answer No to the full retrieve, set those options, and then press the Refresh button on the main screen.

 
The first time FinJinni extracts data from QuickBooks, it will extract all years of historical data. (This can take some time depending on the size of your QuickBooks file. Please be patient.) You can speed up this first load by opening your QuickBooks file in single-user mode.

• When the FinJinni progress display shows “Waiting for QuickBooks”, that means that QuickBooks is collecting data to be returned to FinJinni. Most of the time is spent in this state.
• After the initial extract, data is refreshed incrementally, which only takes a short amount of time.
• Refer for the FinJinni Pro Administration Guide for complete information. To bring up this document, click on the FinJinni logo on the application screen. Then click the “Browse Documentation” button.

 
Once your data is extracted from QuickBooks, FinJinni’s reporting will be available from Excel. There is an additional step to install the Excel add-in, described in This Article

• After you perform this setup, there will be a FinJinni menu choice on the Excel main menu.
• You can then click the Help button on FinJinni’s ribbon bar to bring up the FinJinni Pro Queries Manual, which describes how to run reports in Excel. If you don’t see the Menu choice, see the note ** below.

*Note: If you need to change reporting options before running the extract, select No when prompted to run the full load and press the Setup button on the application screen (on the upper right). The options that you need to specify before extracting are:

• Cash-basis reporting for an accrual-basis company
• Job costing and time reporting
• Multi-currency (if different from what is set in QuickBooks)
• Advanced inventory
• Custom fiscal years (if different from what QuickBooks supports)
• How QuickBooks budgets are set up
• Whether to load Employee Payroll (Salary) Data

If you need assistance with any of this, please contact FinJinni support by email at support@gypsybi.com.