To keep estimations organized and easy to manage, you’ll want to create a dedicated Estimates board. Glances will use this board to pull back estimate data from QuickBooks into monday.com.
From your monday.com account, create a new board titled Estimates. This board will hold all your estimate details, such as estimate #, total, date, and more.
Add the required fields noted below to your board:
| Field Name | Field Type | Description |
|---|---|---|
| Status | Status |
Track the current state of each
|
| Customer | Text | The customer name or business the estimate is billed to. |
| Estimate # | Text | The unique estimate identifier or number. |
| Total | Number | The total amount of the estimate. |
| Date | Date | The date of the estimate. |
Once you’ve added all your fields, your board should look similar to this example: