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Hi r-sorrell
When you have the custom transaction numbers activated you are able to enter your own sequence as you have discovered. Once you have saved the first sales transaction the next transaction will automatically be the next number in the sequence you entered. If you de-activate the custom transaction numbers and create the next sales transaction it will then automatically populate the number in the sequence you entered.
Ah great. It seems to be working just fine now.
It's good that you already have an idea on how to use the Custom transaction numbers feature, r-sorrell.
After setting a number to start with your invoice, QuickBooks Online follows the number sequence when creating new ones. For example, you enter invoice number 10011. The next invoice numbers will 10012, 10013, and so on. You will only enter the invoice numbers manually if you want to change the sequence.
If you want the number sequence to stay as it is, you can turn of the Custom transaction numbers feature. You can follow the same steps when you turn it on or refer to the article I mentioned earlier.
Feel free to drop by again if you want to clarify something.
Hey,
Glad to hear from you again, r-sorrell.
Given that the Custom transaction numbers feature is already turned on, you'll need enter the number manually and save it to start the number sequence. For example, I'll create an invoice with the number sequence that I want:
The next time I'll create an invoice, it'll show 5042, 5043, and so on. The key to this is to save the invoice to start a new sequence.
You got me if you have additional questions.
Hey,
I feel like I have done this....
I created the invoice numbers to go from 100001. I did it manually for 100002 as well and then saved and closed, then turned it off in settings again. When I created a new invoice it was 1003...
Hi r-sorrell
When you have the custom transaction numbers activated you are able to enter your own sequence as you have discovered. Once you have saved the first sales transaction the next transaction will automatically be the next number in the sequence you entered. If you de-activate the custom transaction numbers and create the next sales transaction it will then automatically populate the number in the sequence you entered.
Ah great. It seems to be working just fine now.
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