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DBSync
Level 1

Custom Transaction Number ON/OFF in Quickbooks Online

Hi,

 

Does "Custom Transaction Number" in QBOE settings will automatically turn ON/OFF?  Or it is manual work to proceed?  

Please let me know your updates on my request.

1 Comment 1
Candice C
QuickBooks Team

Custom Transaction Number ON/OFF in Quickbooks Online

Hello, @DBSync

 

Congrats on making your first post here in the Community. The "Custom Transaction Number" setting does not automatically turn on and off. If you'd like the setting turned on, you'll need to manually change it. Here's how: 

 

  1. Go to the Gear icon. 
  2. Pick Account and Settings under the "Your Company" column. 
  3. Choose the Sales tab. 
  4. Press the Edit (Pencil) icon on the Sales form content section. 
  5. Check the box beside Custom transaction numbers to turn the feature/setting on. 

 

It's a piece of cake. Learn more about creating, adding, and editing custom fields in QuickBooks Online by using this link. 

 

If you have any other questions or concerns, don't hesitate to ask. Have a great day!

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