Here's how to get started:
- Navigate to a customer's Glance.
- From the customer view, click the Action menu in the top right corner.
- Select Create QuickBooks Invoice.
- Select and edit relevant fields, such as description, unit price, quantity and more.
- 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.