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March 30, 2025
Question

how can i get invoices to automatically number for the new year?

  • March 30, 2025
  • 1 reply
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invoices -how can i get invoices to automatically number for the new year?

1 reply

March 30, 2025

We can enable the Custom Transaction Numbers feature to set invoice numbers automatically, jogs2112. I'm here to guide you in setting this up.

To confirm, may I ask if you're trying to set invoice numbers automatically? If so, let's turn on the Customer transactions number feature, please follow the steps below:

 

  1. Navigate to the Gear icon.
  2. Select Account and Settings.


     
  3. Go to the Sales tab.
  4. In the row labeled Sales form content, click the Pencil icon.
  5. Tick the Custom transaction numbers box.
  6. Click Save, then Done.


     

If you want to assign a unique number to your invoices for the upcoming year, you can set your preferred number on the new invoice. Once you do this, QuickBooks will remember it and automatically continue the numbering sequence. I've added images for better visualization.

Create new Invoice, add your preferred invoice number.



Then when you create another invoice, the number will automatically follow.



Additionally, you may find this article helpful for understanding how to record invoice payments in QBO: Record invoice payments in QuickBooks Online.

To enhance your confidence in managing your sales form information, I recommend reaching out to a QuickBooks Live Expert for personalized assistance. QuickBooks Live Experts are bookkeeping experts who can provide you with step-by-step guidance in managing your business.

You can rely on us if you have other questions about invoices or if you encounter challenges while performing the steps above, please let us know by clicking the reply button below. We are here to support you whenever you require assistance.