Add custom transaction numbers to sales forms in QuickBooks Online

Learn how to use the Custom transaction numbers feature to set your own numbering preferences. This feature is activated by default. If you don't want QuickBooks to automatically assign numbers to your sales forms, you can turn off this feature.

Prerequisites

To turn custom transaction numbers on or off.

Note: You can switch the Custom transaction numbers feature on and off to set your own numbering preferences.

1. Go to Settings and select Account and settings.
2. Select Sales, then select anywhere within the Sales form content section.
3. Turn Custom transaction numbers on or off.
4. Select Save, then select Done.

Change an invoice number

Follow this link to complete the steps in product

1. Select any invoice, then select View/Edit. Or, select Create invoice to create a new invoice.
2. In the Invoice no. field, enter the custom number or letter sequence you want to use.
3. Select Save or Save and close.

Related links

• Create invoices in QuickBooks Online