Skip to content

Commit

Permalink
Update README.md
Browse files Browse the repository at this point in the history
  • Loading branch information
fivetran-catfritz authored Sep 6, 2024
1 parent c0577b4 commit 5c83fdd
Showing 1 changed file with 2 additions and 2 deletions.
4 changes: 2 additions & 2 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -38,7 +38,7 @@
- Generates a comprehensive data dictionary of your source and modeled QuickBooks data through the [dbt docs site](https://fivetran.github.io/dbt_quickbooks/).

<!--section="quickbooks_transformation_model"-->
The following table provides a detailed list of all tables materialized within this package by default. The primary outputs of this package are described below. Intermediate tables are used to create these output models.
The following table provides a detailed list of all tables materialized within this package by default. The primary outputs of this package are described below. Intermediate tables are used to create these outputs.

> TIP: See more details about these tables in the package's [dbt docs site](https://fivetran.github.io/dbt_quickbooks/#!/overview?g_v=1&g_e=seeds).
Expand Down Expand Up @@ -165,7 +165,7 @@ These are our recommended best practices to follow with your seed file (you can
- In `cash_flow_statement_type_ordinal_example`, we recommend creating ordinals for each `cash_flow_type` value available (the default types are `Cash or Cash Equivalents`, `Operating`, `Investing`, `Financing` as per best financial practices, but you can configure as you like in your seed file) to make sure each cash flow statement type can be easily ordered. Then you can create any additional customization as needed with the more specific account fields to order even further.
- In `cash_flow_statement_type_ordinal_example`, the `report` field should always be `Cash Flow`.

We'd love for you to share your experiences with the cash flow seed file with us [in the Fivetran community user group](https://community.fivetran.com/t5/user-group-for-dbt/gh-p/dbt-user-group) so we can make these model and seed configurations even better for you in the future!
We'd love for you to share your experiences with the cash flow seed file with us [in the Fivetran community user group](https://community.fivetran.com/t5/user-group-for-dbt/gh-p/dbt-user-group) so we can make these model and seed configurations even better for you in the future!.

### Customize the account ordering of your financial models.
[The current default numbering for ordinals](https://github.com/fivetran/dbt_quickbooks/blob/main/models/quickbooks__general_ledger_by_period.sql#L44-L50) is based on best practices for balance sheets and profit-and-loss statements in accounting. You can see these ordinals in action in the `quickbooks__general_ledger_by_period`, `quickbooks__balance_sheet` and `quickbooks__profit_and_loss` models. The ordinals are assigned off of the `account_class` values.
Expand Down

0 comments on commit 5c83fdd

Please sign in to comment.