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qbo17
Level 1

How can I automate my invoice numbers to be YYYYMMDD-### (e.g., 20220811-001)?

 
1 Comment 1
CharleneMaeF
QuickBooks Team

How can I automate my invoice numbers to be YYYYMMDD-### (e.g., 20220811-001)?

Let's add your numbering preference in the invoice, qbo17.

 

Beforehand, let's make sure the custom invoice numbering feature is on. Here's how:

 

  1. Go to the Gear icon and then select Account and settings.
  2. Select Sales.
  3. In Sales form content, select Edit ✎.
  4. Turn Custom transaction numbers on.
  5. Click Save, then Done.

 

Once done, we can now enter your preferred format. Please note that QuickBooks will follow the sequence you set up. I'll show you how:

 

  1. Go to Get paid & pay and select Invoices.
  2. Select the Create invoice button.
  3. In the Invoice no. field, enter the YYYYMMDD-### format. The sequence applies to all sales forms.
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  4. Once done, click Save and close.

 

For more details, please see this article: Add Custom Transaction Numbers to Sales Forms.

 

I've also included these resources that'll help you personalize and email your invoices in QuickBooks Online:

 

 

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

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