Once you connect QuickBooks as a connected app within Glances, you will have access to update QuickBooks customers directly from Glances.
Here's how to get started:
- Navigate to a customer's Glance.
- From the customer view, click the Action menu in the top right corner.
- Select Update QB Customer.
- Edit the details you'd like to update. (Note: if you need to customize the fields that appear, please reach out to us at firstname.lastname@example.org.)
- Click Update Customer to save.