How do I stop automatic numbering for QuickBooks Online?

Sherry Lynn · ‎January 17, 2022

I need to enter my own# for invoices. I am migrating from Sage into QB I did do the import all ready but now I have a few more invoices to enter. So I would like to be able to add my own invoice#. Could someone please point me the correct direction.

Thank you

Sherry

Trish_T · ‎January 17, 2022

Hi Sherry Lynn,

Thanks for reaching out to Community! QuickBooks Online is a dynamic program with the flexibility you need to accomplish your goals. One of the great features is having the option to set your preferences and save valuable time. I'll be happy to provide the information you need so you can continue your work with confidence! Here's how;

1. From the Gear ⚙ in the top right of your QuickBooks account, select Account and settings

2. Choose Sales from the left menu

3. Click on the Edit ✎ to the right of Sales form content

4. Turn on Custom transaction numbers

You'll now see the transaction number on your invoices. Once you enter a number, new invoices will follow the sequence, but you can manually enter your own in accordance to your entries.

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

View solution in original post

Trish_T · ‎January 17, 2022

Hi Sherry Lynn,

Thanks for reaching out to Community! QuickBooks Online is a dynamic program with the flexibility you need to accomplish your goals. One of the great features is having the option to set your preferences and save valuable time. I'll be happy to provide the information you need so you can continue your work with confidence! Here's how;

1. From the Gear ⚙ in the top right of your QuickBooks account, select Account and settings

2. Choose Sales from the left menu

3. Click on the Edit ✎ to the right of Sales form content

4. Turn on Custom transaction numbers

You'll now see the transaction number on your invoices. Once you enter a number, new invoices will follow the sequence, but you can manually enter your own in accordance to your entries.

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

Sherry Lynn · ‎January 18, 2022

Thank you after being on the phone with QB for 45min and then playing around on my own I figured this out. But thank you this at least validates what I did is correct.

I appreciate it.

Sherry

Trish_T · ‎January 18, 2022

Hi Sherry Lynn,

Thank you so much for reaching back out. It's great to hear that you were able to successfully reach your goal for adding your preferred numbers to invoices. If you don't mind sharing how this was accomplished, we'd greatly appreciate the additional advice for other QuickBooks users who'll also benefit from your success!

Enjoy the rest of your day and Thanks again!

Bzltyr · ‎January 04, 2023

The problem is that it does not work.

JamesM4 · ‎January 04, 2023

Hi Bzltyr. Thanks for chiming in on this thread. It's vital you get the support you need with this and I'll be glad to provide that. To get started, could elaborate more on where you're getting stuck?

Bzltyr · ‎January 04, 2023

I am not getting stuck. Turning on custom number does not work.

Why is a new Journal Entry already populated with a JE number?

Bzltyr · ‎January 04, 2023

Here is the new JE try.

My recurring JE's always have the last JE number plus 1. For instance PRJE-2022-12 when the previous JE was ZOHO-2022-12.

Bzltyr · ‎January 04, 2023

QBD has the ability to automatically have the last 2 digits entered as the CENTS. $100.12 - In QBO I have to enter the decimal or I get 10012.00.

That is just not trying very hard to make a good product.

A free desktop calculator can do that.

JamesM4 · ‎January 04, 2023

Thanks for elaborating. I'd like to make sure you get the support you need with this. In order to get to the bottom of this ASAP, I recommend contacting our phone support team so they can have visual reference of what you're seeing.

Here's how you can get in touch:

Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

One of our representatives will be happy to take a look at your account and help you get back on track ASAP. Feel free to ask other questions. I'm here to help.

BjornMan · ‎January 17, 2023

I'm having that exact same problem whenever I import paychecks from ADP (or any other payroll service).

Was there any resolution provided for this issue?

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How do I stop automatic numbering for QuickBooks Online?