How to create an invoice in QuickBooks?

Overview:

XTEN-AV allows users to create and manage invoices in QuickBooks directly from the X-DOC Dashboard. Once QuickBooks is connected to XTEN-AV, users can select the required document, choose the customer and invoice type, and create the invoice. After processing, the invoice will be available in the Invoices section of QuickBooks, where users can also edit it as needed.

To create an invoice in the QuickBooks first you need to connect XTEN-AV with QuickBooks. To connect with Quickbooks, please see the reference link:- https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-quickbooks-online-version-ypel3c/

From the Dashboard, navigate to X-DOC, and then click on the X-DOC Dashboard button to access the documents.

On the x.doc dashboard page, under the 'Action' button you will find the 'create/update invoice' option. Click on it and create your invoice as per your requirement.

Select the invoice for which you want to generate an invoice and click on the submit button.

Select the Customer from the drop-down menu and choose the type of Invoice you want to create. Click on the Create button. Wait for a few moments, and the invoice will be created in Quickbooks.

Once you click the Create button, it may take a few moments to process. After it is completed, you will see a pop-up message confirming “Done.”

On the Quickbooks account, click on the 'Invoices' option under the 'Business overview' option from the left navigation menu. Here you will get all your invoices created from the XTEN-AV Platform.

Also, you can edit invoices by clicking on the 'Edit' icon as per your requirements.

Updated on: 10/23/2026

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How to create an invoice in QuickBooks?

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