> For the complete documentation index, see [llms.txt](https://help.alternativepayments.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop/invoice-filter-by-billing-terms.md). # Invoice Filter by Billing Terms (QuickBooks Desktop) On QuickBooks Desktop, many partners use a billing term to mark an invoice as finalized and ready to collect. The billing-terms filter is an allowlist of those terms. When it is on, Alternative Payments only imports invoices that carry a selected term. Work-in-progress invoices stay in QuickBooks Desktop. This filter is available on the QuickBooks Desktop integration only. *** ## How to turn it on 1. Open [Integrations](https://app.alternativepayments.io/dashboard/integrations) in your partner dashboard. 2. On the **QuickBooks Desktop** card, select the three dots, then **Manage filters**. 3. Under **Invoices filters** > **Billing terms**, you will see the terms already selected, or **No filters selected**. 4. Click **Edit filters**. 5. Open the **Billing terms** picker. The placeholder reads **Select billing terms**. Search by name if the list is long. 6. Select the terms that mean the invoice is ready to collect. You can select more than one. 7. Click **Save**. {% hint style="warning" %} An empty list turns the filter **off**. After you save with nothing selected, invoices import regardless of billing term, and the display shows **No filters selected**. Selecting every term in the picker is not the same thing. That still leaves the filter on, so invoices with **no** billing term are skipped. {% endhint %} *** ## What happens when the filter is on * Invoices whose billing term is in your allowlist are imported on the next sync. The QuickBooks Desktop connector runs every 5 minutes by default. * Invoices with any other term stay in QuickBooks Desktop. They are not changed or deleted there. * Invoices with **no billing term** are skipped. The filter cannot confirm they are finalized. * Automatic connector syncs and a manual sync from QuickBooks Desktop both respect the allowlist. Run a manual sync with **File > App Management > Update Web Services > Update Selected**. Do not use **Fetch new data** in the Alternative Payments integrations UI for QuickBooks Desktop. See [Running a Manual Sync](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop/running-a-manual-sync). *** ## What happens when you change the filter The filter only affects future syncs: * Invoices already in Alternative Payments stay there. Changing or clearing the allowlist does not delete or archive them. * From the next sync on, only invoices that match the new allowlist are imported. If you tighten the filter and need already-imported invoices removed, contact Customer Experience. That cleanup is not automatic. *** ## Common uses ### Keep work-in-progress invoices out of Alternative Payments If drafts use one term (or no term) and ready-to-collect invoices use another, add only the ready-to-collect terms to the allowlist. Drafts stay in QuickBooks Desktop until you assign a selected term. ### Collect on some terms only If you only collect electronically on certain terms (for example Net 30), add those terms and leave the others out. ### Turn the filter off Open **Manage filters**, click **Edit filters**, deselect every term so the list is empty, and click **Save**. Confirm the display shows **No filters selected**. The next sync imports invoices regardless of billing term. *** ## Limitations * **Future syncs only.** Invoices imported before you set or change the filter are not removed automatically. * **No-term invoices are skipped while the filter is on.** Assign a billing term in QuickBooks Desktop if you want that invoice to come through. * **QuickBooks Desktop only.** This billing-terms invoice filter is not available for QuickBooks Online or other accounting integrations. * **Terms come from your company file.** The picker searches billing terms already synced from QuickBooks Desktop. If a term is missing, confirm it exists under **Lists > Customer & Vendor Profile Lists > Terms List**, run a connector sync, and search again. If it still does not appear, contact Customer Experience. *** If you need help, contact our Customer Experience team at or via Live Chat in your partner dashboard. --- # Agent Instructions This documentation is published with GitBook. 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