How do I set filters for synchronization in QuickBooks?

When configuring sync settings, you can select filters based on conditions like:

• Record type (For example, only Vendors with “Approved” status).
• Field values (For example, sync Invoices above $500).
• Module-specific attributes (For example, Products in a particular Income Account).

Please follow the steps below to configure QuickBooks sync:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to the List View of Contacts/Products/Services/Invoices/Vendors module.
4. Click Sync.
5. Select QuickBooks and click Configure.