Question

custom transaction numbers won't stay off -- keeps reverting my setting

Forum|Forum|3 years ago
March 13, 2023
8 replies
0 views

I keep going into settings > Sales > Custom Transaction Numbers .. I set this to "Off"

This setting sticks for a period of time, and then later, sometimes just a few hours later, the setting is back on.

I am the only user in this account.

What is making this setting turn back on?

QuickBooks Online

J

jamespaul

Hello, savvior.

I have a solution to help you fix the Custom Transaction Number setting.

It's quite possible that a cache-related issue is causing the Custom Transaction Number setting to turn back on. When a browser's cache is full or corrupted, we would likely encounter some odd behaviors like this.

To rule this out, let's use an incognito or a private window:

Ctrl + Shift + N for Google Chrome
Ctrl + Shift + P for Firefox
Control + Option +P for Safari

Log in to your QuickBooks Online account, then turn off the setting again (if needed). Then, observe the behavior after a few hours. When the setting sticks, go back to the regular browser and clear the cache.

After clearing, close out any browser instances to complete the process.

We can also use another supported browser as an alternative.

If it's still turning on after clearing the cache or when you're using another browser, we can have this investigated by our support. They'll use their tools to check the system and see what's causing it to forcibly turn on.

Here's how to reach them:

Click the Help menu.
Go to the Search tab on the pop-up window.
Proceed with Contact Us.
In the box, we can enter "Custom Transaction Numbers setting keeps turning on."
Hit Continue.
Choose either the phone or the chat option.

After fixing the issue, do you also need to send out statements for your customer's due balances? I'll add this article in case you need help in the future: Create and send customer statements in QuickBooks Online.

Let me know if you have questions about managing your settings for QuickBooks Online. Do you have any other concerns about your reports or entries? Drop them below and I'll hear you out.

S

Samantha Prosser

This issue is happening literally non-stop and I have multiple customers (including my own account) where they do not touch this setting and it automatically changes on them after some time passes (it can be anywhere from one day to 1 week). We have pin-pointed it down to only customers who are apart of the new invoice layout screen that have the issues. When you look at the audit log, it only says "changed settings" but they DID NOT change anything. My firms company is getting asked why this keeps happening on a daily basis at this point and I have had no luck with getting any updates as to if this bug is going to get fixed. Our company requires our clients to be on QuickBooks Online and we have over 300 clients. It is extremely frustrating that QB does not seem to be taking this bug seriously.

D

dpit

This is a major bug that needs to be fixed ASAP. This causes issues when using integrations and someone entering invoices into QBO. Before, we could have prefixes on transactions entered in and our integrations had their own scheme, but now as soon as you create a new invoice or edit an existing invoice, it automatically switches custom transaction numbers back on.

S

Samantha Prosser

Completely agree - it's taking way too long to fix this bug. I got an investigation (INV89166) started for it weeks ago but haven't heard anything since... I was told to write into the feedback area on your QuickBooks when it is happening... maybe if I can get more people to report feedback, they will take it more seriously...

D

dpit

They are super slow at fixing bugs. They keep making changes that no one ask for. Our bank feed started breaking last year and at the beginning of this year it completely broke. It still doesn't work and they've only said they are aware. I can hook into it with other integrations so it's not the bank. Maybe once I'm through some other projects, I'll consider looking at Xero.

V

vhigle

We tried to use the new layout yesterday and have this same issue. We set the custom invoice number to off and after we make an invoice it automatically switches back on. This is a huge problem because the orders coming in via the QB Connector App on our website do not receive numbers. Meaning we have to manually go in and figure/fill out individual invoice number.

Therefore, we cannot use the new layout without a huge amount of problems.

JaeAnnC

I hear your sentiments, @vhigle. Let me share ways to stop the custom invoice number from reverting to ON in QuickBooks Online (QBO).

Since the custom invoice number keeps switching back to ON using the new experience, you can return to the old layout. To do that:

Go to + New and select Invoice.
Click the Old layout at the upper-right corner of the screen.
Select Leave to confirm.

However, this option is limited to several users. If you don't have the option to go back to the old layout, we can perform some troubleshooting steps. In some cases, issues like these are brought on by too much cache buildup in the browser. First, open your account in a private window to access QBO in a clean slate. Please refer to these keyboard shortcuts:

For Google Chrome browser: Ctrl + Shift + N
For Mozilla Firefox browser: Ctrl + Shift + P
For Safari browser: Command + Shift + N

If it works, return to your default browser and clear its cache and cookies to refresh the page, or use a different supported browser. It's possible that there's a temporary issue with QBO or the browser you're currently using.

