What this setting does
By default, Link My Books uses the full settlement reference on the invoices and bills it sends to QuickBooks. With Use simplified invoice references turned on, Link My Books instead sends a shorter, sequential reference.
Some sellers prefer a shorter reference because it is easier to read and matches how they like to number documents in QuickBooks.
How to turn it on
Go to Settings → Settlement Settings and open the Tracking Classes tab.
Turn on Use simplified invoice references.
Save your changes.
Note: this applies to future settlements only — references on settlements already sent won't change.
If you see a duplicate reference error in QuickBooks
If QuickBooks then reports a duplicate document number, please contact support — the best fix depends on how your QuickBooks document numbering is set up.
If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].