QuickBooks V2 Connector > Synchronization Tasks with QuickBooks V2 Connector > Data Filters
  

Data Filters

Data filters helps in fetching specific data of a particular object. The synchronization task processes the data based on the filter field assigned to the object.
In data filters, all the objects might not support certain filter fields. You can not apply filters to all the available fields. For more information on supported filter fields, see Filter Fields.
Note: Run the synchronization task to know if filters are applicable on the selected field or not.
Perform the following steps to use data filters in a Synchronization task:
    1. Click Data Filters.
    The Data Filters tab appears.
    2. Click New as shown in the following image:
    Click New as shown in the figure.
    The Data Filter dialog box appears.
    The Data Filter dialog box appears.
    The following table describes the details for each field type:
    Field Type
    Description
    Object
    Select Object for which you want to assign filter fields.
    Filter By
    Select the Filter Field.
    Operator
    Select the corresponding operator.
    Filter Value
    Enter the Filter value.
    3. Click OK to add data filter to the task.
    For more information, see Unsupported Filter Fields.

Filter Fields

The following table shows various filter fields available for objects:
Object
Filters
Operators
Accounts
ID
=
Name
=,startswith, endswith, contains
Type
=
IsActive
=
TimeModified
=,>, >=, <, <=
BillExpenseItems, BillLineItems,
Bills,
BillLinkedTransactions
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
VendorName
=
VendorId
=,>, >=, <, <=
AccountsPayable
=
AccountsPayableId
=
IsPaid
=
TimeModified
=,>, >=, <, <=
BillPaymentChecks,
BillPaymentChecksAppliedTo,
BillPaymentCreditCards,
BillPaymentCreditCardsAppliedTo
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
PayeeName
=
PayeeId
=
AccountsPayable
=
AccountsPayableId
=
IsPaid
=
TimeModified
=,>, >=, <, <=
CheckExpenseItems, CheckLineItems,
Checks
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
PayeeName
=
PayeeId
=
Account
=
AccountId
=
IsPaid
=
TimeModified
=,>, >=, <, <=
Class
ID
=
Name
=,startswith, endswith, contains
IsActive
=
CreditCardChargeExpenseItems, CreditCardChargeLineItems, CreditCardCharges, CreditCardCreditExpenseItems, CreditCardCreditLineItems, CreditCardCredits
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
Account
=
AccountId
=
TimeModified
=,>, >=, <, <=
CreditMemoLineItems, CreditMemos
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
CsutomerName
=
CustomerId
=
AccountRecieveable
=
AccountsReceivableId
=
TimeModified
=,>, >=, <, <=
Customers
ID
=
Date
=,>, >=, <, <=
IsActive
=,startswith, endswith, contains
Balance
=,>, >=, <, <=
TimeModified
=,>, >=, <, <=
DateDrivenTerms
Name
=,startswith, endswith, contains
IsActive
=
TimeModified
=,>, >=, <, <=
DepositLineItems,
Deposits
ID
=
Date
=,>, >=, <, <=
DepositToAccount
=
DepositToAccountId
=
TimeModified
=,>, >=, <, <=
EmployeeEarnings, Employees,
ID
=
Name
=,startswith, endswith, contains
IsActive
=
TimeModified
=,>, >=, <, <=
EstimateLineItems, Estimates
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
CustomerName
=
CustomerId
=
TimeModified
=,>, >=, <, <=
InventoryAdjustmentLineItems,
InventoryAdjustments,
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
CustomerName
=
CustomerId
=
Account
=
AccountId
=
TimeModified
=,>, >=, <, <=
InvoiceLineItems, Invoices
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
CustomerName
=
CustomerId
=
Account
=
AccountId
=
IsPaid
=
TimeModified
=,>, >=, <, <=
ItemLineItems, Items,
ID
=
Name
=,startswith, endswith, contains
Type
=
IsActive
=
TimeModified
=,>, >=, <, <=
ItemReceiptExpenseItems, ItemReceiptLineItems, ItemReceipts,
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
VendorName
=
VendorId
=
Payee
=
PayeeId
=
Account
=
AccountId
=
IsPaid
=
TimeModified
=,>, >=, <, <=
JournalEntries, JournalEntryLines,
ID
=
Date
=,>, >=, <, <=
TimeCreated
=
VendorName
=
VendorId
=
LineEntityName
=
LineEntityId
=
LineAccount
=
LineAccountId
=
IsPaid
=
TimeModified
=,>, >=, <, <=
PurchaseOrderLineItems, purchaseOrders
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
VendorName
=
VendorId
=
TimeModified
=,>, >=, <, <=
ReceivePayments, ReceivePaymentsAppliedTo, SalesReceiptLineItems, SalesReceipts,
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
CustomerName
=
CustomerId
=
DepositToAccountName
=
DepositToAccountId
=
TimeModified
=,>, >=, <, <=
SalesOrderLineItems, SalesOrders,
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
CustomerName
=
CustomerId
=
TimeModified
=,>, >=, <, <=
SalesReps, ShippingMethods, StandardTerms
ID
=
Name
=,startswith, endswith, contains
IsActive
=
TimeModified
=,>, >=, <, <=
TimeTracking
ID
=
Date
=,startswith, endswith, contains
EmployeeName
=
EmployeeId
=
TimeModified
=,>, >=, <, <=
Transfer Inventory, TransferInventoryLineItems
ID
=
TXNDate (TXN: Transaction)
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
TimeModified
=,>, >=, <, <=
VehicleMileage,Vendors
ID
=
Name
=,startswith, endswith, contains
TimeModified
=,>, >=, <, <=
VendorCreditExpenseItems,
VendorCreditLineItems,
VendorCredits,
ID
=
Date
=,>, >=, <, <=
ReferenceNumber
=,startswith, endswith, contains
VendorName
=
VendorId
=
AccountsPayableId
=
AccountsPayableName
=
TimeModified
=,>, >=, <, <=
For more information, see Recommended QBXML Versions for Objects.

Advanced Filters

Advanced data filers help you to further filter data by offering more customizable and multiple filtering options at one instance.
In data filters, all the objects might not support certain filter fields. You can not apply filters to all the available fields.
For more information on supported filter fields, see Filter Fields.
Perform the following steps to define advanced data filters in Data Filter dialog box:
    1. Click Advanced.
    The Advanced Data Filter dialog box appears.
    In the Advanced Data Filter dialog box, enter the Filter Expression.
    2. Enter the Filter Expression you want.
    3. Click OK.
You can apply multiple filters at one instance, as shown in the image. For example, Name Like ‘%Accountant%’ AND TimeModified<=’1/25/2014’ AND ID= ‘8000002F-1390458673’
The mentioned filter expression contains three specific filters separated by conjunction filter AND.
Note: Only AND conjunction filter is supported by advanced data filters.
The following list shows the supported advanced data filter operators: