Rasa-LilaM
QuickBooks Team

Manage Customers and Income

Thanks for adding more information about your concern, kenneth-eaztglob.


I recognize the importance of having accurate information on transactions. This allows you to track gthem easily in QBO.

 

Let’s create a dummy invoice. Then, input the desired number for the correct sequence to show on your transactions.


QuickBooks automatically assigns the invoice number based on the last transaction. It increments by one each time you create a new entry. I’m adding screenshots for visual reference.cst trn.pngcst trn1.png

cst trn1.png
Aside from personalizing the transaction number, you can also tailor the look of your sales forms in QBO. To guide you in the future, check out this article for detailed instructions. It includes a video and answers to frequently asked questions about the feature: Customise invoices, estimates, and sales receipts in QuickBooks Online.


Feel free to visit us again if you have other QuickBooks concerns. Please know the Community has your back. I’m also here ready to assist further.