If you are using Method:CRM with QuickBooks Online, this article will outline common reasons why transaction numbers would be blank after creating a transaction (invoice, estimate, sales receipt, etc.) and the steps to resolve this.
Step 1: Verify Which Program assigns Transaction Numbers
Either Method:CRM or QuickBooks will assign the transaction number. The first thing you need to do is verify which program it is.
1. Click the upper-right blue circle icon and then click Integrations.
2. Select QuickBooks Sync.
3. Click Expand on Advanced option.
4. You'll find the checkbox Let Method assign Transaction numbers. More than likely, this is unchecked and QuickBooks is assigning the transaction numbers.
Note: If the above is checked, then Method:CRM is set to assign numbers and should work. If transaction numbers are blank even with this checked, then please reach out to Method Support.
5. If the above is unchecked and you want QuickBooks Online to assign transaction numbers, then you need to make sure QuickBooks is set up properly. Please see QuickBooks article Custom transaction numbers in QuickBooks Online and turn off custom transaction numbers.
If QuickBooks Custom transaction numbers are turned off, and Method:CRM isn't set to assign transaction numbers, and the transaction numbers are still blank, then proceed to step 2.
Step 2: Verify Transactions are Syncing
By now, you have determined that Quickbooks should be assigning transaction numbers, but it is not. There are a few things you can check for this.
Is Wait for Sync Approval Checked?
Open your transaction with the blank number. Is "Wait for Sync Approval" checked?
If the transaction is awaiting approval before syncing to Quickbooks, then this transaction is not in QuickBooks and Quickbooks cannot assign a number.
Is Quickbooks and Method:CRM syncing?
You should try and refresh your connection with QuickBooks. Please see our article on How to Reconnect QBO with Method:CRM.
If this does not help, please go to Step 3.
Step 3: Verify Your Transaction Record isn't in Conflict
If none of the above has worked, then you should check to see if the transaction in question has a sync conflict.
1. Go back to your QuickBooks Sync preferences as outlined above.
2. If there is a conflict, then under Sync Conflicts you will see View Conflicts. Click that link.
3. If you notice your transaction is in sync conflict, please refer to the following article to clear the conflict: QBO Sync Conflicts.
If you have gone through these steps and still require assistance, please reach out to Method Support.