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Memorized Transactions via Group for Invoices

I created 2 groups of memorized transactions that automatically generate invoices.  One group runs at the beginning of the month, the other runs at the end of the month.  I just realized that the invoices are not being generated with new/unique invoice numbers... sadly the invoice numbers are repeating.  How do I ensure new/unique invoices numbers are assigned when I run the memorized transactions that are in each group.

2 Comments
Moderator

Re: Memorized Transactions via Group for Invoices

Hello there, Amccormick.

 

Thank you for posting in the Community. I'd be happy to help share some information about setting up invoice number in your memorized template. 

 

QuickBooks automatically assign the invoice numbers in sequence depending on the number you entered in the INVOICE # field. To fix this, you'll need to enter the starting number on your next invoice so that QuickBooks will auto-populate the next number. 

 

Here's how: 

  1. From the Lists menu, select Memorized Transaction List.
  2. Double-click the transaction name.
  3. Enter the next number on the INVOICE # field.
  4. Click Save & Close

However, if you get the same result, it's possible that it's data damage on your company file. The following article contains the steps to help you resolve data problems: Resolve data damage on your company file.

 

For additional help, feel free to reach out to our phone support. They have the tools like screen sharing to guide with you with the complete process.

 

Here's how to reach them: 

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. At the top right, select your QuickBooks version.
  3. Select a topic.
  4. Click on the Get Phone Number button.

That should do it. Keep me posted how it goes. I'll be here to help you further.

Established Community Backer ***

Re: Memorized Transactions via Group for Invoices

The only time the numbers might duplicate is if you have two different AR accounts. If one Group is one AR and the other group is a different AR, this is Asset accounts, just like Banking would be allowed to use the same check # in two different Bank accounts, because that happens in reality.