Export Customer IDs and Names from Payment Terminal

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.

1. Open Payment Terminal.
2. On the dashboard, move the cursor to the bottom left corner of the dashboard. Hold CTRL Button and Double Click the mouse simultaneously.
   
3. Select "Export Customer List"
   
4. Save the customer list. You can view the file in Microsoft Excel or any other application that can view csv files.