How to genarate an e-Tax Invoice & e-Receipt to connect from QuickBooks
This section describes the creation of e-Tax Invoice & e-Receipt documents connected to the QuickBooks system.
About QuickBooks
![](https://www.leceipt.com/wp-content/uploads/2022/06/MicrosoftTeams-image-5-1024x1024.jpg)
QuickBooks is an accounting software developed by Intuit for small-medium businesses.
See more https://quickbooks.intuit.com/
Leceipt’s system also provides a link to QuickBooks’s system for creating e-Tax Invoice & e-Receipt documents such as
- Invoice/ Receipt
- Invoice/ Abbreviated Tax Invoice
- Receipt
- Invoice/Tax Invoice
- Delivery Order/Tax Invoice
- Tax Invoice
It comes out as both PDF and XML files, save your time for filling the document form to generate the e-Tax Invoice & e-Receipt files.
1. Connecting to QuickBooks
Click on the ข้อมูลภายนอก (External data)
on the left hand side.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-1.png)
Connect with QuickBooks by using Email and password.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-2.png)
Enter your Email or UserID and Password.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-3-1.png)
Then the system will send the code to the email.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-4.png)
Enter the code sent via email into the system.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-5.png)
You will be logged in to the system page as shown in the figure.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-6-1024x389.png)
2. Filter options to view and search documents.
By selecting the desired “month”.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-7-1024x369.png)
The data will be shown as shown in the figure.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-8-1024x589.png)
3. Generating e-Tax Invoice & e-Receipt from order list.
From the image below, click the “เลือก” button.
Then a menu will be displayed for creating various e-Tax Invoice & e-Receipt documents.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-9-1024x520.png)
Creation of e-Tax Invoice & e-Receipt Documents from order list data can be created for every document. as the following list,
- Invoice/ Receipt
- Invoice/ Abbreviated Tax Invoice
- Receipt
- Invoice/Tax Invoice
- Delivery Order/Tax Invoice
- Tax Invoice
As below
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-10.png)
In the example we will show how to generate the “Invoice/Receipt” files.
The same method for generating other e-Tax Invoice & e-Receipt.
4. Generating e-Tax Invoice & e-Receipt, “Invoice/ Receipt”.
To choose the ใบเสร็จรับเงิน/ใบกำกับภาษี (Invoice/Receipt)
as below.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-11-1024x514.png)
In the document, enter the ผู้รับเงิน
(payee) as shown in the picture, then check and fill out the information completely. Then click on the ต่อไป (Next)
.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-12-1024x492.png)
Then the system will process the process to wait a moment as shown in the picture.
![](https://www.leceipt.com/wp-content/uploads/2022/05/leceiptxpaypal-12.png)
Review the information again and click on “ยืนยัน (Confirm)” button.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-13.png)
5. Completed document.
Then we will get a file of the completed document as shown in the picture.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-14-1024x429.png)
6. Files
Documents that can be generated are PDF files, image files, and XML files.
PDF file
Click on a PDF icon for openning.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-15-1024x150.png)
On the other hand, Click the “เลือก (Choose)” button, and click on “เปิดเอกสาร (Open document)”.
![](https://www.leceipt.com/wp-content/uploads/2022/05/leceiptxpaypal-16.png)
After opening the PDF file, we can “download the document” or “print the document out of paper format” as shown in the picture.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-16.png)
XML file
Click on a XML icon for openning.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-19-1024x119.png)
When opening the file, you can download the file and use it as shown in the picture.
![](https://www.leceipt.com/wp-content/uploads/2022/05/leceiptxpaypal-19.png)
Imge file
Click on the icon as picture for downloading.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-17-1024x116.png)
The downloadable image file will be displayed as shown below.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-18.png)
7. Downloading.
Click on the ดาวน์โหลด (Download)
.
![](https://www.leceipt.com/wp-content/uploads/2022/05/leceiptxpaypal-22.png)
And when you open the file (Adobe Acrobat Reader DC is recommended) you’ll see the digitally signed document.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-24-1024x605.png)
8. Emailing.
Click on the “เลือก (Select)” button and select “อีเมล (Email)”.
![](https://www.leceipt.com/wp-content/uploads/2022/05/leceiptxpaypal-24.png)
In a pop-up box, enter the email address you want to send the file, And click on ส่งอีเมล (Send Email)
.
![](https://www.leceipt.com/wp-content/uploads/2022/05/leceiptxpaypal-25.png)
When the file has been sent to the destination email successfully. The system will prompt as ส่งอีเมลสำเร็จ (Email sent!)
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-27-1024x320.png)
When the recipient has opened the e-mail containing the file will be displayed in the form as shown in the figure.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-28.png)
9. SMS
Our system can also send the file via SMS. By choosing the เลือก (Select)
and click on the SMS
![](https://www.leceipt.com/wp-content/uploads/2022/05/leceiptxpaypal-28.png)
In a pop-up box, enter the email address you want to send the file, And click on ส่งข้อความ SMS (Send SMS)
.
![](https://www.leceipt.com/wp-content/uploads/2022/05/leceiptxpaypal-29.png)
Once the SMS has been sent successfully, a message will appear ส่งข้อความ SMS สำเร็จ! (The SMS sent!)
.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-32-1024x327.png)
Let’s look at the part of the destination of the person receiving the SMS. When opening the mobile phone, a message will appear as shown in the picture.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-33-473x1024.png)
When you click on the link The system will show up as shown in the figure. Then enter the code sent by SMS.
![](https://www.leceipt.com/wp-content/uploads/2021/09/e-Invoicee-Tax-Invoice-23.png)
Click the เปิดไฟล์ (Open)
button. which should also install an application for opening PDF (if you don’t have one).
![](https://www.leceipt.com/wp-content/uploads/2021/09/e-Invoicee-Tax-Invoice-24.png)
Preview PDF files using the “Adobe Acrobat Reader: PDF Viewer, Editor & Creator” application.
![](https://www.leceipt.com/wp-content/uploads/2022/06/LeceiptxQuickBooks-34-473x1024.png)