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dale-urbanstream
Level 2

I am having a real headache managing invoice numbers. Multiple apps create their own invoice ID's which then screws up my next invoice number in QBO...

 
5 REPLIES 5
QueenC
Moderator

I am having a real headache managing invoice numbers. Multiple apps create their own invoice ID's which then screws up my next invoice number in QBO...

Hi there, dale.

 

I can see how you would want to get this resolved and understand your frustration. No worries I'm here to share some information regarding invoice numbers in QuickBooks Online (QBO).

 

QBO is dependent upon what the app shares with us. Thus, adopting the same invoice number from the application. 

 

As a workaround, we can manually change the invoice. When doing this, we'll have to turn on Custom transaction numbers first.

 

Here's how:

 

  1. Go to the Gear icon in the top right of the page.
  2. Select Account and Settings and click on Sales.
  3. Tick the Custom transaction numbers box.
  4. Hit Save and Done to close the page.

 

When done, we're now ready manually change the invoice numbers:

 

  1. Go to Sales then select Invoices.
  2. Locate the invoice you want to modify and click on the Pencil icon to edit.
  3. Go to the Invoice no. field and change the invoice number.
  4. Click on Save.

 

Additionally, here's an article that'll help you upload, edit, or delete logos from your invoices, estimates, or sales receipts: Add, customise, or remove logos on sales forms in QuickBooks Online.

 

Keep your post coming if you've got additional questions about invoices in QuickBooks Online. I'll be right here to assist you further. Take care.

dale-urbanstream
Level 2

I am having a real headache managing invoice numbers. Multiple apps create their own invoice ID's which then screws up my next invoice number in QBO...

Already doing the workaround... but Service M8, Woocommerce update the system 5-6 times a day and Splynx does an update every morning... all have different numbering schemes.

 

I am sending out recurring customers now with Service M8 reference numbers as these generate throughout the month and send before I get the chance to change the numbers! Causing duplication and confused customers as there last invoice was INV-003279 and its just jumped to SMI-22 (Service M8 designation!) and now Service M8 has a duplicate record so stops syncing....!!!

dale-urbanstream
Level 2

I am having a real headache managing invoice numbers. Multiple apps create their own invoice ID's which then screws up my next invoice number in QBO...

Still no update on this...

 

I am coming to the conclusion that Quickbooks Online cannot handle integrations well at all as it completely screws up the invoice numbers.

 

And zero help from Quickbooks team other than a "workaround" that does not solve the problem.

 

Zoho which I moved from handled this much better, people were on hand to support and people bloody replied to messages!

sharebears
Level 1

I am having a real headache managing invoice numbers. Multiple apps create their own invoice ID's which then screws up my next invoice number in QBO...

Have they ever fixed this ? I am having the same issue . It’s a nightmare . 

VoltF
QuickBooks Team

I am having a real headache managing invoice numbers. Multiple apps create their own invoice ID's which then screws up my next invoice number in QBO...

I recognize the urgency of resolving this issue, Sharebears. Let's work together to address the problem of managing invoice numbers in QuickBooks Online (QBO).

 

want to assure you that I am here to assist you through this. Although there are no ongoing investigations regarding the issue you're facing, I'm confident that using private browsing mode can help isolate browser-related issues and provide a smoother experience while dealing with browser errors and unexpected behavior in QuickBooks.

 

Let's take a moment to go through the steps below to access private browsing mode:

 

  1. Open a supported browser like Google Chrome and Mozilla Firefox.
  2. These are the shortcuts to open a private browser.
  3. *Press Ctrl Shift keys on your keyboard (Google Chrome)
  4. *Press the Ctrl Shift keys on your keyboard (Firefox or Internet *Explorer)
  5. *Press Shift keys on your keyboard (Safari)
  6. Next, log in to the QuickBooks Online homepage.

 

Once you log in successfully without encountering any system errors, return to your regular browser, and clear its browser cache. Alternatively, you can also use other supported browsers.

 

However, if the issue persists after completing all basic troubleshooting steps, it is essential to contact the Customer Support Team for further assistance with the next workaround.

 

Additionally, you can refer to these articles to get additional insights and information on how to manage and accept customer payments for online invoices in QBO:

 

 

Please do share your thoughts on the problems you are facing with QBO, and I will be happy to get back to you. Looking forward to your response. Cheers!

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