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Bibi Beverages
February 3, 2022
Question

Automatica invoice number error

  • February 3, 2022
  • 1 reply
  • 0 views

Hi,

 

Using QBO. The automatically generated invoice numbers started changing recently. Before the format was 101400, 101401, 101402 etc. Now it is adding an "inv" before the number and using previously used numbers afterwards so inv 101400 even though I already have a 101400 invoice.

 

How can I reset this?

1 reply

K
Kurt_MQuickBooks Team
QuickBooks Team
February 4, 2022

Hello there, @Bibi Beverages.

 

 

I'll help you fix this so you'll be able to change your invoice numbers. To begin, these are the steps:

 

  1. On the left navigational bar, choose select the Sales tab.
  2. Scroll down to the Sales form content section.
  3. Put a checkmark on the Custom Transaction Numbers tick box.
  4. Click the Save button and then click Done.

 

Once done, you can open an invoice to correct the number and then hit Save. After you changed the invoice number, the system will follow the format on your next next.

 

 

You might want to give this article a visit, this contains an instructional video about setting your own numbering preference in your invoice.

 

 

I'll be adding these articles to help you manage your invoices in the future.

 

Assisting you is my joy. If you have any additional QuickBooks concern just hit the REPLY button. I'll be waiting for your response. Enjoy your weekends!

B
Bibi BeveragesAuthor
February 4, 2022

I don't see a Sales Form Content section under my Sales tab. I think I can access it under the gear icon  it checked under Gear icon > Custom Form Styles and I already have Custom Transaction Numbers clicked and have already manually updated the invoice number and saved that invoice. But when I create a new invoice it defaults back to the "inv 101400 (old invoice number)."

R
ReymondOModerator
Moderator
February 4, 2022

Hi there, @Bibi Beverages.

 

Once you apply changes to your invoice number, the system will automatically follow your next format. 

 

Since you're still getting same result, I'd recommend performing some basic troubleshooting steps. 

 

The error may appear when there's an issue with the browser. This is the reason why the invoice numbers reverts back even after changing.

The best thing that we can do is to perform some basic troubleshooting steps. This way, you can get back to your business. First, use a private browser to access your account in QuickBooks. It is also known as InPrivate in Internet Explorer and Incognito mode in Google Chrome. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If you're able to successfully edit the invoice number, go back to your regular browser and clear its cache. If the issue persists, use another supported browser. It could be a temporary issue with QuickBooks and the current browser that you use.

 

Additionally, there are several financial reports you can run to track your sales income in QuickBooks. They will show you helpful insights on the things you buy and sell, and the status of your inventory. 

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.

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