We can configure Crik-IT to NOT use QuickBooks' estimate number sequence when sending an order from Crik-IT to QuickBooks. 

Instead, we can send the Crik-IT order reference number, prefaced with "C-" (or whatever you would like the preface to be), to QuickBooks as the estimate number.  Here's an example:

This order in Crik-IT:

Will create an estimate in QuickBooks with estimate number C-134:

Note:  If you choose this option, Intuit has recommended that QuickBooks be configured to NOT allow custom transaction numbers. 

So, if you would like us to do this, first we need you to confirm that your QuickBooks system is configured to NOT allow custom transaction numbers. 

You'll find this in QuickBooks settings, sales section.  This setting needs to be set to Off. 

With this setting set to Off, you will not be able to enter or change the estimate number.  However, if you have it turned On, when you manually enter an estimate in QuickBooks, QuickBooks will use the same format for estimate numbers used by Crik-IT (e.g. C-134), which can lead to duplicate transaction number errors when Crik-IT tries to send estimates to your QuickBooks.

Once you have confirmed that this setting is indeed turned off, please open a ticket with us requesting that we enable this Crik-IT feature for your company. 

Please provide your company name and your contact info in the ticket, and if you'd like the estimate number to be prefaced with something other than "C-", let us know what you would like to use as the preface (no more than 3 characters).

What if 'Custom transaction numbers' feature is turned On? 

If QuickBooks' 'Custom transaction numbers' feature is turned On, and you end up with duplicate transaction number errors when Crik-IT tries to send estimates to your QuickBooks, follow these steps: 

To avoid getting errors when Crik-IT tries to send orders over to QBO:

1. In QBO, for each invoice that starts with "C-" and was NOT sent to QBO from Crik-IT, edit the invoice and change the invoice number so it doesn't have the "C-" in the invoice number. 

To reset the invoice number sequence (do this AFTER you do the step above):

1. In QBO, enter an invoice manually, using a regular invoice number (not with the "C-") that continues the previous invoice number sequence. 
2. In QBO, go to Settings > Sales > and turn off 'Custom transaction numbers'.  This will prevent users from being able to change the invoice number in QBO.
3. In QBO, delete the invoice you entered manually above.

Notes:

• Your portal must be configured to have Crik-IT automatically assign the Crik-IT order reference number and not allow the user to change it (this is the default).

Questions? We're here to help! Write to us at support@crik-it.com or schedule a support call with us by clicking here.