How do I automate number sequencing in journal entries? I have put in a starting number a few times when I made an entry, but the next journal entry window is again blank in the entry number box.

You must enter a number and save a transaction using the entered number. The next number in the sequence will appear the next time you make a GJE transaction. If a transaction is not saved - neither is the GJE number.

In addition to chipoffblock's advice, this is the perfect time to purge any redundancies - like delete accounts and items you don't need and clean up your vendor, customer and other names lists. Once any account, item, or list name is used in a transaction, it can no longer be deleted - only made inactive. 

In addition to chipoffblock's advice, this is the perfect time to purge any redundancies - like delete accounts and items you don't need and clean up your vendor, customer and other names lists. Once any account, item, or list name is used in a transaction, it can no longer be deleted - only made inactive. 

I don't see this option in QB online.  Am I unable to turn this feature off and not assign journal entry numbers?  Am I just looking in the wrong spot?  

In QB online, am I able to turn off this auto numbering feature for journal entries?  Everything that has been posted tells me to go to Preferences under the Company tab and there should be a box that I uncheck, but I don't see that in my version.

I have automatic JE numbers on - but, if I change the automatic number entered to a custom ID then the next time I go to enter a JE, the reference is the same as the custom ID I entered for the last one. It will stay there until it is changed.

Is there a way to switch back to the sequential number after entering a JE with a custom ID?

Hi FeeGarro,

Having automatic numbers on your journal entries for tracking purposes is a great feature.  In QuickBooks Online you can make your selection to activate or deactivate the automatic numbering system, from your company settings.  Based on the information you've provided, stating that the same reference and ID number is appearing on new transactions from the previous entry, this could be due to two things.  I'd be happy to go over both for you!

Let's ensure custom transaction numbers is turned on.  Here's how:

1.  From the Gear in the top right, select Account and Settings

2.  Choose Sales from the left menu

3.  Click on the Edit icon to the far right of the Sales Form Content

4.  Set the toggle next to Custom Transaction Numbers

Note:  Editing the transaction number on a transaction, will reset the beginning number.  

With regards to previous information appearing on new transactions, follow these steps:

1. From Account and Settings, select Advanced

2. Scroll down to Automation

3. Click the Edit icon to the far right of this section

4. Turn the toggle off, nest to Pre-fill forms with previously entered content

You're all set!

If you have any other questions, please reach back out.  We've got you!

Hi,

QuickBooks Desktop -  After the YE journal entries were posted, QB was auto numbering all other JE's with a YEADJ#. THese JE's were not YEADJ.  I had to create a bogus JE an manually enter the JE#, then numbering resumed correctly afterward. 

In this case, I DR and CR the same account $0.01, with a description of "resetting the JE#s". 

Auto numbers are correct now. 

Tammy