Choose how invoice numbers are set in QuickBooks

How to choose what invoice numbers is used when an invoice is synced to QuickBooks.

There are two ways of setting invoice numbers for synced invoices:

1. Use the invoice number set in YourTradebase
2. Let QuickBooks set the invoice number

Each way is based on a setting in QuickBooks. We'll let you know after connecting how invoice numbers are currently being set, and you can change this anytime.

Here's how to choose each option:

1. Use the invoice number set in YourTradebase

To use the invoice number that's set in YourTradebase, you'll need to turn Custom transaction numbers ON in QuickBooks.

Here's how to do that:

1. Login to QuickBooks
2. Select the cog at the top-right:
3. Then select Account and settings > Sales
4. Turn Custom transaction numbers to ON
5. 

All done! Now whatever invoice number you set in YourTradebase, that's what will be used when the invoice is synced to QuickBooks 👍

2. Let QuickBooks set the invoice number

To let QuickBooks increment the invoice number based on QuickBooks own numbering system, you'll need to turn Custom transaction numbers OFF

This option ignores the invoice number set in YourTradebase, and overrides that with QuickBooks own invoice number when an invoice is synced.

Here's how to do that:

1. Login to QuickBooks
2. Select the cog at the top-right:
3. Then select Account and settings > Sales
4. Turn Custom transaction numbers to OFF
5. 

That's it – every time you sync an invoice, QuickBooks will set the invoice number itself, and ignore whatever has been set in YourTradebase.