Create QuickBooks Online Invoices

Invoices are generated from Sales Orders in Canix to be viewed and printed from your QuickBooks Online account. The following steps outline the two different ways to Create a QuickBooks invoice through Canix. The first option is directly from the Sales Order or Sales Order Side Panel or Create QuickBook Online Invoices in bulk from the Active Sales Order Table. 

Before continuing, ensure your QuickBooks Online account is connected by following these steps.

In this article we'll cover:

1. Creating QuickBooks Invoices from Sales Orders
2. Bulk Creating QuickBooks Online Invoices 

Creating QuickBooks Invoices from Sales Orders

1. After creating a Sales Order, Navigate to the Invoice section of the Sales Order or the Sales Order side panel. 
2. Select Configure New Invoice
   Note: If an Invoice has already been created for the Sales Order continue to the next step. 
3. Once the Invoice has been created, select Invoice Actions > Create QB Online Invoice 
4. You will then be prompted to select the QuickBooks Company you would like to connect and create the invoice in. Select the QuickBooks Company from the drop down menu, select Continue
   Selecting a company is required in order to populate the QBO customers and line items to choose from. If you skipped selecting a company, retry creating a QBO invoice to select a company before moving on.
   Note: After an initial Invoice has been created for this particular customer, the QuickBooks Company will prefill with the company chosen for the last QBO invoice used for this customer. 
   
   
   
5. Navigate to the QuickBooks Customer box in the top left to search and select an existing QuickBooks Customer or create a new QuickBooks customer. 
   Note: If creating a new QuickBooks Customer, Canix will save the association of the Company and Facility to this Customer to be used the next time you send an invoice to that customer.
   
6. Assign QuickBooks Items to each Item on your Sales Order using the Select QBO Item link seen below the Canix item. Search and select existing QBO Items or create a new OBO Item. Once an Item is associated, select Submit. Complete this process for all Items on the Invoice. 
   • "Associate with this Canix Item for future Invoices" - Next time this Item is listed on an Invoice for this particular QBO company it will associate with this Canix Item. 
7. All Sales Order data will prefill for the Invoice. Note below some additional options:
   • "Show Package Details" - Selecting this box will include the Package Tag, Item, Strain and/or Production Batch on the invoice.
     
8. Optionally users can enter an Invoice Date
9. Once all fields have been completed, select Send to create the invoice in QuickBooks.
10. After the Invoice has been created, you can now navigate to Invoice Actions > View "QBO Company Name" Invoice to view the Invoice. 

The following fields will be created on the invoice and can be edited in QuickBooks: Invoice Date, Due Date, Shipping Date, QuickBooks and Canix Item, Item Quantity, Unit Price, Item Total, Discounts, Shipping and Subtotals.

Bulk Creating QuickBooks Online Invoices 

Often times users may need to create more multiple QBO Invoices in one step. This can easily be done from the Sales Order Table. Note: Be sure the Invoice has already been created for the Sales Order in Canix. 

From the Web Application:

1. Navigate to Sales > Sales Orders > View: Active
2. Select one or more Sales Orders to create a QBO Invoice for 
3. Navigate to Actions > Create QB Invoice
   
   
   
4. If you have more than one QB Company Integrated with Canix, you will be prompted to select the QuickBooks Company you would like to connect and create the invoice in. Select the QuickBooks Company from the drop down menu, select Continue
   Selecting a company is required in order to populate the QBO customers and line items to choose from. If you skipped selecting a company, retry creating a QBO invoice to select a company before moving on.
   Note: After an initial Invoice has been created for this particular customer, the QuickBooks Company will prefill with the company chosen for the last QBO invoice used for this customer. 
   
   
5. The left panel will outline all of the Sales Orders that you selected on the previous screen, that allow users to click through each Sales Order and add additional details. 
6. Navigate to the QuickBooks Customer box to the right of each Customer Name under Invoice Details. Select an existing QuickBooks Customer or create a new QuickBooks customer. 
   Note: If creating a new QuickBooks Customer, Canix will save the association of the Company and Facility to this Customer to be used the next time you send an invoice to that customer.
   
   
   
7. Assign QuickBooks Items to each Item on your Sales Order using the Select QBO Item link seen below the Canix item. Search and select existing QBO Items or create a new OBO Item. Once an Item is associated, select Submit. Complete this process for all Items on the Invoice. 
   • "Associate with this Canix Item for future Invoices" - Next time this Item is listed on an Invoice for this particular QBO company it will associate with this Canix Item. 
8. All Sales Order data will prefill for the Invoice. Note below some additional options:
   • "Show Package Details" - Selecting this box will include the Package Tag, Item, Strain and/or Production Batch on the invoice.
     
9. Optionally users can enter an Invoice Date
10. Once all fields have been completed, and reviewed for accuracy for all Sales Orders. Select Send All to create the invoices in QuickBooks.
    
    The following fields will be created on the invoice and can be edited in QuickBooks: Invoice Date, Due Date, Shipping Date, QuickBooks and Canix Item, Item Quantity, Unit Price, Item Total, Discounts, Shipping and Subtotals.
    

More information on this process can be found in this training video,