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pa-canova
Level 1

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

 
9 REPLIES 9
EmmaM
QuickBooks Team

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

Hello Pa-canova

 

We need a bit more information about what you need to extract.Are you their accountant?Are you referring to the long number that is used to identify which product they have with the phone support or is it actual transactions,like invoices ,sales receipts you are looking to export from the QuickBooks Online package?

 

Thank you

 

 

pa-canova
Level 1

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

Hello, 


I am the owner of my QB account. 

 

I am referring to the number shown in the url "https://xxxxxxxx/app/customerdetail?nameId=7". I think you call it name Id.

 

What I want to extract is in an extract :  

client A               Invoice 10                ID name = 5               Amount = 100€

client A               Invoice 11                ID name = 5               Amount = 120€

client B               Invoice 66                ID name = 10             Amount = 100€

Fiat Lux - ASIA
Level 15

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

@pa-canova 

I notice there are 55 fields of invoice data in QBO, including RefNumber, Customer, and LineAmount. I didn't see any field related to certain ID. Utilize this exporter tool and filter any data field you want to extract.

https://transactionpro.grsm.io/qbo

 

Hope it helps.

pa-canova
Level 1

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

Hi, 

 

Thanks for your reply. 

However you I use Zapier I can extract this "ID" so it should be there.

GlinetteC
Moderator

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

Thanks for getting back to us, pa-canova.

 

You can locate this customer's name ID in QuickBooks Online in just a few steps: Here's how:

  1. In the left panel, select Sales.
  2. Select Customers.
  3. Choose the name of the customer.
  4. You can find the name ID on the URL page.

Please see attached screenshot:

id.PNG

 

If you have other concerns, please tag me in a comment below. Thanks!

pa-canova
Level 1

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

Thanks a lot for this feeback! Really useful Smiley Happy 

And is there a way to extract all the database @GlinetteC ? I would like to have the all list Smiley Happy 

 

Thanks a lot

karoldixondelao
Level 1

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

@GlinetteC , I have the same question as @pa-canova from Dec 2019. I need a list of customers with their QBO ID (aka NameID) not just the current list, but I then need the ID as new customers are created. Is there a way to view this information other than in the individual URLs (it's rather time-consuming to pull each one).

KlentB
QuickBooks Team

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

Hi there, karoldixondelao.

 

Thanks for checking out the Community space.

 

Currently, this functionality is unavailable in QuickBooks Online. For now, you can go to the Customers tab or pull up the Customer Contact List report. Then, open each customer profile from there and copy the name ID in the URL. Here's how:

 

  1. Select Reports from the sidebar menu.
  2. Under the Sales and customers section, select Customer Contact List.
  3. Click the customer name to be routed to their profile.
  4. Copy the name ID in the URL.
  5. Press Ctrl + Q or click the Previous Tab icon to go back to the report.

I can understand that this process can be time-consuming. Rest assured, I'll take note of your ideas and suggestions to help improve your QuickBooks experience.

 

In addition, here's an article that you can read to help organize and keep track of your customers: Add and manage customers.

 

Do let me know in the comment section if you any other concerns or follow-up questions. I'll be more than happy to help you again.

ballade4
Level 3

Hi all, I want to extract for my customers their quickbooks id. I know that it is possible with zapier for example (not for historical period). Could you help? Thanks

Do you even understand how comical you sound, let alone make your whole company sound with this "advice"?

 

Wow.

 

Literally, the field is right there in the database; the fact that you choose to keep it hidden in both QBO and QBD is malicious and keeps your users reliant on your reports given that it is so difficult to bridge your troubled data hierarchies without primary and foreign keys!  Not to mention that you cap the amount of our own data that we can take out of our own software via CSV, and impose artificial constraints on how much data the SDK can handle?!  Why have you gone so far out of your way to weaken our ability to self-serve within our databases?  Surely not because you are making a surcharge on our backs from the "third-party" developers that we are forced to deal with in order to be able to get around your handicaps?  

 

@karoldixondelaosign up for a Developer account and you can get direct access to your backend.  Don't be intimidated by the code aspect, all stuff you can google.

 

https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/customer

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