V9 - Using QuickBooks reference numbers for SOS-created invoices

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If you are a new SOS account that wants to start or has been using QuickBooks to automatically generate your invoice transaction numbers, here is a method that allows you to use QuickBooks numbering for SOS-created invoices:

 

1. In QuickBooks Online:
   1. If you have been using QuickBooks Online with automated invoice generation, skip to Step 2.
   2. Under Settings > Account and settings > Sales > Sales form content, enable Custom Transaction Numbers.
   3. Create an invoice in QuickBooks with the starting number you wish to use.
   4. After saving the invoice, disable Custom Transaction Numbers.
       
2. In SOS Inventory:
   1. Go to Tools & settings > Configuration > Sales > Invoices.
   2. Enable the Use QuickBooks invoice numbers setting, then Save. 
   3. If you completed Step 1 above:
      1. Perform a manual sync (Sync > Sync Now) to bring the invoice over from QuickBooks.
      2. Once the sync is successful, delete the invoice used to set the numbering.