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February 24, 2020
Question

Can I set up QB so that quotation & invoice numbers are auto updated each time they are changed & saved, avoiding 2 docs with the same Ref. No. say version A, then B...

  • February 24, 2020
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1 reply

February 24, 2020

Hey lui1,

 

Taking an active approach to avoiding duplicate transactions is a great way to make sure everything lines up. QuickBooks Online is equipped to automatically give each new transaction a unique number, so you can easily identify your individual invoices. The system is currently designed to follow a series of transaction numbers for new transactions, as editing transactions is considered to be a normal part of your bookkeeping. I can see the potential benefit of having a clear indication for modified transactions, so I'll be passing your comments along to the team. Feel free to submit your feedback directly to our engineers, as your input helps us continuously enhance the QuickBooks experience.

 

Hope this helps!