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Buy nowHello,
For a few years I've had a single account and have used a single custom invoice number unique to that customer (we'll call it Customer1 - 0001, 0002, 0003, etc...).
I've gotten to the point where I'll be expanding the business and would like to continue custom invoicing numbers per customer. So Customer1 would continue on their Customer1 - 0049, 0050, etc while Customer2 would start at Customer2 - 0001, 0002, 0003, etc...
Is this possible to automate or do I need to adjust the invoice numbers manually per invoice?
QuickBooks only gives you one running invoice number sequence across all customers, so it won’t automatically reset or track numbers separately per client. If you want Customer1-0049 and Customer2-0001 you’ll have to manage that part manually, either by editing the invoice number as you create it or by keeping a simple tracker outside QBO. Some folks use custom fields to store their own numbering system per customer, but that won’t replace the main invoice number field for audit purposes. If you really want it automated, you’d need a third-party app or a custom integration layered on top of QBO. Otherwise, the manual adjustment is the only built-in option.
Hi, @FlawedHero. I’d like to jump in and confirm what TimotiSbr mentioned. Currently, QuickBooks Online (QBO) uses a single sequential numbering system for all invoices which increase continuously (e.g., 0001, 0002, 0003) regardless of which customer the invoice is created for. QBO doesn't have the functionality to automatically customize or separate invoice number sequences by individual clients.
If you want unique invoice numbers for Customer1 and Customer2 (e.g., Customer1 - 0049, Customer2 - 0001), you would need to manually adjust the invoice numbers each time you create or edit them.
As TimotiSbr mentioned, you can also use Custom Fields to create additional reference numbers specific to each customer. While this won’t replace the main invoice number field, it can help you organize and track customer-specific invoice numbers internally. Here's how to set it up:
You can also explore third-party apps or custom integrations that include this functionality in your sales forms through this link: QuickBooks App Store
Let us know in the comments section if you have further questions or need additional assistance. We'll gladly loop back to assist you.
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