Is there a way to reset the invoice auto-number sequence? I'd like to use a year prefix, I'd like QB to start at 210001 and count up.

cwerner2 · ‎December 06, 2020

In the past, I simply changed the number for the 1st invoice, and QB counted up from there. That doesn't seem to work anymore. QuickBooks 4.2.1 (MacOS) Thank you!

Jovychris_A · ‎December 06, 2020

Thanks for dropping by, @cwerner2.

Yes, you're correct, changing the invoice number will increase the number by 1 incrementally and this will work instantly in most cases.

In this case, I'd recommend clearing your cache and cookies to clean those old internet files that have changed this outcome. For the browser you're using, you can check the detailed steps through this article: Clear cache and cookies to fix issues when using QuickBooks Online.

If you're currently using the QuickBooks Online Desktop App, you can clear its cache by going to Help on the top menu and then choose Reset App Data. Then you can close and re-open your QuickBooks App for Mac.

Once done, open a new window from the top menu. Let me show you how:

Go to Window at the top.
Select Menu Items Open New Windows.
Add a check on the box next to Menu Items Open New Windows.

Please let me know how it goes so I can assist you as fast as I can. I'm here to help anytime. Stay safe and have a great Sunday!

View solution in original post

Jovychris_A · ‎December 06, 2020

Thanks for dropping by, @cwerner2.

Yes, you're correct, changing the invoice number will increase the number by 1 incrementally and this will work instantly in most cases.

In this case, I'd recommend clearing your cache and cookies to clean those old internet files that have changed this outcome. For the browser you're using, you can check the detailed steps through this article: Clear cache and cookies to fix issues when using QuickBooks Online.

If you're currently using the QuickBooks Online Desktop App, you can clear its cache by going to Help on the top menu and then choose Reset App Data. Then you can close and re-open your QuickBooks App for Mac.

Once done, open a new window from the top menu. Let me show you how:

Go to Window at the top.
Select Menu Items Open New Windows.
Add a check on the box next to Menu Items Open New Windows.

Please let me know how it goes so I can assist you as fast as I can. I'm here to help anytime. Stay safe and have a great Sunday!

cwerner2 · ‎December 06, 2020

Thank you! That worked perfectly (using the desktop app).

Jovychris_A · ‎December 06, 2020

That's great, @cwerner2!

You're always welcome. You can now continue with your task and deliver awesome services.

If you have other questions in mind, feel free to visit and drop a post to the Community anytime. I'm here and other members are willing to help. Take care always, cwerner2.

Kolga · ‎January 09, 2023

Can you add text as a prefix to the sequence? For example, I'd like my Purchase Order to have a "P" as a prefix such as "P0001"

Candice C · ‎January 09, 2023

Good evening, @Kolga.

Thanks for coming in on this thread. I'd be more than happy to answer your question about adding a text as a prefix to the sequence on a purchase order.

In your QuickBooks Online account, you can add a prefix as you meant and describe on your purchase order. Here's how:

Go to the +New button in the top left-hand corner.
Press the Purchase Order option under the "Vendors" section.
In the PO no. box, enter the prefix and numbers you'd like to start with.
Once you're done with the entire PO, hit Save and Close.

It's that easy! For further reference, review this guide below:

Create and send purchase orders in QuickBooks Online

This should do the trick. If you have any other questions, don't hesitate to ask. Have a wonderful day!

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Is there a way to reset the invoice auto-number sequence? I'd like to use a year prefix, I'd like QB to start at 210001 and count up.