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November 1, 2024
Question

Need to be able to see the auto generated unique invoice number but not be able to change it

  • November 1, 2024
  • 1 reply
  • 0 views

Is there a way to have the invoice number appear on screen when creating an invoice, but not be able to change the auto generated number?

I'm having an issue with a client's employees consistently changing the auto generated invoice number to something like "Deposit" or " Final" etc, which creates a ton of duplicate invoice numbers.  They don't pay attention to any message that says the number has been used because they have always done it this way.  But it's too difficult to search for invoice numbers using names like this that have been used for hundreds of invoices.  I want them to never be able to change the Quickbooks generated invoice number, but I do want the ability to see the auto generated number when creating the invoice.  Is this possible?  They use Enterprise.

1 reply

November 1, 2024

QuickBooks Desktop (QBDT) currently does not have a feature that locks the invoice section to prevent the users from changing the invoice number, Dmack1987.

 

I suggest sending a request through our feedback system. Rest assured that our Product Development team will review your suggestion carefully and evaluate its possible inclusion in future updates. To send a feature recommendation, please follow the steps outlined below:

 

  1. Open your QBDT account.
  2. Go to Help, then choose the Send Feedback Online option.
  3. Select the Product Suggestion option, then a pop-up window displays.
  4. Type in your feedback request.
  5. Once done, click the Send Feedback button.

 

As a workaround, you can consider creating a custom user role like View-only access that can restrict users' access to certain areas in your QBDT company file to prevent users from changing the invoice number. You can browse this material for additional guidelines on creating a user in your company data: QuickBooks Desktop users and restrictions.

 

After sending your invoices, you will start receiving payments from your customers. For detailed instructions on recording these payments, refer to this article: Record an invoice payment.

 

Comment below if you have other questions about configuring your QBDT invoice numbers. I'll be sure to help you out. Have a great day ahead.