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Level 2

Editing Bill Payment Reference Number

I'm using QB Online and when I do a bill payment, cheque or expense, it shows "To Print" in the Reference Number field and will not allow me to change this.  How do I make this field editable?

Solved
Best answer 05-24-2019

Best Answers
Level 2

Re: Editing Bill Payment Reference Number

Thank you for your suggestions.  The issue has resolved itself so must have just been a glitch that resolved itself after a few days.

View solution in original post

6 Comments
QuickBooks Team

Re: Editing Bill Payment Reference Number

Hi Mia, by chance, can you please share a screenshot of what you mean? I'd love to understand more! Thanks,

Level 2

Re: Editing Bill Payment Reference Number

Here is a screenshot from the pay bills screen.  It has the same reference if I use the Cheque activity.  

Moderator

Re: Editing Bill Payment Reference Number

It could be that your Custom transaction number is turned off, Mia Cranes.

 

Let's turn this feature on so you can modify and use your own numbering preference.

 

Here's how:

  1. Go to the Gear icon, and select Account and Settings.
  2. Click Sales tab.
  3. Then click anywhere within the Sales form content.
  4. Check the box next to Custom transaction numbers.
  5. Click Save.
  6. Click Done.

You'll be able to customize the number to whatever you prefer after performing the steps.

 

If you need anything else, just drop a comment below. I'm always here to help.

Level 2

Re: Editing Bill Payment Reference Number

Thank you.  I checked this setting and it was already on.  I turned it off, saved settings, turned it on again and saved settings but I'm still having the same issue.

Moderator

Re: Editing Bill Payment Reference Number

Thanks for getting back to me, Mia Cranes.

 

I'd encourage you to give us a call. Our phone support team can further check your account and you can do a screen sharing.

 

Here's how:

  1. From your QuickBooks company file, select Help icon.
  2. Click Contact us.
  3. Enter a brief description of your issue, click Let's talk.
  4. You'll have the option how you can connect with us.

Let me know if you have additional concern, I'm just around ready to help.

Level 2

Re: Editing Bill Payment Reference Number

Thank you for your suggestions.  The issue has resolved itself so must have just been a glitch that resolved itself after a few days.

View solution in original post