What if I have transactions in QuickBooks that I do not want to sync to ChartMogul, perhaps they already sync via another system?

For invoices, credit notes, and sales receipts if you'd like SaaSync to auto-ignore the entire transaction, you can include the phrase[exclude] in either a custom field or in the Message on Statement field. This can be done for both recurring transactions or manually created transactions.

Note: you only need to do this in one field or the other, not both. And it doesn't matter what the name of the custom field is, it can be any field name (or custom field you are already using).

If you have custom requirements for excluding certain transactions, perhaps you have a unique custom invoice numbering system, contact us and we'll gladly look into options that work for you. Unfortunately, QuickBooks's API doesn't support the "Tags" field so that is not an option.