FinJinni Change Log as of 1/28/26

2026 Updates:

Add IsToBePrinted to Check import
Added Customer/Vendor contacts to standard queries
Account for partial calendar quarter in query start
For estimate queries, use first estimate for txn info
Add enhanced custom field load for QBO
For QBD, support txndate to 2049
Cannot load more companies into DB than license allows
Add created transactions for “Inventory Starting Value from Desktop”

2025 Updates:

Improve handling of QB Desktop special characters (Win-1252)
Licensing updates for Intuit QBO data charges
Corrected an issue with QBO reports too large to produce
Fix check for row groups on formatted reports when index used
Updates to zip handling of large files (for SQL Server install)
Corrected handling of expired OAuth tokens in SAAS web portal
Add Job_Or_Parent_Name field to job view
Added QBO employee rate fields
Fix handling of multiple DataExtMods in uploader
Correct ItemRef load for QBO VendorCreditLineItems
Added ItemExpirationDate field for adv. inventory
Licensing updated for QB Online API Limits
Allow for license up to 600+ companies or unlimited
Added Custom Currency Join for Query Templates
Added option to update transaction class from line items
Update currency conversion for year-month, add custom capability
Add report format options to skip hidden rows
Added option to configure http upload timeout for sync. version
Include QBO Item Cost in Estimate Load, correct QBO top-parent in reports
Add Estimate WIP report
Query fix for multi-currency: Trial Balance Activity Summary
Added option for currency rate precision
Added @sortdata directive for formatted reports
Fix issue with deleted salesrep update
Add QBO InventoryAdjustment detail load, upload
Add option to throttle-back QBO request rate
Optimize excel copies during report creation using pivots
Record last full load time, ignore deleted rows before this (e.g. after condense)
QBO AR report: Reverse credit memos used as payment after cut-off-date
QBO-AR report: Improvements to handling Journal Entries as Payments
QBO: Add a few additional columns (print/email status, etc.)
Fixed an issue with sync. uploader checking for full reload request
Allow option Update Dates on Refresh even if no dates on query (for company id)
For custom field account mapping, allow net-income account number (99999)
Implement load check for bad transaction types on deposits (“???”)
Added Trans_Creation_Time column to trans. information view
Added adv-setting to control full reload
Added adv-setting to set starting balances at time 23:59
Added adv-setting for database vs QuickBooks time zone offset
Record last-full-load datetime and ignore deleted transactions before this
(after Condense, QB still keeps the deleted transactions)
Added Last_Full_Load_Time to company information query
ItemSalesTaxRef is optional (for sales tax without a tax item)
Add CustomerMsgRef, TemplateRef to Invoice import
Added “@=” to formatted reports to allow for data-cell formula
Update for handling QB internal error on optional tables
Added support for QBO Projects additional fields as customers/jobs
Added option to check for duplicate object ids during QBO load
Added account display/selection to AR reports
Added support for independent QBO “Inventory Starting Value” transactions
Added check/class reports to “reduce loading size” limits
Update SQL Lite to support UNC %APPDATA% location in Uploader (for RightWorks)

2024 Updates:

Added QBO Attachments download
Fix handling of special characters when importing QBO entities
Use FullyQualifiedName instead of DisplayName to lookup QBO customers/jobs/items for import
Added IsActive to item import
Added option for user-set End Load Year
Added CashOnly option to user-defined Journal Entries
Added JSON parsing for custom QBO report loads
Add MobilePhone, fix upload of Customers/Vendors
QBO: Fix an issue with CDC (incremental) load for composite fields (bill/ship addr)
Add workaround option for QBO CDC data error
Added @autofilter directive for formatted reports
Added Email_CC field to customer, vendor
Added NameOnCheck to QBO Customers
Added SalesTerm, PreferredDeliveryMethod, PreferredPaymentMethod to QBO Customers
Add option to suppress building consolidated reporting hierarchies
Add Quantity, Unit Price to Bill Line Detail View
Improvements to cash-adjustments SQL performance
Added Balance_Remaining field to bill payment transactions view
Add BankNumber field to account view
Add InventoryAdjustments upload
Add check for deleted/merged accounts after load
Added “Query_SkipRefreshAll” check on worksheet
Added fields: Customer_Preferred_Delivery_Method, Customer_Preferred_Payment_Method
Added Unit_Price field to sales view
Allow alerts (extract failure) from sync. edition
Add ServiceDate field for QBD Invoices
Add retry for transient SQL connection errors
Add additional columns needed for currency conversion on trend queries
Improve handling of QBO inventory adjustments (particularly starting inventory from desktop)
Correct HIDEROW/COLUMN when workbook has ‘ in name
Correct report hierarchy formatting for some cases with “- Other” parent accounts
Improve QBO retrieve date check for current/future year with large companies
Improve Excel formatting speed for pivot reports by using multiple cell copy
Fix an issue with custom view definition replacements in fjcustomdefs
Added txnaccountid, IsExternalAdj to views
Add VAT Adjustment to QBO Definitions
Add QBO Revenue Recognition Journal Entries
Update AR Adjustment check to include customer
Allow multiple company list for Query_Company_ID
Insure multi-company selection cleared on database change
Change zAccounts PK to clustered for better performance
Fix case check for @repeat column filter
Added DBConnectTimeout setting to UserSettings.xml file
Add Query_Column_List variable to refresh
Allow FIFO inventory calc for QBO
Added /StopExcel option to Query Builder program, insure Refresh-All frees all Excel objects
Added /STARTQBrunning startup option, improve /LaunchQB process checks
Added /ExitAt option for automatic timed program exit
Added company_RefreshRequest file to monitored import folder
For Excel Setup, create My Templates folder if needed
Widen company selection drop-down on Query screen for improved appearance
Include voided transactions in Trans Info view (additional fields)
Correct drill-down on company_id that is all numeric
Add QBO API version to Items to retrieve proper item_type
Fix mapping of company names in defining hierarchy groups
Set Query variables in workbook when /refresh and /date specified in the Query Builder program
(Query_End_Date, Query_Set_Date, Query_Start date if entered and not calculated)
Corrected re-display of selected types in query filters
Added Vendor_Middle_Name to view
Fix issue with FY Week 53 in 5-4-4/5-4-5 accounting
Corrected an issue clearing TransactionsQBO tracking table
Add Company_FileName field to Company Info. query
Corrected importer modify request for TimeTracking transactions in QBD
Allow Excel 64-bit version to connect to x64 main app. for upload
Added Trans_Type fields to budget view/query
Account for 2/29/24 as PY_Month end date in 2025
Fix an issue with prior year report in 13×4 fiscal year
Add custom fields to departments/locations
Add customer fields to payroll view
Corrected an issue with replacing existing worksheet and merged text
Corrected re-selection of Unassigned entities in query filters
Fix @rowstyle for bold+italic font style
Substitute blank @total if column name is missing
Added Vendor Payments and Purchases report
Allow alerts from importer server using default email settings