QuickBooks Online Customer Type Filter

The QuickBooks Online (QBO) Customer Type Filter allows you to control which customers from your QuickBooks account are synced with Alternative Payments.

Overview

When you connect QuickBooks Online to Alternative Payments, the system normally syncs all customers from your QuickBooks account. The Customer Type Filter gives you granular control by allowing you to:

• Select specific customer types to sync (e.g., only "Commercial" customers, only "Residential" customers)

• Exclude certain customer types from syncing

• Filter both customers and their associated invoices - only customers matching your selected types will be synced along with their invoices

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How It Works

When you apply customer type filters:

1. Customers - Only customers that match your selected customer types will be synced

2. Invoices - Only invoices belonging to filtered customers will be synced

Important Note:

• Customers without a customer type assigned in QuickBooks will be excluded if you have filters enabled

• The filter also checks currency matching - customers must match your connection's currency setting

• Filters apply to both initial sync and ongoing sync

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How to Set Up Customer Type Filters

1. Connect your QBO integration

2. Click on Finish Setup

1. Select any customer types needed, this field is not required.

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Ongoing Sync Behaviour

• New customers When a new customer is created in QuickBooks, they will only sync into Alternative Payments if their customer type matches your filter settings.

• Updated customers When an existing customer is updated in QuickBooks, those changes will only sync if the customer’s type still matches your filter.

• Customer type changes If a customer’s type is changed in QuickBooks, their sync behavior will update automatically:

  • If the customer is changed to a type that is included in your filter, they will start syncing into Alternative Payments.

  • If the customer is changed to a type that is excluded from your filter, they will stop syncing and no longer receive updates.

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