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dan_air1
Level 1

Can I reset my invoice numbers?

 
4 Comments 4
SarahannC
Moderator

Can I reset my invoice numbers?

Hello there, dan_air1.

 

Resetting invoice numbers in QuickBooks Online is unavailable. Instead of doing it, you can turn on the Custom transaction numbers feature to change the number of previous invoices. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. In the Sales tab, enable the Custom transaction numbers feature under the Sales form content section.
  4. Click Save. Then, Done.

 

Once done, we'll see an Invoice no. field where you can enter your own numbering preferences. We can also open the past invoices and modify the number.

 

I'd like to include some articles that will guide you through customizing, attaching files, and emailing sales forms in QBO:

 

 

Let me know if you have other questions. Take care and stay safe always.

TheresaG
Level 1

Can I reset my invoice numbers?

Hi there, Can you help me with doing this same thing on Quickbooks Pro 2019 Desktop. My automatic invoice number changed? I didn't think I changed anything but after I added my monthly memorized transactions, the invoice number started off from a different number and format. I don't have the option of going to Sales. Thanks for any help. 

CharleneMae_F
QuickBooks Team

Can I reset my invoice numbers?

I'll show you the way to change the sequence of your invoice number, TheresaG.

 

QuickBooks Desktop will automatically follow the numbering once you've created an invoice. To fix the sequence, we have to enter your desired number for the transaction.

 

Here's how: 

 

  1. Go to the Customers menu.
  2. Select the Create Invoices tab.
  3. Choose the name of the customer.
  4. Add the other necessary details.
  5. Enter the amount.
  6. Under the Invoice # field, enter the correct number.
  7. After that, click on Save and Close to complete the process. 

 

Once you create a new invoice, it'll follow the number sequence you've set up. 

 

Additionally, I've included these that'll help you manage your sales transactions and  personalize the invoices you send to your customers:

 

 

I'm only a few clicks away if you need assistance managing your invoice number in QuickBooks. It's always my pleasure to help you out again.

TheresaG
Level 1

Can I reset my invoice numbers?

Perfect! Thank you for your help! 

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