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pjtj2012-outlook
Level 1

I have tried to change the invoices sequential numbering, however when I create a new invoice it reverts to the original sequence. How do I fix this issue?

 
3 Comments 3
RogelioL
QuickBooks Team

I have tried to change the invoices sequential numbering, however when I create a new invoice it reverts to the original sequence. How do I fix this issue?

Let's navigate together so you can set your sequential number to your desired starting number.

 

To start the process, let's ensure to turn on your Custom Transaction Numbers in your Accounts and Settings. If you haven't already, please follow the steps below:

  1. Click the Gear icon, then select Accounts and Settings.
  2. Go to Sales.
  3. Find Custom Transaction Numbers and click its Pencil icon.
  4. Tick it to turn it on.
  5. Click Save, then Done.

 

After this, I recommend logging out and logging in again to your QuickBooks account. Once you've logged back in, create an Invoice and edit its number to match your preferences:

  1. Click the +New, then select Invoice.
  2. Make necessary changes and enter the desired number in the Invoice No.
  3. Click Save.

 

Once you've done this, the following invoice numbers will follow what you've set from your previous transaction.

 

Additionally, if you have any recurring transactions, please set them up with the correct numbering sequence.

 

If the issue persists, I suggest using a private browser. If everything works fine, clear your browser's cache so the system can start fresh.

 

Moreover, once you've received your customer invoice payments, please refer to this article to learn how to record it: Record invoice payments in QuickBooks Online.

 

I'm here to help if you have further concerns about invoice numbers. Keep safe.

karen3814
Level 1

I have tried to change the invoices sequential numbering, however when I create a new invoice it reverts to the original sequence. How do I fix this issue?

Does this work with Fergus software?

Whenever I change invoice numbers in fergus then they automatically change in QB, then I end up with duplicate invoice numbers if I invoice out of QB.

how can I stop this

 

IntuitAika
Intuit

I have tried to change the invoices sequential numbering, however when I create a new invoice it reverts to the original sequence. How do I fix this issue?

Hi karen3814,

 

Thanks for joining the thread! QuickBooks Online acts as a receiving party in this integration. This means that any changes or updates you make to invoices in Fergus will automatically sync to your QuickBooks Online account. This seamless integration is designed to save you time and ensure your financial records remain accurate and up-to-date. Furthermore, you may consider using a customise invoice number for invoices manually created in QuickBooks Online.

 

For more detailed information, you may check this article: Add custom transaction numbers to sales forms in QuickBooks Online.

 

Feel free to post again if you have any other questions. We're here to help you.