Real User Stories: Agency’s QuickBooks Invoicing Bottleneck Finally Ends
Welcome to another workplace tale from our user stories series! We are intentionally creating a space on our blog to share real customer feedback in anecdotal form, much more personal and casual than our case studies. It’s the helpful commentary we hear during product demos and receive over email or Slack messages. Sometimes prospects are amazed at what Glances can do. Sometimes current clients drop wows (and even F-bombs!) when multi-step workflows are simplified. And other times, we are honest about not being the best fit for a customer if we cannot 100% meet their unique needs.
Join us on the journey and if you have your own user story to share, we’d love to hear from you.
Today’s user story: Client invoicing gatekeeper wants to break free
In today’s story, an executive within a small web development agency found themself as the unfortunate gatekeeper for creating QuickBooks estimates for clients since they held secure access to the company’s core account. This bottleneck meant team members had to solely rely on them to generate estimates, slowing down project timelines and overloading their schedule. With each teammate juggling multiple roles to get daily tasks done, efficiency for this business was a crucial need.
Additionally, the agency’s clients had varying hourly rates, requiring the creation of new QuickBooks customers and tailored estimates—a process that was cumbersome and time-consuming in its current state. The team also faced challenges toggling between Freshdesk and monday.com to manage support tickets and lacked streamlined access to client documents stored in Google Drive. Managing multiple apps and sluggish processes had this team frustrated and searching for a better solution, so they found Glances online and set up a demo for help.
The review and remedy
Following the meeting and uncovering this customer’s unique challenges, Team Glances got to work connecting their various business apps and setting up user-friendly features to make the most out of their QuickBooks processes. By integrating Glances into their workflow, this web agency was able to:
Empower Team Members
By setting personal connections and roles within Glances, team members can now create QuickBooks customers and generate estimates directly from monday.com without needing direct access to the QuickBooks account. This autonomy accelerates the estimation process and reduces the executive’s workload and bottleneck issues.
Automate Data Mapping
Glances automatically maps client-specific hourly rates to product prices in QuickBooks, ensuring accurate and consistent estimates without manual data entry and re-work from mistakes.
Unify Support Ticket Management
Glances enables teammates to view Freshdesk tickets while working in monday.com or anywhere online, eliminating the need to switch between platforms and providing a cohesive view of client interactions.
Enhance Document Access
Using Glances, the team can effortlessly access client-related documents stored in Google Drive directly from their primary workspace, streamlining collaboration.
With a quick and painless setup (unlike traditional integrations), Glances proved to be the perfect fit, meeting the agency’s needs for connected platforms, more efficient processes, accurate invoicing, and scalable access for employees.
By bridging the gaps between their essential tools, the Glances no-code integration platform gave individual teammates their autonomy back, alleviated the executive’s workload, and set the stage for continued growth.
Learn all Glances can do for monday.com and QuickBooks on our support site and how it compares to other integration products on the marketplace. You can also watch the quick video above to delve into Actions and syncing back the data you choose, specifically for monday and QuickBooks users.
If you are new here, Glances can securely connect with any business platform that has an API, so the options for viewing data, performing Actions, and syncing the data you choose across your collective apps is wide open.
Glances makes monday and QuickBooks work together, better
By harnessing the strengths of both monday and QuickBooks through Glances, your business can achieve a smoother, more integrated billing process. Our unique data-mapping methods can be applied not only to invoices and estimates, but also for customer creation in QuickBooks and other app Actions, such as Stripe or Xero.
To put mapping into place, schedule a quick call with our team using the link below. We’ll review your process, capture details on the field data you need, and get to work.
Click to schedule an onboarding call or reach out to us at support@glances.com.
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.