QuickBooks: Send Estimate

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:

1. Navigate to a customer's Glance.
2. Find and click on the estimate you would like to send.
3. Click the action menu in the top right corner.
4. Select Send QuickBooks Estimate.
5. Add the email address of the recipient.
6. Click Send Estimate.