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_G_
September 12, 2023
Question

Entering/Paying Contractors Invoices via Cheque

  • September 12, 2023
  • 1 reply
  • 0 views

Hello,

I work for a homebuilder, we have just started in QuickBooks Online, I used the desktop version the past 10 years or so..

I enter contractor/supplier invoices in the "Cheque" screen to be able to track the invoices via class(project) and then print cheques to be mailed.  My question is, when entering the invoices to be paid, where do I put the invoice number so that if an invoice number was previously used/entered, QuickBooks will have a pop up to warn you its been previously used? I put it in the memo line as both just the number  and invoice 1234 but it let me save both entries and the message did not pop up that it was previously used. I really want it to flag it like it did on desktop.

One other question, the invoice number or whatever detail used in the memo box shows up at the bottom of the printed cheque as it should but it does not say memo or have a line, is there a way to get that to appear?

 

Thanks for any help

G

1 reply

T
Trish_T
September 12, 2023

Hi _G_,

 

Thanks for reaching out to us here.  The features you've grown accustomed to in QuickBooks Desktop, are also available in QuickBooks Online.  Having transaction numbers on your forms, and notifications when a number has been duplicated can be accomplished effortlessly.  I'd be glad to help!

 

Let's get started by enabling transaction numbers on your forms.  Here's how;

 

1. Open your Settings ⚙ and select Account and Settings

2. Click on the Sales tab

3. Hit the Edit 📝 in the Sales form content section

4. Turn on Custom transaction numbers

5. Hit Save

 

Follow these steps to turn on the warning when duplicate transaction numbers are used;

 

1. Open Account and Settings 

2. Select the Advanced tab

3. Click on the Edit 📝 in the Other preferences section

4. Turn on Warn if duplicate cheque number is used and Warn me when I enter a bill number that’s already been used for that supplier

You're all set!

 

Should you require additional assistance, please don't hesitate to contact us outside of Community.  It would be our pleasure to work with you directly and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

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