Get customer ID from accounting software

Payloader can be configured to send customer and supplier invoices to either Xero or Quickbooks.

Get contact ID from Xero accounting

Contact ID is an unique identifier for each contact in the Xero. It can be found at the end of the URL of a particular contact page.

To open the contact page, choose Contacts from the menu, then select Customers to display the list of customers.

Click on a contact to display the contact page URL.

Copy the contact ID from the end of the URL and enter in the corresponding contact in Payloader.

Get contact ID from Quickbooks accounting

Contact ID is an unique identifier for each contact in the Quickbooks. It can be found at the end of the URL of a particular contact page.

To open the contact page, choose Get paid and pay from the left hand menu, then choose Customers.

Click on a contact to display the contact page URL.

Copy the contact ID from the end of the URL and enter in the corresponding contact in Payloader.