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poloponiesrock
July 30, 2024
Question

bill numbers

  • July 30, 2024
  • 2 replies
  • 0 views

Hi, hope someone can help me!

 

I'm fairly new to QB, used to use Kashflow. On the kashflow system I would raise a purchase BILL, the bill number would be auto-populated, I'd hand write the BILL number on the actual hardcopy purchase invoice and add it to my file. If I wanted to find a particular bill at a later date I could just search the supplier, find the bill number and then go to my file and find the corresponding bill by the sequential bill number system.

 

With QB's I don't see how to add an auto-populated bill number. The only thing I can do is add one myself, then add the same number to the hardcopy bill. The next time I come to add another bill I have to first check back to see what the last bill number was so I get the sequencing correct. If not I would never be able to find the hardcopy in the file. What does everyone else do????

 

Please help, thanks 

2 replies

M
Maybelle_S
July 30, 2024

Thank you for choosing QuickBooks as your partner handling your business, Poloponiesrock. I understand that transitioning from Kashflow to QuickBooks can be challenging, especially with the differences in handling bill numbers.

 

Currently, automatically populating the bill number is unavailable in QuickBooks Online (QBO). You'll have to enter the bill number manually for each transaction to manage the sequence and keep track of each bill.

 

We understand your need for the functionality of this option and would love to hear your thoughts by sending us feedback to our product developers. This way, they can review and consider adding it in future updates.

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your comments in the description box.
  4. Click Next to submit your inputs.

 

Aside from that, you can search for an app that helps assign bill numbers of your bills. To do this, go to the Apps menu in your account and browse for apps that integrate with QBO. You can also visit our QuickBooks App Store for additional reference.

 

Additionally, once you have recorded bill payments, you might want to categorise and match them on the banking page.

 

We appreciate your patience as we finalize this. If you have other questions about assigning bill numbers in QuickBooks, please reply here, and I'll assist you.

P
poloponiesrockAuthor
August 1, 2024

so what does everyone else do? this issue must be the same for everyone, so there must be another way.

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