When matching some Verosa data to QuickBooks an ID is used to identify a client instead of a customer name. To determine which customer corresponds to the ID, the user can export a file from Quickbooks which displays which QuickBooks ID (QBID) corresponds to which QuickBooks Customer and Account Number.
- Open Payment Terminal.
- On the dashboard, move the cursor to the bottom left corner of the dashboard. Hold CTRL Button and Double Click the mouse simultaneously.
- Select "Export Customer List"
- Save the customer list. You can view the file in Microsoft Excel or any other application that can view csv files.