QuickBooksHelpIntuit
How to show transaction numbers on sales forms
by Intuit•1• Updated 3 months ago
Make it easy for your customers to know how many transactions they've done with you. You can have those numbers show up on the sales forms you email and print to them.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view
Here's how to show transaction numbers on sales forms:
- Go to Settings .
- Under Your Company, select Custom Form Styles.
- Find the template you want to customize, then select Edit in the Action column.
- Select the Content tab.
- Select the top section of the form preview.
- Under the Content tab, check Form numbers.
- (Optional) If you want to edit transaction numbers directly on sales forms, check Use custom transaction numbers.
- Select Done.
Now you're able to show transaction numbers on sales forms you print for or email to customers.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Turn on online payments in QuickBooks Desktop for Macby QuickBooks•9•Updated almost 2 years ago
- Add a customer's phone number in the sales transaction in QuickBooks Online.by QuickBooks•78•Updated 3 weeks ago
- Add custom transaction numbers to sales forms in QuickBooks Onlineby QuickBooks•1270•Updated June 13, 2024
- Edit sales tax rate in QuickBooks Onlineby QuickBooks•420•Updated September 02, 2024