New Action: Update QuickBooks Customer Data Directly in Glances
Another go-to Action for QuickBooks users
Glances has been helping QuickBooks users save time and automate tasks across their various business apps that typically can’t be automated. Using this new Update QuickBooks Customer Action, Glances users with QuickBooks connected will have the ability to pull up a contact’s customer profile data from QuickBooks to then review, edit, and save any new information.
As usual, Glances Actions empower you and your team to handle this task (and many others) directly within Glances, so you can streamline workflows while continuing to work in your preferred platform or website.
Why should you care?
Outside of saving serious time and clicks on tedious tasks, below are some immediate benefits of using this new Glances Action:
✔️ 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
✔️ Update QuickBooks data without navigating away from your preferred platform
Review a full list of available accounting Actions for QuickBooks on our support site, such as creating customers, creating invoices and estimates, creating new products and services, and many other multi-tasking functions.
Getting started with this new QuickBooks Action
Once you have connected QuickBooks with Glances, you can click to open Glances anywhere online to access the Actions menu and start updating QuickBooks customers directly from Glances. Follow these next steps:
1. Navigate to a customer's Glance
2. From the customer view, click the Action menu in the top right corner
3. Select Update QB Customer
4. Edit the details you'd like to update
5. Click Update Customer to save
If you need to customize the customer profile fields that appear, please send in a request via our support site and our team will work with you. If you search for a contact and they do not have any existing customer profile data in QuickBooks, it’s not a problem. Simply choose the Create Customer Action from the Glances Action menu to get started.
Watch Video: Giving Teams Safe Access to QuickBooks Using Glances
What Actions can improve your daily workflow?
Did you know updating customers is possible for all Glances users because one of our customers requested it? If you have an action or function in mind for any of your apps connected with Glances that will make your workday simpler, we’re here for it. Use our Request an Action calendar to select a time to briefly discuss your current apps and needs with our team.
Integrate all your favorite 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 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.