QuickBooksV2 (On-Premise) Connector Guide > Data Synchronization Tasks with QuickBooks Connector > Data Filters
  

Data Filters

Data filters help you to fetch specific data of a particular object. The Data 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 listed. All the available filter fields are not filterable. Refer Filter Fields to know more about the supported filter fields.
Note: When you select a filter field that is not filterable, you will know that the field is not filterable only after running the DSS task.
The following steps help you to use data filters.
    1. In Data Synchronization task, select Data Filters tab.
    The Data Filters tab appears.
    2. Click New as shown in the following figure:
    The Data Filter dialog box appears.
    3. Specify the following details. See Filter Fields.
    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.
    4. Click OK.
    Also see List of Objects not Supporting Filter Fields.

Filter Fields

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

Advanced Filters

The advanced data filers help you to further filter data by offering more customizable and multiple filtering options at once.
In data filters, all the objects might not support certain filter fields listed. All the available filter fields are not filterable. Refer Filter-Fields to know more about the supported filter fields.
    1. In Data Filter dialog box, click Advanced.
    The Advanced Data Filter dialog box appears.
    2. Enter the Filter Expression you wish.
    3. Click OK.
You can apply multiple filters at one instance, as show in the above figure.
For example, Name Like ‘%Accountant%’ AND TimeModified<=’1/25/2014’ AND ID= ‘8000002F-1390458673’
The above mentioned filter expression contains three specific filters separated by conjunction filter AND.
Note: Only AND conjunction filter is supported by advanced data filters.
Note: OR is not supported by advanced data filters.
The supported operators by advanced data filters are