QuickBooks: Edit an Invoice

Once you connect QuickBooks within Glances, you will now have access to create and send QuickBooks invoices. Should your workflow require, you can also edit an invoice.

Here's how to get started converting an estimate to an invoice:

1. Navigate to a customer's Glance.
2. Find and click on the invoice you would like to edit.
3. Click the Action menu in the top right corner.
4. Select Edit to QuickBooks Invoice.
5. Make any updates to the invoice as needed.
6. Click Update Invoice.