For QuickBooks Desktop users making the switch from the cloud-based Sync Manager to the Web Connector, there are a few differences and changes that we'd like to make you aware of.
One of these changes is that invoices will no longer be assigned the 'WEB000XXX' style numbering, as this number was assigned by the Intuit cloud via Sync Manager (which is being removed for QuickBooks Desktop users as of March 1, 2016).
The screenshot below shows a dropdown menu from ServiceTrade's QuickBooks configuration page.
Below, we describe the two ways you can configure how QuickBooks assigns invoice #'s received via Web Connector (referring to the 2 choices shown the the menu above)...
- Choosing Always the ServiceTrade invoice number will simply make your invoice numbers in QuickBooks match the original 6-digit number in ServiceTrade.
- If you'd like to customize your invoice numbers, choose Set by QuickBooks.
- If you choose this setting, invoice numbers will begin at 1 (or the highest unused number in your QuickBooks account) and increment from there.
- If you would like to customize the numbers that QuickBooks assigns, please refer to this linked article from Intuit's QuickBooks support page: How do I reset the invoice counter number?
You can also watch the 20 second GIF below, which illustrates the steps for making your invoice #'s continue following the 'WEB' numbering scheme. Note that the steps shown in the GIF below are the same steps described in the article linked above.
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