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I've clicked the button to disable the syncing Estimate/Invoice numbers with QBO and I want to start creating all my sales forms from within Method and use special rules to assign RefNumber values... But I can't figure out how to do it??? Can anyone help?

The "formula" I want to follow for both Estimates and Invoices is as follows:

2-digits for the year; 2 "zeros"; 2-digit month; 2-digit date; then a "-"; then on that day have the 2-digit number after the "-" start counting up from "01"

So, if I'm sending out my fifth estimate of the day today [March 25, 2015], the number would be 15000325-05

Hi Rachel,

You could do this, but it wouldn't be as easy as one might hope. Here's what you would have to do:

1. Assign the current date / time to an Action Result
2. Use the Character Function to substring the numbers you want, and build a string out of the date in the order you like
3. Append your -## for the daily count
• To determine this, you could search the table to see which was the last RefNumber used, substring the first section of it to find out if it's from today
• If it's not from today, then append "01"
• If it is from today, substring the last two digits and use the Basic Math Function to add 1, then append that value
4. Insert it into the RefNumber field on the Transaction

This would be done on the Save function of your Transaction screens, and would have to be added for each one.

If it's something you really want, but aren't comfortable performing the customization yourself, you could hire a member of our Professional Services team to do the work. Let me know if that interestes you and I'll have your account manager reach out to discuss the details.

Hope this helps.

- Justin