How to prevent invoice syncing issues between Nabooki and QuickBooks due to invoice number clash
One common challenge businesses face is invoice number clash when syncing of invoices between different systems.
An example of this issue occurs when an invoice number already exists in QuickBooks, and a user attempts to sync a Nabooki invoice with the same invoice number. In such cases, the invoice will fail to sync, because invoice numbers must remain unique.
This article aims to help business users prevent invoice syncing issues caused by invoice number clashes between Nabooki and QuickBooks.
Note: The current Nabooki-QuickBooks integration only syncs invoices from Nabooki to QuickBooks. Manually raised invoices in QuickBooks will not sync back to Nabooki, meaning invoice numbers incremented directly in QuickBooks will not update the next invoice number in Nabooki.
To avoid the invoice numbers clashing, you need to use a different number sequence in both systems. One of the ways to achieve this is to start your sequence in Nabooki from a much higher number. For example, if in QuickBooks you have raised under 1000 invoices, in Nabooki you can start your sequence with 50000, to ensure that invoices raised in QuickBooks will not reach Nabooki’s sequence soon.
Steps to set up your invoice sequence in Nabooki:
- On your Nabooki Merchant Profile, go to Setup > Taxes & Invoicing
- On the Next invoice number field, change the current number to your desired next invoice number (e.g. 50000).
- Then add a sample booking in Nabooki to verify that the invoice number uses the new sequence.
Steps to set up your invoice sequence in QuickBooks:
- On your QuickBooks account, verify that the Nabooki invoice has been synced and has the same invoice number as in Nabooki (e.g. 50000).
- On your QuickBooks account, raise an invoice manually. It will likely suggest 50001 as your next QuickBooks invoice number. Change the number manually to your desired sequence (e.g. 1000).
- Before saving the manually raised invoice, ensure that the Custom transaction numbers setting is turned on. This can be accessed in QuickBooks via Settings > Account and Settings > Sales > Sales from content. For more information on how to turn on or off your custom transaction numbers, please click here.
- Save the manually raised invoice and then on your QuickBooks account, turn off your Custom transaction numbers setting.
- From this point forward, all invoices generated in Nabooki will commence with 5000, while your other invoices manually generated in QuickBooks will continue using your QuickBooks sequence.
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