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klickel
Level 1

Can't turn off custom transaction numbers

The new invoice implementation has caused a major issue for my business.  I gave feedback on this issue several times but nothing was done to fix it.   The key source of the problem is you can't turn off custom invoice numbers.  There is a button to turn this off but everytime a new invoice is generated it turns back on.   
I use Clio for my Law Firm which interrfaces to QB.   With this new invoice, every time a Clio invoice number downloads it resets the invoice number assignment in QB.  In other words, QB assigns the next invoice number created following the Clio invoice number sequence.    This results in duplicate Clio Invoice Numbers and prevents future downloads from Clio due to an error detection.  I now have to manually assign invoice numbers to QB invoices as a work around.    I need this fixed ASAP.  Who can I call to get it fixed?
7 Comments 7
AnneMariee
QuickBooks Team

Can't turn off custom transaction numbers

Hello there, klickel.

 

I understand that adjusting to changes in the invoicing experience can be challenging. 

I know how helpful it was to have the ability to turn custom transaction numbers off for your business. I would also feel less amused if a useful feature in the old invoice layout isn't available in the new one.

 

Additionally, I see that you've already sent feedback multiple times about this matter. I still recommend sending feedback again. Rest assured, our product development team is taking note of all the ideas and is reviewing them for possible consideration. The more requests they receive, the more chances it'll be prioritized. 

 

Here's how to submit feedback:

  1. Click the Gear icon.
  2. Select Feedback under the Profile column.
  3. Enter your product suggestions.
  4. Click Next to submit.

 

For more info on the new estimate and invoice layout, check out this article: See what's new with estimates and invoices in QuickBooks Online.

 

For future use, feel free to browse this article to learn more about logging payments in QuickBooks: Record invoice payments in QuickBooks Online.

 

Please leave a reply below if you have any other concerns about the available features in the new invoicing experience. I'll be around to assist you.

BigRedConsulting
Community Champion

Can't turn off custom transaction numbers

@klickel  RE: I gave feedback on this issue several times but nothing was done to fix it. The key source of the problem is you can't turn off custom invoice numbers. There is a button to turn this off but everytime a new invoice is generated it turns back on. 

 

The New invoices appear to be buggier than a termite mound.

 

But, you know, they're better than before! Soon you'll just love them, I've been told by Intuit employees.

Anonymous32
Level 2

Can't turn off custom transaction numbers

Is this issue being worked on? It's very time-consuming to number invoices and make sure there are no duplicates. This needs to be addressed asap. 

 

Jelayca V
QuickBooks Team

Can't turn off custom transaction numbers

I understand that resolving this issue is of utmost importance to you, @Anonymous32. This isn't the experience we would like you to have and want you to know that we take your concerns seriously. 

 

After conducting a thorough review, we have identified that the issue is related to investigation number INV-97820. Please be assured that our engineering team is actively working to resolve this issue, and we anticipate providing you with an update soon.

 

We recommend reaching out to our QuickBooks Online Support team and requesting to be added to the list of affected users. This will ensure that you receive timely updates on the issue via email. To contact our support team, please follow these steps:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help icon.
  3. Click the Search tab and select Contact Us.
  4. Provide a summary of your concern and click Continue.
  5. You can choose either to chat with us or have us call you.

 

For future use, feel free to browse this article to learn more about logging payments in QuickBooks: Record invoice payments in QuickBooks Online.

 

Please leave a reply below if you have any other concerns about the available features in the new invoicing experience. I'll be around to assist you.

ChrisHardie
Level 2

Can't turn off custom transaction numbers

Starting today we can't turn off custom transaction numbers either. Appears to save and then resets every time we even open the invoice screen to view, edit or create an invoice, the account-wide setting is mysteriously reset.

 

Tried chatting with support, did a screen share to show this, and have not been able to get a clear answer about what's happening (is it a bug and you're working on it? Is it a change in feature support? something else?). All I can get is "Here's the thing, if you already turn on your sales setting before. Please know that you're not be able to turn it off due to the new layout updated." I don't know what that means.

AdonL
QuickBooks Team

Can't turn off custom transaction numbers

Hello there, Chris. I'll add details about turning off transaction numbers on invoices.

 

As I have checked, there are no current reports about this issue. Sometimes, browsers can become overloaded with frequently accessed page resources such as cache and cookies, leading to unexpected behavior. It could be the reason why you're unable to turn off the transaction numbers on invoices.

 

To verify, let's open your QuickBooks Online(QBO) account in a private or incognito window to rule out the possibility of a webpage issue. You can use these keyboard shortcuts to save time:

 

  • Google Chrome: Ctrl Shift + N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P
  • Edge: Ctrl Shift + N

 

If everything looks good when using an incognito browser, clear your regular browser's cache. Otherwise, switch to different supported browsers to help narrow down the cause of this behavior.

 

If the issue continues, I recommend contacting QuickBooks Online Support once more. It's worth noting that they have access to specialized tools and resources that could aid in resolving your concern.

 

Additionally, you can run various customer reports to monitor your sales and ensure they're accurate. Then, personalize them to focus on specific accounts.

 

Feel free to comment below for further concerns about managing your sales form content. Keep safe, and have a wonderful day.

ChrisHardie
Level 2

Can't turn off custom transaction numbers

The support chat representative was finally able to confirm that this was a bug in Quickbooks and that it was being fixed. 

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