We understand how important it is for your invoice numbering to be consistent across your systems. You can indeed set up WorkPal to send its invoice number directly to QuickBooks, overwriting the QuickBooks generated one. This ensures uniformity and can significantly streamline your record-keeping.

Important Note: For this to work smoothly, the WorkPal invoice number must not already exist in QuickBooks. If a duplicate invoice number is detected, the export to QuickBooks will unfortunately fail.

How to Prevent QuickBooks from Auto-Generating Invoice Numbers

To ensure WorkPal can successfully overwrite the QuickBooks invoice number, you'll need to adjust a setting within QuickBooks Online to prevent it from automatically generating its own transaction numbers. Please follow these simple steps:

  1. Log in to your QuickBooks Online account.
  2. Click on the Gear Icon (⚙️), typically found in the top-right corner of your screen.
  3. From the dropdown menu, select "Account and Settings."
  4. On the left-hand side, navigate to the "Sales" tab.
  5. Scroll down until you find the "Sales form content" section.
  6. Locate the setting titled "Custom transaction numbers."
  7. Turn this setting ON.

Once you've made this change, click "Save" and then "Done."

With this setting enabled, WorkPal will be able to send and set the invoice number in QuickBooks, ensuring your documentation remains consistent and accurate. We hope this helps you achieve a more integrated and efficient workflow! If you have any further questions, please don't hesitate to reach out.