Smart 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.


To create smart groups read more here.


In this smart group, we created a filter that would include only people with invoice amounts over $100.

To do so, we navigated to the contacts module and selected new smart group.

The important part is the "Query."

In order to accomplish making our filter we selected:

HAS Invoices;

WHERE Balance;

IS GREATER THAN;

100

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