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NashvilleProMaintenance
Level 1

Invoice Number

Hi,

How do I customize my invoice numbers in the Quickbooks for Small Businesses app?

Thanks

3 Comments
JonpriL
Moderator

Invoice Number

Greetings @NashvilleProMaintenance!

 

Let's enable your Custom transactions numbers feature and get your invoice numbers customized.

 

Let me show you how:

  1. Go to the Gear icon of your desktop app.
  2. Under Your Company, select Accounts and Settings.
  3. On the Sales page, click Sales form content.
  4. Select the check box for Custom transactions numbers to turn it on.
  5. Click on Save and then Done.

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.

Choon Yean Oh
Level 1

Invoice Number

Hello!

 

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

Choon Yean

Joyce_P
QuickBooks Team

Invoice Number

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!

 

 

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