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How do I change invoice number using the app and an iphone

Looking to change my invoice number I am using the app on my iPhone. 

1 Comment
QuickBooks Team

Re: How do I change invoice number using the app and an iphone

Hello Mike,

 

Here's how you can change the invoice number through your iPhone:

  1. Click the Settings menu (three-line bars) in the upper-left corner.
  2. Select Invoices and click the invoice you want to update.
  3. In the Invoice window, click the pencil icon in the upper-right corner.
  4. Change the Inv. #.
  5. Click Save

If you're unable to change the invoice number, it means that the Custom transaction numbers function wasn't enabled. You'll need to access your account on a browser and turn on the function.

  1. Log in to your account on a browser.
  2. Click the Gear icon in the upper-right corner and select Account and Settings.
  3. Click the Sales tab and go to the Sales form content.
  4. Mark the Custom transaction numbers box.
  5. Click Save and Done.

After that, you should be able to change the invoice numbers when accessing your account on the iPhone.

 

Let me know if you need more assistance with this.

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