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Heidi Washington
/(Glances How-tos)

Tired of juggling between multiple tools to manage your work?

We get it. That’s why we created Glances to be your secret weapon for dream workflows. If you’ve seen Glances in action, like when we created a QuickBooks invoice in less than 30 seconds or reduced errors from manual data entry, you’ve no doubt seen how Glances can seamlessly work with monday.com and QuickBooks. Glances works with your existing customer and deal boards (both built-in boards or your custom creations) so we can accommodate your preferred structure.

Glances offers specialized onboarding for monday.com and QuickBooks users

We're here to help you through every step

But Glances isn’t just about flashy features and efficient processes. We’re dedicated to your success every step of the way, which is why we’re offering a personalized onboarding experience for monday.com users looking to connect QuickBooks with Glances. Onboarding will walk you through all the steps needed for a great workflow, from connecting and customizing to ensuring you’re confident creating customers, invoices, and estimates with ease. We start this experience with an individualized onboarding call (see links below to schedule time with us).

Use Glances to view Zendesk data alongside data from your other business apps while working anywhere online.

What to expect during your onboarding call

  • Learn About Your Work: Each business is unique so we’ll chat about yours to learn what you do and what you need. Understanding your process and requirements helps us configure Glances.
  • Install Glances: Adding Glances to the item view allows you quick access to all your data and enables you to take Action with ease.
  • Connect QuickBooks: We’ll walk you through connecting QuickBooks and other favorite workplace apps, if needed.
  • Configure Mappings: We’ll set up Glances to pre-fill relevant data into invoices, estimates, and more so that you create new QuickBooks records without retyping or copy/pasting from one platform to the other.

Why onboarding matters

Your onboarding call is included in your free trial. We believe in your success from the very beginning. Using Glances with monday.com and QuickBooks helps you save up to 20 minutes per task and make significantly fewer mistakes. This efficiency not only boosts productivity but also ensures accuracy and reliability in your workflows.

We’re not just another software company, we’re your partners in success from the start of your trial and every day thereafter. Discover how Glances can elevate your productivity.

Click to schedule an onboarding call or reach out to us at support@glances.com.

Glances makes all your business apps work together

Glances securely connects all of your business apps, empowering you and your team with a 360-degree view of customer and personal data while working anywhere online. Built with patented, no-code technology and backed by 5-star support, Glances has reimagined software integrations with all of the convenience and none of the data-syncing, downtime, and maintenance costs. You can find and connect support software like monday.com, QuickBooks, Intercom, and many others when you are logged in to your Glances account.

Start your free trial today.

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.