Ideally the Customer ID in QuickB2B and the Account Number ( Xero) and or the Card ID (MYOB) should be the identical.
To change a Customer ID
- Navigate to customers/manage customers
- Search and click on the customer name
- Click on edit
- In the business section (top left) click on word Change, next to the current customer ID
- A pop up will appear with the customer name, current ID and a text box to add the new ID
- Type in the new customer ID and click save
The ID has now been changed and mapped. Any new order by this customer that is now exported to Xero or MYOB will result in their Account Number (Xero) and or their Card ID (MYOB) being updated.
The result is, the customer ID in QuickB2B and in Xero or MYOB will be identical.