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Add custom transaction numbers to sales forms in QuickBooks Online

by Intuit110 Updated a day ago

Use the Custom transaction numbers option to set your own numbering preference. This adds an Invoice number field where you can enter any number or letter format you want.

If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

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

Prerequisites

To have the option to use your own invoice numbers, make sure Custom transaction numbers is on in your settings, then select Save and Done (Take me there).

Change an invoice number

  1. Go to Sales and select Invoices (Take me there).
  2. Select any invoice, then select Edit invoice. Or, select Create invoice to create a new invoice.
  3. In the Invoice no. field, enter the custom number or letter sequence you want to use..
  4. Select Save or Save and close.

Related links

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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