# 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

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Important Note:</strong></p></div>

* 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 <a href="#how-to-set-up-customer-type-filters" id="how-to-set-up-customer-type-filters"></a>

1. Connect your QBO integration
2. Click on `Finish Setup`

<figure><img src="/files/Li2s2PF5t575pDW8HxlO" alt="" width="557"><figcaption></figcaption></figure>

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

<figure><img src="/files/LVehg1KKtJH9eYi6wwZv" alt=""><figcaption></figcaption></figure>

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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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#### Updating or Removing Filters

To change your customer type filters after initial setup:

1. Go to **Integrations** and click **Preferences** on the QBO module
2. Update the customer type selections as needed, or clear all selections to sync all types
3. Click **Confirm** to save

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