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Jessica Biondo
/(Feature Updates, Glances How-tos)

Your pathway to set-it-and-forget-it accounting workflows

Our customers using monday.com and QuickBooks as part of their tech stacks are continually requesting new ways for how Glances can help streamline daily workflows and reduce tab-toggling frustration between this specific duo of apps. After we recently launched the ability to sync QuickBooks invoices to monday, we are thrilled to announce the latest data-syncing possibilities for QuickBooks with our powerful post-Action app updates feature.

Glances now fully supports syncing:

Automatically moving data between apps after you have performed accounting Actions within Glances has never been easier. Learn more about all Glances can do to make monday.com and QuickBooks work better together on our support site.

Also, check out the quick video below to delve into Actions and syncing back the data you choose, specifically for monday and QuickBooks users.

How to get started with this feature

For current customers, you can get started by checking which Glances pricing plan you are subscribed to. If monday.com and QuickBooks are your primary business apps, we’d recommend you select the Glances for monday.com & QuickBooks plan to have any available QuickBooks syncing options included. If you need to upgrade or switch plans at any point, check out this how-to article.

For new customers, get started with a free trial of Glances (no credit card required) and be sure to select the Glances for monday.com & QuickBooks plan to test out the syncing options. Love it? Do nothing and you’ll be prompted to make your Glances plan official after the trial ends. We also encourage you to schedule a personalized demo to see Glances in action!

Why sync QuickBooks data to monday.com?

Many customers rely on the flexibility of Glances for viewing data and performing Actions across various business apps, but our syncing feature offers next-level automation that moves your specified pieces of data. Unlike traditional two-way integrations that endlessly and unnecessarily sync data, Glances empowers you to choose what data is actually meaningful and necessary to move between apps. 

When you connect QuickBooks and monday with Glances, your invoicing processes are efficient and accurate while still offering:

  • Reduced Errors: Data is sent directly to and brought from QuickBooks, no mistypes or copy/paste mistakes.
  • Real-Time Updates: Balance and payments made on invoices are reflected immediately, reducing delays in communication.
  • Ease of Use: Teams can focus on sales and customers without juggling multiple apps or sources of data.

Whether you’re a small business or a large organization, Glances can be tailored to meet your unique needs. Are you ready to streamline your invoicing workflow and shave off hours of time, every workday?

Start your free trial today and check out Glances on the monday app marketplace.

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.