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How do I customize my invoice numbers in the Quickbooks for Small Businesses app?
Let's enable your Custom transactions numbers feature and get your invoice numbers customized.
Let me show you how:
Once done, you can customize the invoice transaction numbers on the Invoice no. field when creating a new invoice transaction.
Also, here's a screenshot for your visual reference.
If you're using a mobile app, you'll need to log in to your QuickBooks Online account via a web browser, then follow the same steps discussed above.
Also, feel free to read this article to learn more about your QBO app:
Let me know if you have any other questions. I'll be a post away if you need a hand.
Currently, in my company, both types of transaction documents have to share the same numbering system. Can we have them each run their own numbering system?
Thanks & regards
Hello there, Choon Yean Oh.
If you've turned on the Customer transaction number option which my colleague @JonpriL provided above, the numbering system applies with both the Invoice and Sales Receipt transactions.
I'd make sure to pass a suggestion along to our product engineers with having a separate numbering system for these transactions. Customer suggestions are important to give you a better experience.
Feel free to visit us again if you have more concerns. Have a good day!