QuickBooks

QuickBooks is a small business accounting software program businesses use to manage sales and expenses and keep track of daily transactions. You can use it to invoice customers, pay bills, generate reports for planning, tax filing, and more. With Glances, you can see QuickBooks data, such as invoices, estimates, sales receipts, and more as well as take Action, such as creating invoices, estimates, and customers.

Connection Requirements
Available Actions

Connection Requirements

To connect to QuickBooks, you will:

1. 1. Navigate to My Apps within your Glances dashboard and click the app's gear icon. (If you don't see the app you need, you can add it.)
   2. Click + to add a Team or Personal Connection.
   3. Enter your QuickBooks login credentials. (You must be a QuickBooks primary or company admin.)
   4. Click Sign In.

Once connected, you can search for QuickBooks data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.

Available Actions

Actions allow you to complete a task in another app directly from Glances.  See available QuickBooks Actions.