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January 1, 2023
Question

Im trying to chance the transaction number for the new year so its following after each other both for estimate and Invoice, how do I do that?

  • January 1, 2023
  • 1 reply
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1 reply

January 1, 2023

Hi there! 

 

The ability to change the transaction number of their invoice is unavailable in QuickBooks Online (QBO). 

 

We appreciate you sharing your ideas about adding this feature. We'd love to hear more of your insights regarding this so I recommend sending feedback to our product developers. This way, they can review your suggestions and consider adding them to future updates. Please refer to the steps below:

 

  1. In your QBO account, navigate to the Gear icon.
  2. Next, select the Feedback option.
  3. From there, enter the details of your product comments, suggestions, and requests. 
  4. Then, click Next to submit. 

 

Then, to track your submitted feedback, feel free to visit our Customer Feedback for QuickBooks Online website.

 

Customizing your invoice template to reflect more of your business identity is a breeze in QBO. To get started, check out this link: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

I'd be glad to help you further if you have any other concerns about managing your invoices. Don't hesitate to post again here. Have a good one and take care.