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SG2005
August 30, 2023
Question

Assigning a PO to a client

  • August 30, 2023
  • 1 reply
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Hello, I have a question regarding the Invoice number. We used to have another accounting software that we used but we weren't too happy using it and we moved to QBO. In the old software accounting that we had, we could assign a specific invoice number to a specific customer, basically, each customer had their own invoice number. Reaching out to the community to see if in QBO you are able to assign a specific invoice number to each client. We been using QBO for almost six months and still learning. 

1 reply

M
Mark_R
August 31, 2023

Hello there, @SG2005.

 

Let me help you learn more about QuickBooks, especially in assigning an invoice number to a specific customer.

 

QuickBooks doesn't allow you to assign an invoice number to a specific customer since it automatically assigns numbers to your invoices. However, as a workaround, you can set your own numbering preferences by turning off the Custom transaction numbers feature. Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click the Gear icon, then select Account and settings.
  3. Click Sales from the left menu and go to the Sales form content section.
  4. Turn on Custom transaction numbers.
  5. Select Save, then select Done.

 

Once done, you can assign a specific number upon creating an invoice. You'll have to edit the Invoice no. field manually every time you create an invoice for a different customer.

 

I'm adding this article for more guidance: Add custom transaction numbers to sales forms in QuickBooks Online.

 

Just in case you want to personalise and add specific info to your sales forms, you can check out this article for detailed steps and information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Come back to this post if you have other concerns or follow-up questions about this. I'm always here to help.

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