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November 6, 2022
Question

How do I find customer ID numbers on Quickbooks?Can't sync with Teachworks

  • November 6, 2022
  • 1 reply
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1 reply

November 6, 2022

Hello there, liz.stevens.

 

I'll show you how we can see our customers ID number in QuickBooks. Here's how:

 

  1. Go to the Sales menu.
  2. Within the Customers tab, click the customer name.
  3. Hover over the customer name without clicking on it.
  4. Look in the lower-left corner. At the end of the URL, after ?nameId= you'll see a number.

 

If you click their name, you'll see the number ID in the URL of your browser.

 

For more tips and guides handling sales and customers, feel free to read this article: Topics about your company's income and customers.

 

In case you need help with syncing your data to Teachworks, you can contact Teachworks Support for futher guidance.

 

That's it. If you have more concerns about managing cutomer details and sales transactions, let me know anytime. I'm always here to help you.