Solved

Duplicate Invoice numbers

Forum|Forum|7 years ago
October 27, 2018
4 replies
15 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

QuickBooks Online

Best answer by oscortega

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

O

oscortegaAuthorAnswer

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

B

benthepi

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

vpcontroller

Level 7

@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

Thank you.

M

MitziS

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

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

T

Tina_hgjones

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

IamjuViel

Level 8

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.

JessT

Moderator

is there a way QBO warns me from creating a duplicate bill no. for all vendors, not just the matching vendor?

Hi tmushang!

Welcome to the Community! Thank you for asking about a warning for a duplicate bill number. I'll be happy to share information about this.

The only warning of QuickBooks is for duplicate bill numbers from the same vendor. There is no warning that a certain number exists on other vendors’ bills because eventually, one vendor may provide one that has already been used by others.

On the other hand, I know you have your reasons, so the best thing we can do is to run the Transaction list by vendor report and filter the bill transactions. The export the report to Excel and sort the transactions by NUM to easily find the duplicates.

I'm just around if you need assistance with your bills. Take good care always!

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