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Sherry Lynn
January 17, 2022
Solved

How do I stop automatic numbering for QuickBooks Online?

  • January 17, 2022
  • 1 reply
  • 0 views

I need to enter my own# for invoices. I am migrating from Sage into QB I did do the import all ready but now I have a few more invoices to enter. So I would like to be able to add my own invoice#. Could someone please point me the correct direction.

 

Thank you 

Sherry

Best answer by Trish_T

Hi Sherry Lynn,

 

Thanks for reaching out to Community!  QuickBooks Online is a dynamic program with the flexibility you need to accomplish your goals.  One of the great features is having the option to set your preferences and save valuable time.  I'll be happy to provide the information you need so you can continue your work with confidence!  Here's how;

 

1. From the Gear ⚙ in the top right of your QuickBooks account, select Account and settings

2. Choose Sales from the left menu

3. Click on the Edit ✎ to the right of Sales form content

4. Turn on Custom transaction numbers

You'll now see the transaction number on your invoices.  Once you enter a number, new invoices will follow the sequence, but you can manually enter your own in accordance to your entries.

 

If you have any other questions, please feel free to reach back out.  We'd be glad to help!

1 reply

T
Trish_TAnswer
January 17, 2022

Hi Sherry Lynn,

 

Thanks for reaching out to Community!  QuickBooks Online is a dynamic program with the flexibility you need to accomplish your goals.  One of the great features is having the option to set your preferences and save valuable time.  I'll be happy to provide the information you need so you can continue your work with confidence!  Here's how;

 

1. From the Gear ⚙ in the top right of your QuickBooks account, select Account and settings

2. Choose Sales from the left menu

3. Click on the Edit ✎ to the right of Sales form content

4. Turn on Custom transaction numbers

You'll now see the transaction number on your invoices.  Once you enter a number, new invoices will follow the sequence, but you can manually enter your own in accordance to your entries.

 

If you have any other questions, please feel free to reach back out.  We'd be glad to help!

S
Sherry LynnAuthor
January 18, 2022

Thank you after being on the phone with QB for 45min and then playing around on my own I figured this out. But thank you this at least validates what I did is correct. 

I appreciate it. 

 

Sherry

T
Trish_T
January 18, 2022

Hi Sherry Lynn,

 

Thank you so much for reaching back out.  It's great to hear that you were able to successfully reach your goal for adding your preferred numbers to invoices.  If you don't mind sharing how this was accomplished, we'd greatly appreciate the additional advice for other QuickBooks users who'll also benefit from your success!  

 

Enjoy the rest of your day and Thanks again!

 

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