QuickBooks: Create Invoice

Once you connect QuickBooks as a connected app within Glances, you will have access to create QuickBooks invoices directly from Glances.

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. If needed, you can also create a new product or service directly from here as well. (Note: The ability to add Shipping and VAT/Tax will also appear when activated within QuickBooks.)
5. Click Create Invoice to save.

This new invoice will now appear in QuickBooks.