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January 1, 2023
Question

How do i change the invoice number for 2023?

  • January 1, 2023
  • 1 reply
  • 0 views
i need to update my invoice numbers for the new year

1 reply

January 2, 2023

Hey there houselife6470,

 

Thanks for turning to the QuickBooks Community for support! QuickBooks Online is a great software to have. It has various features that can help make running your business smoother. Setting your own numbering preference is one of the many feature available. I would be happy to provide some information.

 

Follow these steps to ensure you're correctly changing the invoice numbers:

 

  1. Go to Settings and select Account and settings.
  2. Select Sales, then select anywhere within the Sales form content section.
  3. Turn on Custom transaction numbers.
  4. Select Save, then select Done.
  5. Go to Get paid & pay and select Invoices 
  6. Open an invoice or any sales form and select Edit invoice or select Create invoice to create a new invoice.
  7. In the Invoice no. field, (on the right hand side) enter the custom number or letter sequence you want to use for your forms. The sequence you set here applies to all sales forms.
  8. Select Save or Save and close.

Once you have created you're invoice with the new numbering, you can turn off the Custom transaction numbers feature. This will prevent your or any other user from accidentally changing the numbering in the invoice. Don't worry, once you turn off this feature the numbering will continue to follow the customer number you have chosen.

 

If you have any other questions, feel free to reach out here.