A short guide to ensure your PO numbering is aligned with QuickBooks to avoid duplication and keep your records in sync.
Getting Started with PO Numbers
This guide helps you correctly set or reset your Purchase Order (PO) numbers in the Lever360 iRestore system. Whether you're starting fresh or integrating with QuickBooks, getting your PO numbering right is critical to maintain accuracy and avoid conflicts.
🎥 Video Walkthrough:
👇 Watch this video to learn how to reset your PO numbers in just a few steps:
What You’ll See in This Video
✅ Accessing the PO Reset Option
From the Main Menu, scroll down and select Purchase Orders
Tap the “Reset PO Number” button at the top of the screen
✅ Setting Your Next PO Number
Think of your last used PO number in QuickBooks
For example, if the last PO was 1,100, set your next PO number to 1,101
Click Reset PO Number, type your desired number (e.g., 55), then click Save Changes
💡 Quick Tips
🔁 Stay in sync with QuickBooks:
Double-check your last PO in QuickBooks before entering a new starting number to avoid duplicate records.
🔒 No going backward:
Once a PO number is used, it shouldn’t be reused. Always move forward in your sequence.
💾 Save to apply changes:
Be sure to save your number reset — otherwise, your updates won’t take effect.
🆘 Support
Have questions or need help?
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: https://docs.lever360.com/en/