Managing Invoice Numbers w/ QuickBooks Online

Invoice Number Settings (QuickBooks Online)

Available for:

• Workspaces with QuickBooks Online integration only.

Find Invoice Number Settings

Go to:

Side Menu → Configuration → Accounting Integration → Invoice Number

Choose one of the following options:

Increment Invoice

• Lexul automatically assigns invoice numbers.
• Each invoice number increases by 1.
• The number appears on both the Lexul invoice and the synced QuickBooks invoice.

Returned Invoice

• Lexul creates a temporary invoice number.
• QuickBooks Online assigns the final invoice number after syncing.
• Use this option if you create invoices in both Lexul and QuickBooks Online.

Note

• Turn OFF Custom Transaction Numbers in QuickBooks Online for Returned Invoice numbers to work.

Custom Transactions (OFF) For Returned Invoices

Go to:

Settings (gear icon) → Accounts & Settings → Sales → Sales Form Content

Then:

• Turn Custom Transaction Numbers to OFF.