QBO Integration: Invoice Number Syncing

Customers using the QBO integration may wish to use Inspect Point invoice numbers in place of their QBO invoice numbers.

When this feature is enabled, any invoices created within Inspect Point and synced to QBO will use the Inspect Point invoice number.

To turn this feature on, navigate to the "Integrations" section on the "Settings" screen, and click QuickBooks Online. Then, toggle on "Sync Invoice Number."


In order for this to work, the "Custom transaction numbers" setting in QuickBooks Online also needs to be ON:



Note, if the QBO invoice number is preferred, then this setting should be OFF. And, the custom transaction numbers setting in QBO will also need to be OFF.

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket via the web widget on the bottom-left on your screen - Click here for more information.