Transaction Numbers on Sales Forms

To set up, change, or reset the numbers on your sales forms and purchase orders, you must enable the Custom Transaction Numbers feature. This allows you to use alphanumeric characters (such as 1001, INV-001, or AT-5001) and ensures new transactions automatically increment based on the last number used.

Enable custom numbers for sales forms

1. Select the Settings gear icon.
2. Select Account and settings.
3. Select Sales from the left menu.
4. In the Sales form content section, select Edit (or the pencil icon).
5. Select the checkbox for Custom transaction numbers.
6. Select Save.

This setting applies to:

• Estimates
• Invoices
• Sales receipts
• Credit memos
• Refund receipts
• Delayed credits
• Charges

Enable custom numbers for purchase orders

1. Select the Settings gear icon.
2. Select Account and settings.
3. Select Expenses from the left menu.
4. In the Purchase orders section, select Edit (or the pencil icon).
5. Select the checkbox for Custom transaction numbers.
6. Select Save.

Once enabled, you can manually enter any number or letter sequence on a specific form. QuickBooks Online will automatically suggest the next number in the sequence for future transactions.