How do I import the reference number of transactions?

Thank you for posting here in the Community, @finance-gb.

I understand how important to import the reference number of your transactions inside QuickBooks. However, as of the moment, this option isn't available. 

As a workaround, you can manually update each transaction to enter the Reference number. You can use the Custom transaction numbers feature to set your numbering preference.

Here's how:

1. Go to the Gear icon.
2. Choose Account and Settings.
3. Select Sales, then click anywhere within the Sales form content section.
4. Check the box next to Custom transaction numbers.
5. Select Save and then Done.
6. Open an invoice or any sales form, and in the Invoice no. field, enter the custom number or letter sequence you want to use for your forms. 

I've added an article that can help you on how to customize, attach files, and email sales forms to your customer within QuickBooks Online: Email and customize sales form.

Don't hesitate to click the Reply button if you have an additional concern. I'm here to help. Keep safe.

@finance-gb 

You may export the transactios data out to XLS by using TP Exporter, modify them, and reimport back by using TP Importer. Make sure to set the filters to avoid any duplications.

https:// transactionpro.grsm.io/qbo