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Replying to:
JasonGlances
Level 1
‎January 31, 2023 05:11 AM

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Connecting QuickBooks to monday.com is a common use-case for our users. Typically, someone needs access to QuickBooks while in monday.com to view invoices, estimates, etc or create new invoices, etc, but without direct access to QB so that the books stay pristine.

 

Here is a quick 1 min overview of how Glances does that: https://www.youtube.com/watch?v=9j3Rjf7QlwY

 

No-risk, easy to start using solution.

Create QuickBooks Estimate in Monday.com
Create QuickBooks Estimate in Monday.com
youtube.com/watch?v=9j3Rjf7QlwY
Glances is a powerful tool that allows you to complete tasks across apps without leaving your preferred workspace. This video will show you how to create a QuickBooks Estimate directly from monday.com. See more at glances.com or reach out at support@glances.com.
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