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How to Add a Prefix to Invoice Numbers in Quickbooks

If you're using multiple platforms for invoicing, it's something to consider that things can get messy once you run into repeating invoice numbers.


If you're using a Bookkeeping Software like Quickbooks, all your payment portals will likely auto-sync with your Quickbooks account. To get a step ahead and avoid potential duplicate invoice numbers, you can consider adding or updating the Prefix or Suffix of your Invoice Number, to clearly mark which platform the payment was processed. This will help differentiate the invoice, even if the invoice number gets repeated. 


For example, the invoice in Quickbooks can be 1225. Dubsado can be D-1225 . ThriveCart can be T-1225


When creating a new invoice in Quickbooks, you can always edit the invoice number to be whatever you want, but you just need to ensure that this setting is switched on:


Step 1: Click on "Settings"

Step 2: Select "Sales" from the left sidebar

Step 3: Ensure "Custom transaction numbers" is set to "On"





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