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llowry
Level 1

How do you shut off automatic numbering for journal entries?

 
3 Comments 3
Trish_T
QuickBooks Team

How do you shut off automatic numbering for journal entries?

Hi llowry,

 

It's a pleasure to see you in Community.  Welcome!  QuickBooks Online provides options for automatically entering information on your forms.  You can edit your preferences in a few simple steps.  I'd be happy to show you how!

 

Follow these steps to turn custom transaction number off;

 

1. Open your Settings ⚙ and select Account and settings

2. Click on Sales

3. Select the Edit ✎ in the Sales form content section

4. Turn Custom transaction numbers off

5. Hit Save, then select Done.

 

If you have any other questions, feel free to reach back out.  We'd be glad to help!

 

llowry
Level 1

How do you shut off automatic numbering for journal entries?

Thanks Trish - I assumed that since that setting was in sales it was for invoices.  I still want to have the ability to set custom numbers for my invoices and sales receipts.  The journal entries that are getting incorrect numbers are ones are set up as recurring transactions - is there any other way but manually to control this numbering?

Alex M
QuickBooks Team

How do you shut off automatic numbering for journal entries?

Hi there llowry,

 

Invoices and sales receipts will have their number assigned based on the last one of their type created. The only way to edit them would be manually by clicking on the textbox with the number and writing the one you'd like to have instead of the one automatically populated.

 

If you have any other questions, feel free to reach out here.

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