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carolinesnow
Level 1

New Quote Number

How do I stop creating duplicate quote numbers? When I create a new quote it uses the previous quote number already assigned to a client.

Thank you

Solved
Best answer February 03, 2022

Best Answers
IntuitAika
Intuit

New Quote Number

Hi carolinesnow,

 

QuickBooks Online allows you to set your own numbering preference on your sales forms by enabling Custom transaction numbers. Once you use the same invoice or quote number, you will receive an error message. Let's try to do some troubleshooting to avoid duplication of your quote numbers by turning off and on Custom transaction numbers. Here's how:

 

  1. Go to Gear icon and select Account and Settings.
  2. On Sales tab, turn off Custom transaction numbers then click Save and Done
  3. Follow the same steps when turning on Custom transaction numbers again. 

Once done, try to create a quote and you can manually enter the quote number. The next quote you'll be creating will automatically assign the quote number in sequence. 

 

Also, I have added an article on how to find duplicate invoice, quote, or sales receipt numbers

 

Keep us posted if you have further questions. Have a nice day! 

 

View solution in original post

1 Comment 1
IntuitAika
Intuit

New Quote Number

Hi carolinesnow,

 

QuickBooks Online allows you to set your own numbering preference on your sales forms by enabling Custom transaction numbers. Once you use the same invoice or quote number, you will receive an error message. Let's try to do some troubleshooting to avoid duplication of your quote numbers by turning off and on Custom transaction numbers. Here's how:

 

  1. Go to Gear icon and select Account and Settings.
  2. On Sales tab, turn off Custom transaction numbers then click Save and Done
  3. Follow the same steps when turning on Custom transaction numbers again. 

Once done, try to create a quote and you can manually enter the quote number. The next quote you'll be creating will automatically assign the quote number in sequence. 

 

Also, I have added an article on how to find duplicate invoice, quote, or sales receipt numbers

 

Keep us posted if you have further questions. Have a nice day!