Once you connect QuickBooks as a connected app within Glances, you will have access to create and send QuickBooks estimates.
Here's how to get started sending a previously created QuickBooks estimate:
- Navigate to a customer's Glance.
- Find and click on the estimate you would like to send.
- Click the action menu in the top right corner.
- Select Send QuickBooks Estimate.
- Add the email address of the recipient.
- Click Send Estimate.