Your Fastest Way to View Realtime QuickBooks Data Using Any Other App
Access QuickBooks data when and where you need it, using Glances
Helping small to mid-sized businesses easily manage their sales, transactions, payments, and overall accounting needs online, Intuit QuickBooks has earned its spot as a leading and trusted platform. If you are a professional currently using QuickBooks (or considering it), you can accomplish more during your workday with the ability to view your accounting data while working in any app outside of QuickBooks, all made possible by the Glances no-code integration platform now available on the QuickBooks App Store. Glances also empowers you to work in your other business apps like Intercom, Mailchimp, Zendesk, Slack, or any tool in your SaaS stack to view crucial information. Finding the big-picture data you need across multiple apps has never been this quick and convenient!
When QuickBooks is connected to Glances, you can effortlessly glance at the following data categories within any app, platform, or webpage you are working in:
- List of QuickBooks invoices per contact
- List of QuickBooks estimates per contact
- List of QuickBooks payments per customer
- List of QuickBooks projects per customer
- List of QuickBooks invoices for specific project, per contact
3 immediate ways to view QuickBooks data using Glances
Glances acts as your go-to hub for viewing data across all apps, unifying your once-siloed information so you can feel more organized, crush productivity, and get back in control of your workday goals. Below are the 4 major pathways for using Glances to access your QuickBooks accounting data from various apps and platforms in one simplified view, in the way that works best for you:
1. By Browser
Once the browser extension is installed and you have connected your favorite apps, Glances will stamp a data point, such as an email address, that displays on the webpage you are viewing. To see data associated with that email, click the stamp. Alternatively, you can use the Glances widget in the corner of the page to see relevant data, including the ability to search by any name or email address. Consistent with the Glances web app, you will also see the My Daily Glances tab, which shows your personal tasks data across apps, such as: upcoming meetings, to-dos, and much more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just QuickBooks
You already depend on QuickBooks every day for accounting, but we realize you likely spend a lot of time in other platforms important to your job. Whether you use Salesforce, Shopify, Monday.com, Google Drive, or any other combo of popular applications, we understand that finding customer information within various systems is a huge, time-consuming struggle. Glances brings your favorite online apps together, securely showing your data in a single view from whatever app you are using.
Try Glances with QuickBooks (and all your apps!) to take back control of your workday
Start your free trial to connect your everyday apps and access your data in one easy click, from whatever webpage you are on. If you already use QuickBooks, you can get it connected to Glances by finding the QuickBooks app when you are logged in to your Glances account.
More helpful steps
Schedule a demo to see the awesome benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.