Filtering Records in the Zoho QuickBooks Integration

III. Zoho QuickBooks Integration | Using Filters

ZBrains Dashboard >> Filter

By default, the integration will sync any new or modified records across platforms depending on the sync direction you select.  If you do not want all new or modified records to sync, you can choose to set criteria the Zoho QuickBooks integration will apply to all records it attempts to sync.  Clicking the Filters module on the left-hand navigation bar will bring you to the Accounts filtering screen, but you can set filters for any available module.

  • The default filter screen will be for records synced from Zoho to QuickBooks, but you can set the same (or a different) filter for records synced from QuickBooks to Zoho if necessary.  You can access the different sync directions with the drop-down menu in the upper right portion of the screen.

Here are the main options available to you in the Filter module:

  • Select Field: This drop-down menu displays a list of fields available inside the corresponding module in Zoho CRM or QuickBooks, depending on which module’s page you access.  Selecting a field here tells the integration which field the filter will act upon.
  • Select Condition: This menu displays a list of basic conditions to apply to the field chosen in Select Field.
  • Value: This is a text field you can use to type any information you want the integration to act upon based on your selected field and condition.  If your selected condition doesn’t require a value (e.g., “is not empty” or “is empty”), you should leave the Value field blank.

Use the blue plus symbol (+) to add another record filter in a given module and sync direction.

Use the green Submit button to save and apply any filter you have set.  Click the red Reset button to clear any unsaved filter.  And, use the dark blue Remove All Filters button to remove all filters you have set for the current module and sync direction.

To access the ZBrains dashboard, click here.

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