Skip to main content
H
Harry4
September 10, 2024
Question

How do we change an invoice number ?

  • September 10, 2024
  • 1 reply
  • 0 views
2 users were creating invoices and when one was completed, the other was told that number is in use. We had to redo the invoice from scratch. In desktop version it just went to the next number. How do we duplicate the desktop solution?

    1 reply

    A
    AbegailS_
    September 10, 2024

    I'm here to provide some insights on how to manage invoices with multiple users in QuickBooks Online (QBO), @Harry11_2.

     

    Due to these platform differences, the behavior and processes may vary between QuickBooks Online and QuickBooks Desktop. 

     

    To manage the invoice effectively, multiple users must coordinate and manage their tasks simultaneously. If two users happen to work on the same task, such as creating an invoice with the same number, the system will save the changes made by the user who completes the task first. This ensures that data integrity is maintained and prevents conflicts from arising. Effective communication and collaboration among users can help streamline workflows and avoid duplication of efforts. 

     

    I've included this link once you're ready to receive invoice payments in QuickBooks Online.

     

    I'm also adding this article if you'd like to create a more personalize sales form for your customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    If you have further questions about QuickBooks Online or invoice number comment below. I am always here to assist you.

    BigRedConsulting
    BigRedConsulting
    September 10, 2024

    @AbegailS_  RE: With the new invoice layout in QuickBooks Online, duplicate invoice numbers aren't allowed. 

     

    That's really stupid. What is wrong with the QuickBooks Online development team?

     

    You also didn't answer the questions.

    The questions are, "How do we change an invoice number?"  and "In desktop version it just went to the next number. How do we duplicate the desktop solution?"

     

    They're really short and simple and don't use any big words.  Did you even read the questions?

     

     

      P
      peakind
      November 18, 2024

      I agree, how do I edit/change an already created invoice number?

      I created an invoice. But I now have to edit the invoice number.

      When I follow your directions, it says.

      Go to invoices

      Find the invoice you want and click edit.

      Go to invoice number box/field and change it.

      I CANNOT. 

      your directions are wrong.

      I USED to be able to do that, now I cannot. WHY?

      Terms & ConditionsAccessibility statement