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Chandra_H
Chandra_H
February 18, 2020
Question

Is there a way for quickbooks online to not autopopulate the invoice number? I have searched and it seems this is something that's only available for the desktop version?

  • February 18, 2020
  • 1 reply
  • 10 views
No text available

    1 reply

    AddieC
    AddieC
    Level 5
    February 18, 2020

    Hi there, 

     

    Invoicing is made simple in QuickBooks Online. I know how important it is to have control over your bookkeeping, and to make sure automation settings are saving you time, rather than costing you time. I'd be happy to explain the options you have with your invoice numbers. 

     

    While the system will continue to automatically apply an invoice number, you have the option to set up custom invoice numbers so that you're able to change the sequence from what's defaulted in the program. To turn on Custom transaction numbers, click the Gear icon > Account and Settings > Sales > click the small pencil icon next to the Sales form content section, then turn Custom transaction numbers on. 

     

    This will help you take control of your invoices and add a unique invoice number sequence to suit your needs. 

    I hope this helps. If you have any other questions, please reach out to our tech support team. 

     

    Cheers.

    Chandra_H
    Chandra_HAuthor
    February 18, 2020

    Thank you for your response.  We already have custom transaction numbers turned on.  The issue is our invoice numbers correspond to our various projects so it would be best if that field is completely blank.  As it is, it autopopulates with other project code's invoice numbers and if a manager is doing an invoice forgets to change it is makes a mess of the system - especially if I don't happen to catch it quickly.

      AddieC
      AddieC
      Level 5
      February 18, 2020

      I see what you mean now, chalko. I can see how having the option to disable to automatic invoice numbers would help you keep track of which numbers correspond to your various projects. I'd be happy to pass on your feedback about this to our team for review. I'd encourage you to pass your thoughts on to our team as well, by clicking the Gear icon > Feedback. We're always looking for ways to improve. 

      Cheers.

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