How to create an Purchase order in QuickBooks?

Overview:

The QuickBooks integration in XTEN-AV allows users to create and update purchase orders directly from the X-DOC dashboard. Once XTEN-AV is connected to QuickBooks, users can select the required purchase order, choose the customer and account, assign vendors to the selected products, and create the purchase order. After processing, the purchase order is available in QuickBooks under Expenses. Users can also view or edit purchase orders from the X-DOC dashboard

To create an purchase order 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 purchase order' option. Click on it and create your purchase order as per your requirement.

Select the option for which you want to generate/update an Purchase order and click on the submit button.

Select the Customer and Account from the drop-down menu. Click on the 'Next' button.

Choose a vendor to your line items. To assign a vendor, first select products and then choose a vendor.

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 'Expenses' option from the left navigation menu. Here you will get all your purchase order created from the XTEN-AV Platform.

Also, you can view/edit purchase order by clicking on the 'View/Edit' option under the Action button.

Updated on: 10/23/2026

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How to create an Purchase order in QuickBooks?

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