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O
OddsAreJack
March 18, 2024
Question

Is it possible to import invoices with separate numbers that DO NOT sequentially continue in QB?

  • March 18, 2024
  • 1 reply
  • 0 views
I have an integration that also imports invoices (which works great); BUT I would love to have a way where QB doesn't continue the invoice number sequentially from the imported integration.

So if my usual QB invoice numbering is at number '2020' for example, and then I import an invoice through my integration with invoice number '6001'-- I don't want QB to immediately continue in-house with number '6002', but go back to continuing the '2021'.

Is this possible in QB?

1 reply

C
CamelleT
March 18, 2024

Thanks for bringing this up, Jack. I'll ensure you can change the sequence of your invoice numbers.

 

QuickBooks Online (QBO) has a Custom transaction numbers feature that enables you to customize the numbering of your preference. By default, this feature is turned on and includes a default numbering system. This feature adds an invoice number field to enter any number or letter format. 

 

Since you prefer using a specific numbering sequence, we can manually update the imported invoice number to your desired value. Let's change the invoice number from 6001 to 2021 to match your preferred sequence. Here's how:

 

  1. Go to Sales and choose Invoices.
  2. Open the invoice no. 6001, then tap Edit invoice. 
  3. In the Invoice no. field, enter 2021 or the custom number you want to use. The sequence you set here applies to all sales forms.
  4. Hit Save. 

 

Additionally, I'll share this reference to help you track sales, manage inventory, and monitor customer purchases: Create sales receipts in QuickBooks Online.

 

I'll be around to help if you need further assistance customizing your invoices. Have a great day!

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