Skip to main content
January 26, 2022
Question

How to i match my invoice numbers to always be the same as my quote numbers

  • January 26, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

January 26, 2022

Hi marc-hoffer-inte,

 

Welcome to Community!  QuickBooks Online is an exceptional cloud based software for all of your accounting needs.  I can see how you'd benefit from having your transaction numbers aligned on your forms.  I'll be happy to provide more information here!

 

When you convert your estimate to an invoice it creates a new form, so the number wouldn't be applied automatically to match the estimate.  If you'd like the numbers to be aligned, you can edit the invoice number by entering it in the Invoice number field.

 

Feel free to reach back out with any other questions.  We'd love to help!