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JayBlake
February 12, 2024
Question

!!!WARNING "Update Layout" turns off "Custom transaction numbers"!!!

  • February 12, 2024
  • 1 reply
  • 0 views

When testing out the new "Update layout" feature for invoices, it auto turned off our "Custom transaction numbers" which messed up our system and API from creating new invoices since they didn't have a doc#.

    1 reply

    R
    RogelioL
    February 12, 2024

    Allow me to guide you in managing your custom transaction numbers, @JayBlake.

     

    Updating the new invoice layout shouldn't automatically turn off the custom transaction numbers in QuickBooks Online. Since this isn't your case, we can manually turn it on. 

     

    However, if the issue persists, I suggest contacting our customer support team, for they have the necessary tools to resolve this issue. If needed, they may also initiate an investigation.

     

    Here's how to reach them:

    1. Log in to your QBO company.
    2. Select Help (?).
    3. Click Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

     

    Moreover, I've added this article to help you learn how to personalize your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Feel free to reach out if you have further concerns about the custom transaction numbers in your invoice or any QuickBooks-related queries. Keep safe.

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