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February 12, 2023
Question

I need to change sequence of Invoices for the year 2023 for the recurring transactions list

  • February 12, 2023
  • 1 reply
  • 0 views
My current Invoice Numbrers sequence:
INV - 2022-080
I have changed it manually to be:
INV - 2023-001
But the recurring transactions when they were auto-generated read as:
INV - 2022-081 rather than INV -2023-002 ..... anything that I shall do?

1 reply

February 12, 2023

I’m here to ensure that your invoice number is following the correct sequence in QuickBooks Online (QBO), ahmad.

 

You’re correct that after changing the sequence of the invoice number from 2022-080 to 2023-001, the invoice number following the previous one will still detect the transaction number 2022-080 and reflect 2022-081 on the next. In this, I recommend you manually edit the transaction number on the next invoice to the correct sequence which is 2023-002 this is to trigger the system to reflect the correct one.

 

If the issue persists, it’s best to perform basic troubleshooting steps. Issues like this are usually caused by system performance. Your browser may have loaded its historical cache due to visiting several websites. To fix this and allow you to carry on your business tasks, I advise you to run browser troubleshooting.

 

To start, please open a private window of your browser to get started. It pinpoints the cache that frequently results in strange behavior from browsers.

 

Here are the keyboard shortcuts to open a private browser:

 

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Microsoft Edge: press Ctrl Shift P
  • Safari: press Command Shift +N

 

Once done, proceed to clear the cache in the browser to prevent this from happening again. If you have another supported browser, you can choose that instead.

 

Furthermore, view this resource to learn about recording your customer’s payments in QBO: Record invoice payments in QuickBooks Online.

 

Let me know if you have more questions about managing your invoices. I’ll be around to address them accordingly. Have a great day!