Hello community!
A client uses Quickbooks and I want to add Glances on Monday to connect the systems. Has anyone experienced it in the past and has any recommendations or dis-recommendations?
Thank you!
@ItamarS Hello! Have you tried the Integration for QuickBooks for your client?
It’s a marketplace app that connects your QuickBooks and monday.com accounts! Your client can enjoy a two-way sync between accounts and so much more.
Take a look at our app listing and try the free trial to learn more!
Hello @ItamarS
Glances
- Glance can be used to connect QuickBooks to Monday but with limited functionality like Create Estimates, and Invoice and they are adding additional actions. Basically, Glances works within the line item similar to the Updates, Email & Activities section.
Platform Pioneer : monday.com: Apps Marketplace
- Instead, we can use Platform Pioneer, a marketplace application that provides two-way sync between Monday and QuickBooks Online on invoice creation and customer data.
- The app comes with a 14-day free trial and the pricing details can be found here - https://view.monday.com/5336659442-260cfe922fb4d0740e37f1088c62d4f2?r=use1.
Custom Integration through MAKE (Integromat) - https://www.make.com/en/register?pc=makeregistergs
- Custom workflow can be built based on the client’s requirements.
- MAKE provides complete control over most of the QuickBooks Online fields.
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Hello @ItamarS!
Our team just ran into this comment via a Google search, so first, our apologies for the late response, but we did want to update you on the latest features Glances offers for connecting monday with QuickBooks. Glances Actions empower users to perform tasks for QuickBooks (and other apps) directly in the monday platform (or anywhere else online):
- Create and send QuickBooks estimates and invoices
- Add new products or services as line items for QuickBooks
- Create new customers and sub-customers, plus update existing ones
- Convert QuickBooks estimates to invoices
- Give teammates accounting insights and Actions without direct access to QuickBooks
- Enjoy unlimited QuickBooks Actions with no monthly caps!
Post-Action app updates are a new feature (2024) that ensure specific data events that happen following completed Actions are then updated and displayed in your app of choice. This blog article with video goes into detail.
Glances also supports multiple app account instances (great for teams managing accounts for clients or businesses with multiple brands, teams, etc.).
Need to keep your accounting data safe, clean, and only viewable by certain team members? Glances allows admins to specify who can view what data on a team using personal connections.
We welcome any other questions if you have them - get in touch on our monday listing page or email support at glances dot com.