Add custom transaction numbers to sales forms in QuickBooks Online

Use the Custom transaction numbers option to set your own numbering preference. This adds an Invoice number field where you can enter any number or letter format you want.

Prerequisites

To have the option to use your own invoice numbers, make sure Custom transaction numbers is on in your company settings.

1. Go to Settings and select Account and settings.
2. Select Sales, then select anywhere within the Sales form content section.
3. Turn Custom transaction numbers on or off.
4. Select Save.

Note: After you turn on the company setting and open an invoice, you must use the Modernised template to enable or disable the invoice number field under the Customisation dropdown within the Manage panel. Once you've completed this step, you can switch to any other design template, and the invoice number field will continue to display.

Change an invoice number

1. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
2. Select any invoice, then select Edit invoice. Or, select Create invoice to create a new invoice.
3. In the Invoice no. field, enter the custom number or letter sequence you want to use.
4. Select Save or Save and close.

Related links

• Create invoices in QuickBooks Online