With Glances, you send data from monday to QuickBooks, such as creating QuickBooks invoices, estimates, customers, and sub-customers. We call these Actions.
These Actions are available by default in any Professional level plan.
With Glances, you can pre-fill data from monday into these Actions to reduce manual data entry, remove human error, and work more consistently across teams and departments. For example, in the image below a new QuickBooks customer is being created and the form pulls in column data, such as name, email, and phone number to automatically fill in the fields.
Here's how to map fields from monday to pre-fill your QuickBooks Actions:
- From within your monday board, click
on the column header.
- Scroll down to Column extensions and select Glances Mapping.
- A small window will pop up. Select the name of the QuickBooks field that corresponds to this monday column.
These fields will pre-fill for all QuickBooks Actions, from customers, estimates, invoices, and more.