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.

Note: this applies to future settlements only — references on settlements already sent won't change.

If QuickBooks then reports a duplicate document number, a human agent on the Link My Books team can help — the best fix depends on how your QuickBooks document numbering is set up.