Using QuickBooks Invoice & Credit Note numbers with Recycly

In most cases, when you create invoices in Recycly and post them to QuickBooks, you will want to use Invoice and Credit Note numbers generated by QuickBooks, rather than using a different invoice / credit note number generated by Recycly.

In order to enable this, you will need to disable Custom transaction numbers in your QuickBooks settings, so that QuickBooks is responsible for maintaining your invoice / credit note numbers. This guide takes you through how to do this.

1. In QuickBooks, open the Settings -> Account and Settings screen

Log in to your QuickBooks system, and click the Settings "cog" icon, then select "Account and Settings"

2. Turn OFF the Custom transaction numbers setting

Click the Sales section, then switch OFF the "Custom Transaction Numbers" option

This will ensure that QuickBooks will generate your invoice and credit note numbers.