cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Senior Explorer *

Duplicate Invoice numbers

How can I turn on the duplicate invoice notification feature in QuickBooks online.  I've been made to understand that QuickBooks offers such a feature, but I cannot find where to enable.  I read that it is in the "Advanced Settings" area.

 

Thanks

Solved
Best answer 04-17-2019

Accepted Solutions
Senior Explorer *

Re: Duplicate Invoice numbers

Please disregard.  I've located the setting with further digging. :)

ProAdvisor

Re: Duplicate Invoice numbers

 

@oscortega

Currently, there isn't an option in place to warn if duplicate customer invoice number is used with the popup message window in QBO at this time. They have warning notice for Vendor Bill (from the Advanced tab), but not for Customer Invoice.

Usually, if you turn-off "Custom transaction numbers" from the Sales settings, you should not see duplicate customer invoice numbers.

 

QuickBooks Team

Re: Duplicate Invoice numbers

Thank you for joining in this thread, @Tina_hgjones.

 

I can share additional insights in making sure you'll not get duplicate invoice numbers in QuickBooks.

 

Currently, the ability to receive a reminder or prompt if there are duplicates in your invoice number while creating it is not yet available. This option is only available with creating bills and checks. 

 

 

On the other hand, if you have not enable the Custom Transaction Numbers option, the system will automatically assigned invoice numbers. This is true whether you create invoices using the same template or different one's.

 

To verify your account's settings, kindly follow the steps provided by my colleague, @Anonymous.

 

q11.png

 

Always feel free to visit us here in the Community if you have other questions about creating invoices using different templates in QuickBooks Online. I' m always here to help.

8 Comments
Senior Explorer *

Re: Duplicate Invoice numbers

Please disregard.  I've located the setting with further digging. :)

ProAdvisor

Re: Duplicate Invoice numbers

 

@oscortega

Currently, there isn't an option in place to warn if duplicate customer invoice number is used with the popup message window in QBO at this time. They have warning notice for Vendor Bill (from the Advanced tab), but not for Customer Invoice.

Usually, if you turn-off "Custom transaction numbers" from the Sales settings, you should not see duplicate customer invoice numbers.

 

Senior Explorer *

Re: Duplicate Invoice numbers

Thank you.

Not applicable

Re: Duplicate Invoice numbers

Okay, glad the other person figured it out, but I have not, where do I find the" Customer Transaction number" to turn that off. I really need to figure out how to stop the duplicate invoice numbers.

 

Thanks

Anonymous
Not applicable

Re: Duplicate Invoice numbers

Hi there, MitziS,

 

I can provide you some information about this question.

 

You can find the Customer Transaction Number preference in the Accounts and Settings section in QBO. Let me guide you how to get there:

  1. Click the QuickBooks Gear icon.
  2. Select Account and Settings.
  3. Click the Sales tab.
  4. Click the Sales form content section.
  5. Uncheck the Custom transaction numbers box.
  6. Click Save, then Done.

That should do it, MitziS. Please keep me posted if you have any questions with QuickBooks. All the best!

Not applicable

Re: Duplicate Invoice numbers

Can  you tell me how and where you found to PREVENT duplicate invoice numbers from happening   

 

 

Not applicable

Re: Duplicate Invoice numbers

How do I prevent duplicate invoice numbers from occurring ??    I use different templates 

QuickBooks Team

Re: Duplicate Invoice numbers

Thank you for joining in this thread, @Tina_hgjones.

 

I can share additional insights in making sure you'll not get duplicate invoice numbers in QuickBooks.

 

Currently, the ability to receive a reminder or prompt if there are duplicates in your invoice number while creating it is not yet available. This option is only available with creating bills and checks. 

 

 

On the other hand, if you have not enable the Custom Transaction Numbers option, the system will automatically assigned invoice numbers. This is true whether you create invoices using the same template or different one's.

 

To verify your account's settings, kindly follow the steps provided by my colleague, @Anonymous.

 

q11.png

 

Always feel free to visit us here in the Community if you have other questions about creating invoices using different templates in QuickBooks Online. I' m always here to help.

Need to get in touch?

Contact us