Help CenterIf you are seeing under your Invoice list(s) that the QuickBooks Inv # Not Assigned, this means that in QuickBooks Online you have Custom Transaction Numbers enabled under your Settings.
Why did this happen? Intuit keeps releasing updates to QuickBooks Online and for some reason it enables the Custom Transaction numbers.
To verify this, in QuickBooks Online go to Settings, Account and Settings
Click in the Sales Tab and under Sales form Content, you'll see that "Custom Transaction Numbers" is toggled to on.
You can toggle that off so it isn't green, and then save.
Settings, Account, Invoice # Generation
Then to fix this for "future invoices", in RECUR360, go to Settings, Account and on the right side scroll down to "Invoice # Generation" and click the Check Box. Then set a beginning Invoice #. By Default, all new RECUR360 Accounts will be set with R-100001. You can override that to be whatever # you want to start with. You don't need a Prefix either.
After you click Save at the top, all "New" invoices will be assigned an Invoice # by RECUR360 rather than relying on QuickBooks Online to do it.
Manually Assign Invoice #s
To fix existing Invoices, you will need to manually assign an Invoice # to existing transactions. To do this, you first will need to turn Custom Transaction Numbers back on. Then you will have to go into QuickBooks Online, go to each invoice without one and edit them, and then in the Invoice # field type one in. Make sure not to duplicate one. You can only do this in QuickBooks Online if Custom Transaction Numbers is on however. Once that cleanup is complete, then go back and turn Custom Transaction Numbers off again.
How did this happen?
It appears that QuickBooks Online made an update to their software towards the end of July 2023 that turned on Custom Transaction #s or you, your bookkeeper or CPA turned this on.