Additionally, check out these articles to learn more about how to manage your invoice payments and other sales forms:

Feel free to reply whenever you have further concerns about invoices. I'll be happy to provide additional help. Take care, and have a good one.

S

SuperTutor

This is NOT a cache issue. I have replicated it on chrome and safari, both before and after clearing my cache.

What are we going to do when we are FORCED to the new Invoice layout on December 2? This bug needs to be fixed before then please.

Darin [removed]

A

AileneA

I understand how frustrating it can be to toggle the custom transaction numbers on and off constantly, jb20147.

I appreciate all the effort you have put into finding a way to turn off the custom transaction number in QuickBooks. However, this feature is integral to QuickBooks Online and cannot be turned off permanently. The custom transaction number is a unique identifier that helps to track transactions and eliminate the possibility of duplication. QuickBooks automatically generates it and cannot be modified or disabled.

I want to share a workaround you can implement to achieve a similar result. You can turn off the custom transaction numbers by going to settings.

Click the Gear icon, then choose Account and Settings.
Select Sales.
Under Sales form content, toggle off the Custom transaction numbers.
Tap Save and Done.

I understand the solution may not be perfect, but it's good to have an interim measure to address your immediate needs. Let's work together to find a more permanent and seamless solution in the future. It would be greatly appreciated if you could take a moment to share your thoughts and Feedback regarding this feature with our team of software engineers. Your input is precious to us and helps guide the direction of future updates and improvements. By providing us with your Feedback, you are actively contributing to improving our software and helping us create a better user experience for you and all of our other users. So please don't hesitate to share your thoughts with us - we are always eager to hear from you.

Click the Gear icon, then Feedback.
Enter your comments or product suggestions. Then select Next to submit Feedback.

For future reference, here's an article on receiving and recording invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online. This resource will be handy since it provides a comprehensive guide on effectively recording and managing customer payments. With this article, you'll be able to streamline your accounting processes, keep track of outstanding fees, and ensure that your financial records are accurate and up-to-date.

I hope this clarifies the matter. Please let me know if you have any further questions or concerns. Have a great day!

D

dpit

The problem is, we turn custom transaction numbers off and it automatically turns itself back on when you edit or add an invoice, as well as an invoice sent via the API. Your solution will not work around the bug, the only workaround is to disable the new invoice interface.

M

mike_cce

I'm also experiencing the same issue with the setting reverting back to "On" and then generating invoices (via API) without any transaction number, which also prevents the emailing of an invoice to our customers.

Seeing this thread and the responses from Quickbooks support and the lack of urgency in fixing this important bug leaves me wondering if I should start looking for another invoicing and payment acceptance provider.

Hello FreshBooks or Stripe?!

Please fix this ASAP. This is a patch / hotfix level release issue. You're affecting a lot of people's businesses every day that you don't fix this issue. And to see that it was reported months and months before the forced roll out of the new layout, which introduced the bug. Pretty weak.

R

RJ4990

This is unbelievable that this continues to be an issue. Just ridiculous. And it is now impossible to go back to the old layout. Fix this!

D

DannyRob

Our settings flipped flop in the MIDDLE of a support session with QBO support staff and I have screen shots with times to show it flipping on and off.

At this point, I can't even remember if it should be on or off.

Just upgraded to QBO PLUS at additional cost to get the option to shut OFF the new template. Let's see if money can buy a solution!

Best wishes and waiting for a REAL SOLUTION FROM QBO INTUIT.

Very frustrating to be spinning wheels on this stuff instead of developing business

J

jb20147

Did upgrading actually work in stopping custom transaction numbers from being turned on by Quick books without consent?

If you shut off the new template and view an invoice that was created with the new template in the past does it still turn on custom transactions numbers?

S

SuperTutor

I cant answer to the upgrading, but in my case, Intuit was able to get me access to toggle the new/old template. It doesnt matter where the invoice was created. An invoice created with the new format, then switched back to old format will NOT turn the custom transactions number flag on. The switch back on ONLY occurs while using new template.

Darin

N

Neal Schapman

I was running into this same issue. I had turned off custom transaction numbers under Company Settings>Sales only to see it turn back on using the new invoice template.

I think I may have found a solution. It looks like the the setting is now also attached to the template. I you go to Custom form styles>Content>Header, then you can uncheck the Use custom transaction numbers option.

This seems to keep custom transaction numbers off for me, hopefully they stay off!

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