Let's turn on the custom transaction numbers feature so you can set your numbering preference.
QuickBooks automatically assigns numbers to your transactions unless you turn on Custom transaction numbers. Once turn on, this will add an Invoice no. field where you can enter any number format you want.
Here's how:
Go to the Gear icon, thenchoose Account and Settings.
Select the Sales tab.
Click anywhere within the Sales form content section.
Check the box next to Custom transaction numbers.
Click Save and then Done.
Once done, open an invoice or any sales form. In the Invoice no. field, enter the custom number you want to use for your forms. The sequence you set here applies to all sales forms.
By performing the steps above, you'll be able to turn on the Custom transaction numbers feature in QuickBooks
For additional reference, you can go through these articles:
Please don't hesitate to leave a comment if you have further concerns how to maximize and make use of the features in QuickBooks. I'm just around if you need help.
Can I piggy back off this - what happens if you have been using custom transaction numbers and no longer want to do - can you switch it back and what will be the effect ?
That's a great question. I'd be glad to provide some additional info about using custom transaction numbers in QuickBooks Online.
If you're currently using custom transaction numbers and decide to turn it off, QuickBooks will begin assigning consecutive numbers to each new invoice you create. For example, if the last custom number you used was 5 and turn off the feature, the system will use 6 for the next entry. The previous invoices or other transactions with custom numbers will remain the same.