How do I exclude orders from syncing to QuickBooks, using the rules engine?

If you sync sales when they reach a status, you sync by the date they were modified. You can say do not import older sales.

Example #1: Exclude by date

This rule will exclude sales whose date is prior to 1/1/2022:

1. On the Dashboard, click Rules Engine on the left.
2. Click add new rule.
3. Choose "map field, based on condition" from the dropdown of rule templates.
4. As the action, enter "Do Not Import Order to QuickBooks".
5. In the rules field, enter these values: order creation date, less than, 1/1/2022.
6. Leave the last field blank (since it is not needed for this rule type).
7. Click submit.
   
   

Example #2: Exclude orders with Net 30 Terms

1. (Repeat steps 1-4 from above)
2. In the rules field, enter these values: "Sales Terms", "Equals", "Net 30" (or whatever your terms you wish to include are).
3. Leave the last field blank here as well.
4. Click submit.

Example #3: Exclude orders by Selling Channel

1. (Repeat steps 1-4 from above)
2. In the rules field, enter these values: "Selling Channel", "Contains", "Test".
3. Leave the last field blank here as well.
4. Click submit.