Logo

What are you looking for?

Please use the search bar below to find an article that can help answer any questions you may have.

How to fix the QuickBooks ref number not showing on WorkPal

Accountancy Software

How to fix the QuickBooks ref number not showing on WorkPal

A guide on troubleshooting some issues you may come across when using QuickBooks through WorkPal

No QuickBooks ref number showing

If after exporting an invoice to quickbooks, the QB Ref Num doesn't get populated (see screenshot below)  please follow the below steps

Screenshot 2026-01-15 113315.png

Check that the Quickbooks account has "Custom Transaction Numbers" toggled turned off.  This Can be found by going to quickbooks and then selecting the below options: 

Gear Icon > Account and Settings > Sales > Sales form content

Image

 


 

Did you find this article helpful?
Previous

Enhancing Your QuickBooks Integration with Custom Fields

Next