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Jan 11, 2019 1:00 AM UTC
Question

Can I change the custom transaction numbers? I need to turn it on. If I can't trun it on, what account is able to do it?

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9 replies

Jan 11, 2019 1:00 AM UTC

Hello there, leonardo.tovar,

Let's turn on the custom transaction numbers feature so you can set your numbering preference.

QuickBooks automatically assigns numbers to your transactions unless you turn on Custom transaction numbers. Once turn on, this will add an Invoice no. field where you can enter any number format you want.

Here's how: 

  1. Go to the Gear icon, then choose Account and Settings.
  2. Select the Sales tab.
  3. Click anywhere within the Sales form content section.
  4. Check the box next to Custom transaction numbers.
  5. Click Save and then Done.

Once done, open an invoice or any sales form. In the Invoice no. field, enter the custom number you want to use for your forms. The sequence you set here applies to all sales forms.

By performing the steps above, you'll be able to turn on the Custom transaction numbers feature in QuickBooks

For additional reference, you can go through these articles: 

Please don't hesitate to leave a comment if you have further concerns how to maximize and make use of the features in QuickBooks. I'm just around if you need help.

Oct 29, 2020 1:53 PM UTC

Can I piggy back off this - what happens if you have been using custom transaction numbers and no longer want to do - can you switch it back and what will be the effect ? 

MorganB
Oct 29, 2020 2:37 PM UTC

Good morning, CHMM.

 

That's a great question. I'd be glad to provide some additional info about using custom transaction numbers in QuickBooks Online.

 

If you're currently using custom transaction numbers and decide to turn it off, QuickBooks will begin assigning consecutive numbers to each new invoice you create. For example, if the last custom number you used was 5 and turn off the feature, the system will use 6 for the next entry. The previous invoices or other transactions with custom numbers will remain the same. 

 

The following article provides even more info about how to show transaction numbers on sales forms.

 

I'm only a comment or post away if you have any other questions. Take care!