Pinterest

How to Set an Invoice Number in QuickBooks

With time, organizations are expanding and turning a new leaf every day. Consequently, the accounting processes and transactions are becoming […]

Voiced by Amazon Polly

With time, organizations are expanding and turning a new leaf every day. Consequently, the accounting processes and transactions are becoming big. In such a case, a simple manual application for computation or a normal software application will not be of much help. You require highly advanced software to deal with transaction and accounting related problems and functions. QuickBooks is one of the best software for all your accounting solutions for small, medium, and large businesses.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

In this article, we will talk about how to create Invoice in QuickBooks. This unique number is usually fixed by the software and is based on the number of invoices that a user stores.

Let’s learn in detail about Invoice numbers in QuickBooks and how to set them.

What is an Invoice Number in QuickBooks?

As mentioned before, QuickBooks allots unique numbers to all data saved in it. An invoice number is considered as a unique number that the software assigns to the number of invoices that you store in it.

It is set according and automatically, however, the new invoices that arrive are successively assembled and numbered. When numbers are assigned to the invoices, it makes identifying invoices very easy when required. In other words, the data retrieval method becomes very easy.

Why do you Need to Set an Invoice Number?

Although the invoice number is set automatically by the QuickBooks accounting software, there are situations when you might need to set numbers for some invoices in a different way. In QuickBooks, you are not allowedto edit the numbers as and when you desire.

Most of the time, you need to set the invoice number when you wish to put different invoice numbers for separate clients. This is indeed a good way of arranging the invoices since you can retrieve them more smoothly when needed.

There can be a scenario when you get two data or invoices received when searching for one. This takes place due to duplication of the invoice number that can take place because of any possible reason. This is when you need to change or adjust the invoice number.

How to Set an Invoice Number in QuickBooks?

It is important to note that the invoice number is monitored and managed by the Custom transaction numbers feature. Hence, to edit the changes, the settings of the section should be changed.

Here are some of the options to set an Invoice Number in QuickBooks:

Method 1: Utilizing Company Settings

Step 1: Navigate to the Company Gear icon. It is available on the top-right side. Press it.

Step 2: Go to the Settings option.

Step 3: Choose Company Setting.

Step 4: On the left-side of the screen, select the Sales Form Entry option.

Step 5: Click the check box that says Customer Transaction Number.

Step 6: Press on Save.

Step 7: On the section that says Custom Transaction Numbers, set your particular preference.

Step 8: A particular field that says Invoice No. then get added.

Step 9: Add any number or letter you wish to sequence your particular invoice as.

Method 2: Utilizing Accounts and Settings

To use this method, follow the steps given below:

Step 1: On the given Toolbar, press on the Gear icon.

Step 2: Select Account and Settings.

Step 3: Press on Sales.

Step 4: Press anywhere on the particular Sales Form Content area.

Step 5: Press on Save.

Step 6: Press on Done.

Step 7: Now open any particular invoice.

Step 8: Add the number you wish for the invoice in the particular Invoice No. field.

Step 9: The remaining following invoices will now be saved as per the new custom number which you have added.

Note: Make sure that you do not skip out on turning off the option Custom Transaction Numbers that was turned on in Method 2 step number 5. This will make sure that in the invoice numbers no accidental changes are done. If for some reason, you forget to turn off the particular feature, it will only complicate things. To be precise, the invoice number may get altered and there may be no notification or warning for the user.

Method 3: Changing the Duplicated Invoice Number

This particular option must be selected if the invoice number is found to be duplicated. Here is how you change the duplicated invoice number:

Step 1: Press on the duplicated invoice. Now open it.

Step 2: Now go to the bottom area.

Step 3: Press on More.

Step 4: Press on Edit the Invoice Number.

Step 5: Press on Save.

Have you gone through the entire article minutely? Then you must be clear about how to set an invoice number in QuickBooks.

It is important for business to set or change an invoice number in QuickBooks. In case it is missed out, it can adversely affect the business by creating a lot of confusion with invoice identification. Hence, it is imperative for you to follow the steps given above if you wish to set an invoice number in QuickBooks.

If you think you still cannot do it alone and need the help of industry professionals for it, you must get in touch with us.

Our team of experienced QuickBooks experts and consultants will solve your Invoice number problem in a moment.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


What are the things included in an Invoice?

In an invoice, there is a unique invoice number. Apart from that, every invoice must include:

The payment condition and terms
The cost of every item
The services and products delivered
The amount pending
The due date
Name of the company, contact details like phone number and email address

What are the Advantages of an Online Invoice?

An Online Invoice offers several opportunities for your particular business to make its workflow seamless. Accounting software like QuickBooks enables you to make and send an invoice via the internet where no paper or printer is required. In case your business makes regular sales, this particular method can save a lot of effort, time, limit the errors and add to your overall budget.

Here is the list of the advantages of an Online Invoice:

Accounting Integration
Prompt Delivery
Convenient Tracking
Quicker Payments
Easy Design Options

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Book your consultation Book Free Consultation
Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top