Comments on: Multiple Invoice Number Sequence in QuickBooks

By: Charlie

Charlie — Thu, 15 Dec 2011 20:57:44 +0000

Sorry, Amy, that is how QuickBooks works – one sequence of invoice numbers for everyone (when using one A/R account).

By: amy

amy — Thu, 15 Dec 2011 19:56:07 +0000

Using QB 2011, with just a few clients. QB nembers invoices as I create them, no matter which client it is for. How do I set up so each client can have an invoive #1, #2, #3, etc…
rather than Mr. Jones having #3,# 6, #7, #10 and Ms. White has #1, #2 #4, #12, this is unplesant for all parties. Any advice?

By: Charlie

Charlie — Sat, 10 Sep 2011 01:31:13 +0000

Ronnie, that is way off topic for this article.

There are several ways of handling that, but I can’t give you specifics without knowing a lot more about your situation and how you got to where you are. A simplistic answer is to set up an item that charges against that asset account, but it is risky for me to say that because that might not work for your situation. If you have prepaid accounts, or encumbrances, there are ways to set things up to make that work smoothly. You should contact a qualified ProAdvisor who can sit down and go over the details with you.

By: Ronnie Salyer

Ronnie Salyer — Sat, 10 Sep 2011 01:27:02 +0000

How do I clear an amount that I have in a suspense (asset account) against a customer’s balance that I have billed?

By: Charlie

Charlie — Thu, 26 May 2011 02:30:23 +0000

QuickBooks doesn’t work that way, and from withing QB there isn’t a solution that will help you.

By: Jesse

Jesse — Thu, 26 May 2011 01:28:51 +0000

Wondering if you know a way to get QB to line up and use the same numbering sequence for multiple forms, i.e., Invoice 1001, followed by Receipt 1002, Inv 1003, Order 1004, Rcpt 1005, Inv 1006 and so on. We use the same paper carbon form books for all of these, and would like to coordinate their numbering with QBs numbering, but keeping seperate books with seperate numbering for each type of form is physically too cumbersome. I know how to change the sequence of each form manually, but I want to get them all to share one sequence going forward. Thanks!

By: Charlie

Charlie — Mon, 02 May 2011 18:43:30 +0000

Rose, not sure what you are asking – enter an invoice, select the customer, save the invoice. Create a new invoice, select the same customer, save the invoice…

By: rose

rose — Thu, 28 Apr 2011 23:16:59 +0000

How can I create two invoices for the same customer

By: Charlie

Charlie — Sun, 27 Mar 2011 17:05:45 +0000

John, that is a bit off the topic of this article. And the answer does depend on what year/edition of QuickBooks you are using. Custom fields do show up in “detail” reports for the most part, but not in “summary” reports, so it depends on where you are looking. But, in QB 2011, with the new search feature, searches don’t work in custom fields.

You can enter info in a description field for a detail line that doesn’t have an item, price or quantity, and search on that.

By: John Smith

John Smith — Fri, 25 Mar 2011 20:58:31 +0000

Hey

For trucking I receive multiple load tickets on the same day. How do I enter that into Quickbooks on an invoice so that each ticket number is searchable? If you do custom columns I cant find it nor does it show up in the reports. Appreciate any help.