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Heidi Washington
/(Glances How-tos, Videos)

Tired of juggling between multiple tools to manage your workflow? We get it: running a business is no easy task.

Glances is 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.

During your onboarding call, we’ll work with you to:

  • Connect QuickBooks: We’ll walk you through connecting QuickBooks and other favorite workplace apps, if needed.
  • Configure Mappings: We’ll set up custom mappings for invoices, estimates, and more so that you create new QuickBooks records without retyping or copy/pasting from one platform to the other.


Click to schedule a call or reach out to us at support@glances.com. You can also get help with connecting apps on our support site.

Watch Video: QuickBooks and monday.com Onboarding Overview

Read Full Transcript

Tired of juggling between multiple tools to manage your workflow? We get it: running a business is no easy task.

Glances is 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.

But here’s the thing, we’re not just about flashy features and efficient processes. We’re about ensuring your success every step of the way.

Whether you’re incredibly tech savvy or you’re still learning how to program a new ringtone, we’re here to help. Our personalized onboarding experience provides you with powerful tools and the knowledge you need to put them to use.

During your onboarding call, we’ll work with you to:

  • Connect QuickBooks: We’ll walk you through connecting QuickBooks and other favorite workplace apps, if needed.
  • Configure Mappings: We’ll set up custom mappings for invoices, estimates, and more so that you create new QuickBooks records without retyping or copy/pasting from one platform to the other.


Your onboarding call is included in your free trial. Using Glances for QuickBooks helps you save up to 20 minutes per task and make fewer mistakes. We’re not just another software company, we’re your partners in success.


Click to schedule a call or reach out to us at support@glances.com. You can also get help with connecting apps on our support site.

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.