2 New Actions for QuickBooks: Edit Invoices and Estimates

QuickBooks invoicing at your own speed, anywhere

If we worked in a perfect world, it would take two minutes to create a new invoice from start to finish. However, most of us work in reality, so the process of creating each client invoice is typically a work-in-progress task due to incomplete information, tab toggling between apps, and other workday distractions. That’s exactly why today’s development release is a big deal for users with QuickBooks connected to Glances. Not only can you create and send QuickBooks invoices and estimates to your customers (and dozens more accounting Actions) directly within Glances, now you can also edit and update them at your leisure!

These two new Glances Actions for editing invoices and estimates are automatically available for existing and new users, helping them to securely edit, update, and finalize these documents within Glances while working anywhere online. Take five minutes or take five weeks: whatever your invoicing workflow looks like, Glances is here to support you and your team in saving time and staying on task. Learn how you can get started below. 

Getting started with this new QuickBooks Action

Once you have connected QuickBooks with Glances, you will have access to a wide variety of QuickBooks Actions, such as creating customers, creating and sending invoices and estimates, creating new products and services, and many other multi-tasking functions.

How to edit a QuickBooks invoice or estimate

1. Navigate to a customer’s Glance by viewing upcoming invoices in My Daily Glances or searching for a customer and clicking into invoices

2. Find and click on any invoice to view more details

3. Click the Action menu in the top right corner

4. Select Edit QuickBooks Invoice

5. Enter or change details in the form fields

6. Click Update Invoice to save

Note: Follow the same process to find and edit QuickBooks estimates.

How this update helps

Outside of saving serious time and clicks on everyday tasks, below are some immediate benefits of using these new Glances Actions for QuickBooks:

• Ensure QuickBooks customer data remains up-to-date
• Avoid tab switching and losing focus to complete routine tasks
• Enable users to update data without direct access to main QuickBooks account
• Avoid double data entry and keep the accounting books clean
• Update QuickBooks data without navigating away from your preferred platform

Review a full list of available accounting Actions for QuickBooks on our support site.

Consider pre-filled forms to ditch data entry

Glances pre-filled forms take the magic of Actions to the next level by auto-completing forms on your behalf! Like having a personal workday assistant, this powerhouse feature enables you to spend less time on typing and data entry, which naturally reduces errors and the re-work needed to resolve them. From apps like monday.com and QuickBooks to your CRM of choice, this feature is compatible with loads of popular SaaS platforms and requires our mapping process to get started. See how it works in the video below.

Integrate all your apps and perform Actions, using Glances

Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect QuickBooks, monday.com, Stripe and more apps when you are logged in to your Glances account.

More helpful steps

Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.

If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.

Find more step-by-step articles with the latest information on our support site.