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Level 3

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

Best Answers
Highlighted
Level 3

Duplicate Invoice numbers

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

View solution in original post

Highlighted
ProAdvisor

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.

 

View solution in original post

Highlighted
QuickBooks Team

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.

View solution in original post

14 Comments
Highlighted
Level 3

Duplicate Invoice numbers

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

View solution in original post

Highlighted
ProAdvisor

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.

 

View solution in original post

Highlighted
Level 3

Duplicate Invoice numbers

Thank you.

Highlighted
Level 1

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

Highlighted
Anonymous
Not applicable

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!

Highlighted
Level 1

Duplicate Invoice numbers

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

 

 

Highlighted
Level 1

Duplicate Invoice numbers

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

Highlighted
QuickBooks Team

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.

View solution in original post

Highlighted
Level 1

Duplicate Invoice numbers

Even with "Custom transaction numbers" not enabled QB online still duplicates invoice numbers for many of our clients.  We have called tech support and they have no idea how to fix.  Does anyone have an answer?

Highlighted
QuickBooks Team

Duplicate Invoice numbers

Hi there, chonkyfire3000.

 

In QuickBooks Online, the system will automatically set the invoice number when the Custom Transaction Numbers option is turned off in the settings.

 

Seeing that you still have duplicate invoice numbers, we recommend contacting our Customer Care Team again. We will investigate the issue with our engineers.

 

Here’s how you can reach out to us:

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Select Start messaging or Get a callback.

For other questions or concerns, please don't hesitate to reach out to us here. Thanks.

Highlighted
Level 2

Duplicate Invoice numbers

Is this feature with Quickbooks Self-employed as well? Thanks 

Highlighted
Level 1

Duplicate Invoice numbers

We have recently discovered that a number of our invoices have also been given duplicate invoice numbers. We are using Quickbooks Online and the Custom Transaction Numbers option is turned off and has been for over a year now.

 

Has there been a recent change in the backend that could be contributing to this problem?

Highlighted
Level 1

Duplicate Invoice numbers

The issue seems to have started about 3-4 months ago

Highlighted
Moderator

Duplicate Invoice numbers

Welcome aboard to the Community, @benthepi, @accretive.

 

Right now, the ability to add a custom transaction number is only available in QuickBooks Online. For the Self-Employed version, please know that the digits automatically increment by 1 when creating the next invoice.

 

I've also checked here, and we haven't received any reported cases about getting duplicate numbers. I tried replicating on my test account, and everything seems fine on my end.

 

Considering it started happening for about 3 - 4 months already, I have to check the data on your account. Since I'm  unable to review it without asking for sensitive information, I suggest reaching out to our QBO Customer Care Team.

 

One of them will need to take over the problem and perform an escalation whenever needed to get you back on track. Here's how you can reach them:

 

  1. In your company, go the Help icon to choose Contact Us.
  2. Type the issue/topic under the What can we help you with section and then hit the Let’s talk button.
  3. Scroll down to select the Get a callback option and then enter your contact information.

You can reach them within this time: Monday to Friday from 6:00 AM – 6:00 PM and Saturday 6:00 AM - 2:30 PM PST.

 

For future reference, you can visit the How to change the invoice number on sales forms article. It also provides information about assigning numbers to your sales forms automatically.

 

Reach out to me whenever you have additional questions or concerns. Please know the Community has your back, and I'm here ready to help you. Have a good one.

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