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finance124
Level 1

Journal numbering protocols in QBO

We have an external integration into QBO from our inventory management system (Unleashed). This posts inventory journals into our QBO file using it's own journal referencing protocols. An example might be a journal with a reference of "SS-00000500".

I'm interested in whether Quickbooks has any flexibility in journal referencing settings, so that all transactions created from within QBO have a set journal numbering protocol, rather than using the previous journal number 'plus 1'. 

The problem is that when the above journal is exported from Unleashed & posted into QBO, the very next transaction raised in QBO will have SS-00000501 pre-filled in the journal number - so when Unleashed wants to post it's own SS-00000501 journal, it can not do so because this journal number already exists in QBO. 

 

1 Comment 1
AileneA
QuickBooks Team

Journal numbering protocols in QBO

At this time, the option to set a journal reference number is unavailable, finance124. The numbering itself is a build-in in the journal entry. As a workaround, you can manually delete and enter your numbering system. 

 

I can see how beneficial it's to our customers and other users. We always welcome ideas from customers that can enhance our software. Rest assured that our Product Development Team is working diligently to have this include in the next product updates.  

  

Additionally, you may want to consider visiting our QuickBooks Blog. From there, you can see the future developments and the latest news about QuickBooks and what our Product Care Team is working on. 

 

For some "How do I" steps in QuickBooks Online, you can always visit our Help Articles page for reference. 

 

I've got your back if there's anything else I can help with. Take care, and stay safe!

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