How to create an Purchase order in QuickBooks?
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/
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_zk3gp7.png)
Select the option for which you want to generate/update an Purchase order and click on the submit button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1ku4et2.png)
Select the Customer and Account from the drop-down menu. Click on the 'Next' button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_11irrfo.png)
Choose a vendor to your line items. To assign a vendor, first select products and then choose a vendor. Wait for a few moments, and the purchase order will be created in Quickbooks.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_peltn8.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1w5ert9.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_fd6ivm.png)
Also, you can view/edit purchase order by clicking on the 'View/Edit' option under the Action button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1re6gk7.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_zk3gp7.png)
Select the option for which you want to generate/update an Purchase order and click on the submit button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1ku4et2.png)
Select the Customer and Account from the drop-down menu. Click on the 'Next' button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_11irrfo.png)
Choose a vendor to your line items. To assign a vendor, first select products and then choose a vendor. Wait for a few moments, and the purchase order will be created in Quickbooks.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_peltn8.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1w5ert9.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_fd6ivm.png)
Also, you can view/edit purchase order by clicking on the 'View/Edit' option under the Action button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1re6gk7.png)
Updated on: 10/10/2022
Thank you!