Create QuickBooks Invoice

Once you connect QuickBooks as a connected app within Glances, you will have access to create QuickBooks invoices directly from the Glances app, browser extension, mobile, or workplace app.

Here's how to get started:

1. Navigate to a customer's Glance.
2. From the customer view, click the Action menu in the top right corner.
3. Select Create QuickBooks Invoice.
4. Select and edit relevant fields, such as description, unit price, quantity and more.
5. Click Create Invoice to save.

This new invoice will now appear in QuickBooks, as well as the list of QuickBooks invoices for the contact within your Glances view.