How to use auto numbering with QuickBooks

Axis

Overview

You can set the option to allow QuickBooks Desktop or Online to use the next sequential transaction reference number, Axis will still group rows together according to the mapped transaction reference number but will use the next sequential reference number available in QuickBooks , based on the last number that was used.  If this option is not set then the imported reference number will be used.  If you have selected the option to use auto numbering then it is not possible to select the option to Skip, Overwrite or Append as it is assumed that the transaction is new.


Steps to use Auto numbering


To set this option on:

  1. Make sure you are connected to your QuickBooks Desktop or Online company file
  2. In Axis open the import tab.
  3. In the Import Options section check the option for Use auto numbering
Once the import has completed then the selection for Auto numbering is saved along with the map so the next time the mapping is selected then the previous selection is reloaded.
Article ID: 110, , Modified: 6/3/2022 at 6:43 AM

Feedback

if auto numbering is selected and the same customer is imported, will multiple the products go to that same invoice?
allen tram (11/17/2015 at 4:35 AM)
Yes as long as you map the Invoice Ref Number to the Customer Name and also select Auto numbering.
Steve (1/18/2016 at 9:55 PM)

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