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clintsprunger
February 23, 2024
Question

Invoicing and Invoice Numbers

  • February 23, 2024
  • 1 reply
  • 0 views

Hello!

We use a third party piece of software for quoting and inventory management and it is able to produce invoices in QBO for us. This is an incredible integration however, the invoice numbers across platforms do not sync properly. We don't require that they are in sync but QBO automatically picks up the invoicing number scheme after an invoice is issued from the other platform.

 

Example:

The current invoice number in QBO is 2045 and the platform is setup to issue the next invoice as CMS-1125. The invoice posts to our transaction page with the appropriate number and the last QBO invoice is also correct. However, if I create an invoice from QBO for services not billed through the third party QBO follows the platform naming scheme and creates an invoice with the number CMS-1126.

 

This would be fine in theory except for the API communication is only one way. The platform doesn't see that there's been an increase in the number counter and we'll start getting duplicate numbers in QBO. Is there a solution to keep QBO's counter separate from just referencing the previously created invoice number?

1 reply

JoesemM
JoesemM
February 23, 2024

I appreciate the detailed information on your concern, clintsprunger. I'll share details on how the invoice number works in QBO.

 

QuickBooks is designed to automatically assign the next number in the sequence. The number increments by one each time you create a new entry. To learn more about setting your numbering preference, see this article: How to change the invoice number on sales forms.

 

Also, There's a community dedicated to developers and integrating other websites with QuickBooks. I recommend that you sign up and post this question to our separate online forum called Intuit Developer Community.

 

This site contains resources for software development, as well as the ability to ask fellow developers questions. Our Intuit Developer can provide you further details on how to keep QBO's counter separate from just referencing the previously created invoice number.

 

 Here's how:

 

  1. Go to this link: https://help.developer.intuit.com/s/.
  2. Choose QuickBooks Online under What do you need help with? 
  3. Click Ask a Question. 
  4. Log into your existing Intuit Developer Account or create a new one. 
  5. Enter your concern. 
  6. Click Ask. 

 

Additionally, you can always utilize the API Docs & Tools and Blog menu on the Intuit Developer's page. From there, you can check out the latest feature added to the application.

 

I'm including these articles you may find helpful in the future while working on a task in QuickBooks Online:

 

  

You can always comment below if you have further questions besides invoice numbers in QuickBooks Online. I'm here to assist you. Have a great day.

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