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December 31, 2019
Question

Can i set qbo to make unique invoice numbers automatically?

  • December 31, 2019
  • 1 reply
  • 0 views
I'm trying to end invoices and a number gets generated automatically that then says its a duplicate. is there a way to make it so each new invoice is given a new unique number and is concurrent from the last invoice sent?

1 reply

December 31, 2019

Hi Diane38, 

 

It's important that the invoice number is generated automatically so you can create invoices with ease. Don't worry, I'll be happy to give you a hand with this. 

 

QuickBooks automatically assigns numbers to your sales forms starting with 1001. If you would rather use your own numbering format, you can customize the number to whatever you prefer. Here's how: Add custom transaction numbers to sales forms in QuickBooks Online.

 

Use the Custom transaction numbers feature to set your own numbering preference. This adds an Invoice no. field where you can enter any number or letter format you want.

  1. Select the Gear icon on the Toolbar, then Account and Settings (or Company Settings).
  2. Select Sales, then select anywhere within the Sales form content section.
  3. Check the box next to Custom transaction numbers.
  4. Select Save and then Done.
  5. Open an invoice or any sales form, and in the Invoice no. field, enter the custom number or letter sequence you want to use for your forms. The sequence you set here applies to all sales forms.

Knowing this, you can now change the invoice number and re-use it for the same customer. If you're looking to keep the invoice details but change the customer, QBO won't allow that. The program will remove any linked transactions if the invoice is now for a different customer. 

 

In case you have other questions, feel free to contact our support team using this link here