cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
accounts-pmdocks
Level 1

Can you please show me how to set up automated invoice numbers?

 
1 Comment 1
Mich_S
QuickBooks Team

Can you please show me how to set up automated invoice numbers?

Absolutely, @accounts-pmdocks. I'd be glad to walk you through how to set up automated invoice numbers in QuickBooks Online.

 

When creating invoices, QBO automatically generates a default number sequence. You can enable the Customer transaction numbers from your Settings to set up automated digits that'll allow you to enter customised numbers. After that, the following figures will be based on the previous transaction.

 

Here's how you can do it:

 

  1. Click on the Gear icon and go to Account and settings
  2. Navigate to the Sales tab.      
  3. Under the Sales form content field, turn on Custom transaction numbers.
  4. Once done, click on Save, then Done.

 

This is where you can enter your desired sales form number.

 

Here's an article you can review to learn more about personalising your forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Finally, read this guide if you want to keep track of your customers' payments: How to record invoice payments in QuickBooks Online.

 

You can always reach out to us if you need extra help with invoices or QuickBooks in general. Have a great start of the week and take care!