Level 1

Receipt numbering

Can you create a formula for the receipt number in QB Online? I started to manually add the month then the receipt number and QB Online kept using that for new receipts (good) but when we hit a new month it does not change the month prefix, is there a way to achieve that?

Solved
QuickBooks Team

Sales & Customers

Hi PTCan,

 

QuickBooks Online is all about organizing and simplifying your books. The numbering system feature is ideal to keep track of your transactions and easily access them when necessary. I'll be happy to share more about this.

 

At the moment, the automatic numbering system is continuous for numbers and stagnant for letters.

 

If you'd benefit from additional options in managing the numbering system, feel free to submit feedback directly to our engineers. Your comments are crucial in driving innovation to offer the best QuickBooks experience we can.

 

I'll be here if you have any further questions. Enjoy your weekend!

Level 1

Sales & Customers

Thanks a million Patricia and I will submit a feedback soon. On the positive side, QB starts using the new prefix after I change it manually a few times so I can manage for now.

You have a wonderful weekend too!

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QuickBooks Team

Sales & Customers

You're welcome! Feel free to stop by any time if you have more questions.