QuickBooks HelpQuickBooksHelpIntuit

Show transaction numbers on sales forms

by Intuit•3• Updated 1 month ago

You can have transaction numbers show on the sales forms you email and print for customers.

icon of an agentIf you need help with transactions, you can partner with QuickBooks Live Experts and feel more confident. Find out more about QuickBooks Live Bookkeeping.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

Here's how to show transaction numbers on sales forms:

  1. Go to Settings Settings gear icon., then select Custom Form Styles.
  2. Find the template you want to customize, then select Edit.
  3. Select the Content tab.
  4. Select the top section of the form preview.
  5. Under the Content tab, find and select Form numbers.
  6. (Optional) If you want to edit transaction numbers directly on sales forms, select Use custom transaction numbers.
  7. Select Done.

Now your transaction numbers display on sales forms you print or email to your customers.

QuickBooks Online AdvancedQuickBooks Online App for AndroidQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start