Add Glances to monday.com – Glances

We've added Glances directly to monday.com so you can view Glances from within your Item View.

From within monday.com navigate to apps marketplace.
Search for and click on Glances (for QuickBooks users, select QuickBooks Integration by Glances.)
Click Add to your account.
Click Install.
Click Use App.
Select the workspace and board you'd like Glances to work on and click Use feature. You'll then be asked to schedule a call with our team to for a personalized onboarding call. You can also get started before the call using the steps below.

Get Started Right Away

If you want to get started before your scheduled onboarding call, you can do that as well! Follow the steps below:

Navigate to glances.com to reset your password. We've already created an account for you, so use the email address that you use for monday.com.
Log in to glances.com. You'll be walked through our onboarding process that allows you to connect QuickBooks and monday.com.
Once you connect QuickBooks, navigate back to monday.com, refresh the page, and navigate to Glances. You'll now be able to search for a record to see data from QuickBooks and take Action, such as creating estimates and invoices.

If you get lost along the way, reach out to us at support@glances.com and we'll be happy to help.