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Heidi Washington
/(Glances How-tos, Videos)

Finally say goodbye to slow invoice creation. Create QuickBooks invoices, estimates, customers, and more using Glances. Compatible across your workplace apps, but today we'll show how it works within monday.com.

Find out how Glances Actions can help maximize your workflows in our video below. You can also get help with connecting apps on our support site.

Watch Video: Create QuickBooks Invoices in Less Than 30 Seconds!

Read Full Transcript

Want to create a QuickBooks invoice in less than 30 seconds. Watch this:

From within monday.com, click into the item view for the customer whose invoice you want to create. Click their name and use the Actions menu to select Create a QuickBooks Invoice.

If you’re using our pre-filled forms feature, we can build the invoice for you using mapped monday fields, otherwise, select the products or services you’d like to include. Click Create Invoice

Success! And with time to spare. Visit glances.com to learn more.

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. 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.