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O
oscortega
October 27, 2018
Solved

Duplicate Invoice numbers

  • October 27, 2018
  • 4 replies
  • 14 views

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

Best answer by oscortega

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

4 replies

O
oscortegaAuthorAnswer
October 27, 2018

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

B
benthepi
January 31, 2020

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

vpcontroller
vpcontroller
Level 7
October 27, 2018

 

@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.

 

    O
    oscortegaAuthor
    October 27, 2018

    Thank you.

    M
    MitziS
    November 1, 2018

    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

    T
    Tina_hgjones
    April 17, 2019

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

     

     

    T
    Tina_hgjones
    April 17, 2019

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

      IamjuViel
      IamjuViel
      Level 8
      April 17, 2019

      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, @196027.

       

       

      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.

        AlcaeusF
        AlcaeusF
        Level 14
        January 31, 2020

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


        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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