Custom Transaction Number Setting in QuickBooks to use Deposits/Prepay

If you are planning to use the Deposit/Prepay feature in SingleOps, the Custom Transaction Numbers setting in QuickBooks needs to be turned OFF. This feature in QuickBooks Online is automatically defaulted to ON.

The reason this setting needs to be off is due to how sales receipts and credit memos in SingleOps use the same payment record number (i.e. Sales Receipt SO-505 is tied to Credit Memo SO-505.)

If the setting is on, only the sales receipt will sync but the credit memos will not. This will throw an error stating that a duplicate transaction number exists hence why it needs to be off.

Steps to turning it off:

  1. Log in to your QuickBooks Online account
  2. Click the Settings icon in the top right corner
  3. Click Account and Settings under "Your Company"
  4. Click Sales in the column 
  5. Click the Edit symbol across from Sales Form Content 
  6. Toggle Off Custom Transaction Numbers
  7. Click Save, then click Done

If you have already created invoices, you will need to manually update their numbers in your QuickBooks Online account.

QuickBooks automatically handles creating and tracking transaction numbers, so some recommend against using custom transactions numbers. Custom transaction numbers can lead to errors that duplicate transaction numbers.

 

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