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R
ruth10
June 25, 2021
Question

How do we avoid posting 2 transactions to the same reference number?

  • June 25, 2021
  • 1 reply
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1 reply

AlcaeusF
AlcaeusF
June 25, 2021

Hi @ruth10,

 

Thank you for dropping by here in the Community. I'm here to help provide some information about the transaction numbers in QuickBooks Online.

 

There are options under the settings of your account for the warning notifications. These are the only features you can enable specifically for avoiding duplicate data in the system.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Account and settings under Your Company.
  3. Go to Advanced.
  4. Under Other preferences, enable the warning notifications. 
  5. Hit Save, then click Done.

 

You can also check this article to learn how to set your own numbering preference for your invoices: How to change the invoice number on sales forms.

 

Fill me in if you have more questions related to QuickBooks Online's capability when posting transactions. I'm always here to help. Take care always.

J
jackie@sjlabels.
March 1, 2022

HI I would like to know. We are three people working on Quickbooks online

 

Anyway it can automaticly change the invoice number so nothing is duplicated?

As all three of us invoice a lot a day?

R
ReymondO
March 1, 2022

 Hi there, @jackie@sjlabels.

 

Let me answer your queries in QuickBooks Online (QBO).

 

The program automatically changes the invoice number each time a user alters it. Once you set your numbering preference, the system will follow the next number of the recent invoice. If you've used it twice, QuickBooks will automatically prompt you that the number has been used.

 

In case you've used it twice, QuickBooks will automatically prompt you that the number is already been used. 

 

To avoid duplicates, you can turn off the Custom transaction numbers feature. This will help prevent accidental changes to your numbering. Turning this off only means the Invoice no. field is hidden from your sales form but not when printing. 

 

Here's how:

 

  1. Click the Gear icon on the toolbar and select Account and settings.
  2. Go to Sales, then select anywhere within the Sales form content section.
  3. Turn off Custom transaction numbers.
  4. Click Save and select Done.


For additional reference, check out this article: How to use the Custom transaction numbers feature to set your own numbering preference.

 

Feel free to add a reply if you have further QuickBooks-related concerns. I'll be here to help you out, jackie@sjlabels. Have a good one!

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