cancel
Showing results for 
Search instead for 
Did you mean: 
ginda
Level 1

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

 
11 Comments 11
Kristine Mae
Moderator

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

I'll help you set the invoice number, Ginda.

 

First, let's change the settings and turn on the Custom transaction numbers feature. This way, you can control the sequence. Here's how:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Go to the Sales tab.
  4. Click the Pencil icon in the Sales form content row.
  5. Tick the Custom transaction numbers box.
  6. Click Save, then Done

Once done, you can now manually add the invoice number. QuickBooks Online will remember the number and continue the sequence. 

 

If your customer pays the invoice, you can record the payment

 

Keep in touch with us if you have additional questions. 

mikeincairns
Level 1

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

This process does not work.  I have enabled custom invoice numbers, and created a series of invoices by typing in the invoice number manually.:

 

Screenshot 2020-12-20 211430.png

Next time I create an invoice the number is not correct:

 

Screenshot 2020-12-20 211915.png

katherinejoyceO
QuickBooks Team

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

Hi there, @mikeincairns

 

I can see you have duplicate posts for the same issue. Please check out the steps I shared in this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-see-this-article-on-cust...

 

Feel free to post your comment on the thread above link. I'd be here to help you with your next posts. Take care.  

kristanshamus
Level 1

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

I just went through this and the support rep at QBO could not figure it out, but my husband had an idea and it worked!

 

Here are the steps: 

1. Click "gear" icon in upper right corner

2. Click "Account Settings" in upper left column 

3. Click "Sales" in left column 

4. Click into "Sales form content" 

5. Turn off "Custom transaction numbers." 

6. Click "Save" 

7. Click "Done" 

 

At that point I logged out of QBO and logged back in.

 

I then repeated steps 1 - 4 and in step 5 I turned "on" ""Custom transaction numbers." Then I hit save and done. 

 

Then, I created a new invoice with my new desired invoice numbering system. I created 2021100, 2021 for the year and then 100 as a starting point. I have a "Test Client" set-up so that invoice was sent to my Test Client. 

 

Then I opened a new invoice and sure enough the invoice number was 2021102, voila, success! 

kristanshamus
Level 1

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

I just went through this and the support rep at QBO could not figure it out, but my husband had an idea and it worked!

 

Here are the steps: 

1. Click "gear" icon in upper right corner

2. Click "Account Settings" in upper left column 

3. Click "Sales" in left column 

4. Click into "Sales form content" 

5. Turn off "Custom transaction numbers." 

6. Click "Save" 

7. Click "Done" 

 

At that point I logged out of QBO and logged back in.

 

I then repeated steps 1 - 4 and in step 5 I turned "on" ""Custom transaction numbers." Then I hit save and done. 

 

Then, I created a new invoice with my new desired invoice numbering system. I created 2021100, 2021 for the year and then 100 as a starting point. I have a "Test Client" set-up so that invoice was sent to my Test Client. 

 

Then I opened a new invoice and sure enough the invoice number was 2021102, voila, success! 

michele49
Level 2

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

Thank you for posting your notes! I've been struggling with this same issue, and your steps helped me too! I finally found the editable Invoice no. field on the right side of the invoice (in edit mode), under the price. 

 

Much appreciated! 

 

 

SESSIONSHIGHLIFE
Level 2

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

Sad that the community has to create workarounds for what should be basic functionality that QB tech support should be able to figure out. SMH. 

Master Chief
Level 1

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

Yes, this should be a simple setting in Account and Settings. Many companies like to begin the new year with a new invoice sequence.

Master Chief
Level 1

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

Yes, this should be a simple setting in Account and Settings. Many companies like to begin the new year with a new invoice sequence.

macdonjo
Level 1

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

Anyone know how this works in 2021? Of course quickbooks has flipped around their UI and made all these instructions obsolete. 

TirzahC
Level 7

How do I change the starting invoice number in QuickBooks on line. I still want QuickBooks to assign numbers, just don't want them to begin at 1.

Thanks for checking in with us, macdonjo.

 

Turning on the Custom transaction numbers feature helps to change the number of previous invoices. 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.

 

The sequence you set here applies to all sales forms. If you'll want QuickBooks automatically assign numbers to your sales forms, just turn off this feature. On the other hand, the option to set a unique numbering of credit notes is unavailable. What we can do is to manually change the number sequence on the transactions. For additional reference, you can go through these articles: 

Get back to us here if you have other questions. I'm always here to help.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up