Hi there,
I know how important it is to have a reliable numbering system so you can keep track of your transactions. QuickBooks Online will automatically apply a numerical system to your transactions, but you can also set up a custom numbering system. I'd be happy to explain how to do this.
Use the Custom transaction numbers feature to set your own numbering preference. This adds an Invoice no. field where you can enter any number or letter format you want.
- Select the Gear icon on the Toolbar, then Account and Settings (or Company Settings).
- Select Sales, then select anywhere within the Sales form content section.
- Check the box next to Custom transaction numbers.
- Select Save and then Done.
- Open an invoice or any sales form, and in the Invoice no. field, enter the custom number or letter sequence you want to use for your forms. The sequence you set here applies to all sales forms.
That's all there is to it. I hope this helps get you back on track. If you have any other questions, please don't hesitate to reach out to our tech support team.
Have a great day.
