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Emily2020
August 7, 2020
Question

Invoice and Sales Receipt numbering

  • August 7, 2020
  • 2 replies
  • 0 views

How would i be able to keep the invoicing module separate from the sales receipt module for the sequential numbering? Right now, if i input a sales receipt #, the next sales receipt # available would prepopulate into my next invoice #.  We have a separate numbering system for sales receipt and invoicing so would like to know how i can get these to prepopulate with the correct numbering sequence.  I am using Quickbooks online


Thanks.

    2 replies

    Jen_D
    Jen_D
    August 7, 2020

    I appreciate your interest regarding how QuickBooks number your sales transactions, @Emily2020,

     

    Being able to assign a different numbering sequence or series for invoices which is different from sales receipts is great idea to add in our program. Right now, all sales entries share the same module of  numbering (ascending order).

     

    As a workaround, you can enable the Custom Transaction Numbers in QBO, so you can manually enter the number you like for each sale. Please bear in mind that this will reset the sequence of the entries you will add in the future. Here's how to do that:

     

    1. From the Gear icon select Account and Settings (or Company Settings).
    2. Go to the Sales menu, and click the Sales form content section.
    3. Click the Custom transaction numbers slider to enable it.
    4. Select Save and then Done.

    When you create an invoice or sales receipt, update the information on the Invoice no or Sales Receipt no field manually. 

     

    To learn more about this, check out this article: How to change the invoice number on sales forms?

     

    Please know the your ideas are important to us, and we consider every suggestion to make our program handy and easy to use. If you have any questions or clarifications, feel free to come back or get in touch with me again. I'll be more than happy to help.

    K
    KUPMAN
    February 1, 2021

    I have the same problem. When I was using the desktop version the sales receipts and invoices had their independent number sequence. Now with QBO I have to manually change the numbers when I move from one form to the other. What a headache!

    J
    JaxAl
    January 17, 2023

    Hi, I'm a new user and I find not having the invoice numbers and sales receipt numbers not differentiated an issue. When will this be corrected?

      S
      Sayed-bol
      June 6, 2023

      I have a problem different i need quickbook desktop can take the sales receipt number from last number of invoices can i do that?? Please i need help because it will help me better than change in every time 

      R
      Rea_M
      June 7, 2023

      Hello there, Sayed.

       

      I'll share insights about sales form numbering in QuickBooks Desktop (QBDT) and guide you in sending feedback or product recommendations to help improve the features and your experience using the platform.

       

      For the time being, the option to take the sales receipt number from the last number of invoices is unavailable in QBDT. I can see how this feature would benefit and aid you in managing your income and sales transactions. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products. Here's how:

       

      1. Go to the Help menu.
      2. Select Send Feedback Online.
      3. Click on Product Suggestion.
      4. Click on the drop-down for Type of Feedback and select Product Suggestion.
      5. Select the Product Area.
      6. Then enter your thoughts and suggestions.
      7. Once done, select Send Feedback.

       

      Also, you may want to visit the Sales page to view the status of your sales transactions, open invoices, and paid invoices in QBO. To do this, please see this article for the complete guide: View sales transactions in QuickBooks Online.

       

      Please feel free to leave a comment below if you have other feature concerns or questions about managing sales and income transactions in QBDT. I'm always ready to help. Take care, Sayed.

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