How to create an invoice in QuickBooks?
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/
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_j0z6c7.png)
Select the invoice for which you want to generate an invoice and click on the submit button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_121h6o6.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_wq9clb.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1b3pmqd.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1i1fg8y.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_174am5n.png)
Also, you can edit invoices by clicking on the 'Edit' icon as per your requirements.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1i0ydw7.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_ebrz6v.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_j0z6c7.png)
Select the invoice for which you want to generate an invoice and click on the submit button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_121h6o6.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_wq9clb.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1b3pmqd.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1i1fg8y.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_174am5n.png)
Also, you can edit invoices by clicking on the 'Edit' icon as per your requirements.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1i0ydw7.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_ebrz6v.png)
Updated on: 10/10/2022
Thank you!