May I ask a question here? We want the Acknowledgement, Packing list and Invoice to all have the same number for an order. Can we do this without manually changing the number in each step?
We are using QB's desktop Premier, 2019 retail edition. Thank you!!
Thanks for the great suggestion, @srmoon.
I’d like to share an information about managing the different sales forms in QuickBooks Desktop Premier.
Currently, the invoice feature, acknowledgement and packing list has their own numbering schemes. You may set up all your sales forms in QuickBooks Desktop to have the same Starting Number. However, there is no guarantee that these forms stay “in sync” because they are different types of transactions. What you can do for now is to change manually the number on each form so it will be the same.
For a detailed information about customizing your sales forms in QuickBooks Desktop, you may check out these articles:
On the other hand, I can see how this feature be a convenient way to track your sales forms in a sequential manner. I’d be glad to forward these suggestions to our Product Engineers for consideration in future updates.
QuickBooks is always looking for ways to improve our User Interface and features, you can also submit any suggestions, feedback and requests for product improvements. Here’s how:
Stay in touch with us here in the Community if you have other questions about customizing your invoice and packing list number. I’m always here to help.
Re: automatic invoice numbering in QB 2019 - Thank for your response.
I have another question for you. We use quotes, not estimates. In the estimate file, I have successfully changed the template to say Quote on the subject line and in the body of the text. However when the PDF attaches to the email, it says the PDF is an Estimate. What do I need to change so it will always say Quote rather than Estimate?
I'm using QB's Desktop Premier, 2019 Retail edition.
Thanks for getting back to us, srmoon.
I'm here to provide you with some information about changing the PDF's name when emailing an Estimate via QuickBooks Desktop.
Right now, there isn't a way to change the Estimate's name when attaching them as PDF into the email. Even if you change the template name as Quote, it will still show as Estimate when printing since the Estimate is the general and default name for the original template.
I can definitely see how this feature would be useful. I'll be sure to submit feedback on your behalf.
You may find this article helpful: https://quickbooks.intuit.com/community/Income-and-expenses/Create-an-estimate/td-p/203673.
For additional assistance, feel free to reach out to our Customer Care Team. To reach us, please follow these steps:
Keep me posted if you have questions about quotes or estimates in QuickBooks Desktop.