Integrate Salesforce with QuickBooks
Integrate Salesforce and QuickBooks within minutes so you can see your real-time data from wherever you are browsing and perform actions such as creating invoices without having to switch apps.
How Glances does it
Working within your browser, Glances is your go-to hub for information. Highlight any text on a page and open Glances to view customer insights, know personal tasks, and perform time-saving actions within QuickBooks and Salesforce – or any of your favorite business apps.
Glances is your go-to hub for customer insights and personal tasks
Searching for information across web apps wastes time and drains your productivity daily. We built Glances to securely connect all of your apps and provide a simplified view of the data you need in real time – no coding necessary. Glances works on any webpage you visit and within any app you use, so you and your team can accomplish more every day.
Activate Glances in 5 minutes
Save your team countless hours
Get started now by clicking the button below
What our customers say
In Client Case Study: Responsival, Responsival shares that they realized it was time to scale the way they accessed information across various apps and platforms.
Responsival found Glances as THE solution that would enable their team to view customer data quickly and from a single source of truth.
Glances is hands down the easiest to use, and simplest integration app for our needs. Not to mention their team is highly responsive, and great to work with. I’d highly recommend this company!
President & CFO
Free trial, no credit card required to start
Finish tasks faster with actions for QuickBooks and Salesforce
Quickly perform actions related to one app while working in another, such as creating invoices and estimates, sending documents, and more. Simply click the Actions menu in Glances to see the available options and start crushing your to-dos, saving up to 20 minutes per task.
Voilà! Do it all in one convenient view
The more apps you add, the more data you can glance at
Free 14-day trial
No credit card required
Close more tabs, save more time!
Stop Tab Switching
Stay focused on whatever you are working on. Need to know something important about what you are working on, but it is in another system? Use Glances to view it right now to avoid painful app switching.
See What Matters
See what matters to you right here, right now. Whether working on a support case, a new lead, or anything else, glance at any emails, invoices, notes, etc residing in some other app when you need it, right now.
Reduce License Costs
Not every user in your company needs to log into each and every one of your applications. Save on licensing costs by giving them just the insights they need with Glances.
Welcome to Glances - Your go-to hub
Questions You May Have
Do I need to write code?
Thank heavens, no! All you do is log into your apps to connect them and we handle the rest. It’s what the hipsters are calling a “no code” solution to your integration needs.
How is our data stored?
We do not store data from your apps. When a Glance is displayed it is pulling information in real-time directly from your applications and displaying it in the Glance view. Only the minimally required information to connect to your applications is encrypted and stored.
Where can Glances be used?
In your favorite browser (Chrome, Firefox, Microsoft Edge, Brave), on your desktop (OSX, Windows)
How do I request an app addition?
Let us know what applications you want added by clicking on the Help button in the lower right corner of the page.
Is it as complicated to set up like other integrations?
It takes just minutes to set up. Why? Glances greatly simplifies what integrations are well known for: complexity and time consuming configuration. Since we are not moving data back and forth between multiple systems we avoid all of the error prone failure points that give integrations a bad name.
Do I need to pay or use a credit card to try it out?
No credit card is needed to start a trial. We want you to see for yourself how this is a game changer for how you work.
Does Salesforce integrate with QuickBooks?
Yes! See data and perform actions across both apps
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
Available Salesforce Glances
Available QuickBooks Glances
Available QuickBooks Actions
Create QuickBooks Invoice
Send QuickBooks Invoice
Create QuickBooks Estimate
Create QuickBooks Customer
Create QuickBooks Sub-Customer
Duplicate QuickBooks Invoice
Get QuickBooks Products
Have questions before getting started?
We support more than just Salesforce and QuickBooks
Connect any of our supported apps and instantly see your customer data in QuickBooks.