I would like to create 2 sets of invoices. For example, invoices for wholesalers and invoices for retailers. However, I would like each set to have their own inv no.?

You can customize transaction numbers each time you create an invoice, @anna54.

QuickBooks Online (QBO) auto-generates sequential transaction numbers. However, you can turn on the Custom Transaction Numbers feature to let you add your preferred invoice numbers.

Here's how:

1. Go to the Gear icon in the upper right corner.
2. Select Account and Settings.
3. Click on the Sales tab located in the left menu.
4. Scroll down to the Sales form content section and check the box for Custom transaction numbers.
5. Click Save, then Done to confirm changes.

When creating invoices, use a "W" prefix for the Wholesale Invoice Template by adding it before the invoice number. For the Retail Invoice Template, you can either leave the number without a prefix or add an "R" based on your preference.

I've also attached this helpful article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts.

To enhanced reporting and optimal use of QuickBooks, contact our Live Expert Assisted team for personalized support and guidance, ensuring confident and efficient use of QuickBooks.

By following these detailed steps, you can effectively manage invoicing for different types of customers in QBO, maintaining clear distinctions between wholesalers and retailers. Don't hesitate to comment below if you have further queries.