Using Filter Groups with QuickBooks and Xero

Filter groups are a great way to filter your contacts by how much they owe.

Josh avatar
Written by Josh
Updated over a week ago

Filter groups can help you get all the value out of your QuickBooks or Xero integration.

They can help you monitor invoices over a certain dollar value, create a group of just your QuickBooks or Xero customers, and much more.

In this filter group, we created a filter that would include only people with invoice amounts over $50.

To do so, we navigated to the groups module and selected new filter group.

The important part is the "Query."

In order to accomplish making our filter we selected:

HAS Invoices;

WHERE Balance;



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