Nowadays, organizations are generally getting bigger and bigger. As they grow, so does the number of transactions that they need to do. Therefore, the concept of textbooks does not come into action. Thus, the invoice number plays an important role in this field. They come to your rescue. With QuickBooks, your data is stored with the utmost care and organization. So all the transactions are in the correct order of their invoices. Therefore, it becomes relatively easy and fast to search for transactions.
QuickBooks assigns a unique number to each piece of data stored there. The invoice number thus helps the user to identify the transaction. Since the QB itself assigns the number automatically, the user is assigned a number in the transaction without his/her choice. Since it is not mandatory to use these default numbers, one can choose to change them. Hence, in this article, we are here to provide you with detailed information on how to edit invoice numbers in QuickBooks.
Read: How to Fix QuickBooks Error 6200- Account Period has Closed
Reasons behind changing invoice number
There can be many reasons for choosing to change the invoice number. Some of them could be:
- You want to keep these at your convenience.
- Also, it is necessary to keep some invoices under a different name.
- Similarly, if you want to have different invoices for different customers.
- Some invoices have the same name.
So, in any of the above situations, one decides to change the number.
How do I Change the Invoice Number in QuickBooks Online?
There are several ways to edit an invoice in QB Online. We have provided some below:
Solution 1 – Using the company setting
- First, find the Business Gear icon.
- After that go to Settings.
- Continue by selecting Company Settings.
- Here, go to the Sales Form Input option on the left.
- Next, you need to check the Custom Transaction Number box.
- Press Save.
- In Custom Transaction Number, you have to select your preferences.
- A field with the invoice number as the title is added automatically.
- Now you can enter any number you want to enter.
Solution 2 – Using Accounts and Settings
- First, go to the toolbar. Click on the gear icon.
- Then go to Accounts and Settings.
- Here tap on Sales.
- In the Content part of the sales form, click Anywhere.
- After that, the Custom Transaction Number option should be enabled.
- Click Save.
- Then tap Done.
- Then you have to open one of the invoices.
- Similarly, enter your desired number in the Invoice Number field.
Solution 3 – Try changing the duplicate invoice number
If you find that your invoice number is repeating, use the following method:
- First, tap on Duplicate Invoice to open it.
- Then, go to the end of this invoice.
- Tap More.
- Then click on Edit. This will allow you to modify the invoice number.
- After that tap on Save.
How do I Change the Invoice Number in Quickbooks Desktop?
If you’re moving from QuickBooks Online to QB Office and still want to continue with invoice numbers, we’ll show you how to do that.
You just need to create an invoice and it will automatically select the numbers. However, you will need to customize the invoice template to do this. So to do:
- First, go through the lists.
- Then choose the Template option.
- Next, double-click on the invoice template.
- Explore additional customizations.
- Here you mark the invoice number under the header tab.
- Also, don’t forget to click on Screen and Print.
- Then click OK.
To change these numbers:
- Firstly, check the Custom Transaction Number box.
- Press Save.
- Then you need to transact with the new numbers.
- After that remove the tick from the custom transaction number.
- and press save.
Conclusion
The above article has given you the easiest way to change invoice numbers in QuickBooks Online and Desktop. Similarly, you can try these above steps and hence get the desired result. If you’re having trouble figuring out how to change the invoice number in QuickBooks Online. And, if you are unable to do so, you can contact us.
Contact our support team now through our toll-free number. Our team is made up of professionals who are competent in their tasks. He has a very good knowledge of QuickBooks. Moreover, they are available 24×7 for you to listen to. So now you can contact us anytime and anywhere. We will be there to assist you.
So, get in touch with our team now and they themselves will help you change the challan number easily. We hope that the article helped you.