QuickBooks Integration by Glances

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  "description": "<p><strong>Streamline Accounting Workflows, Reduce Errors, Save Time&nbsp;</strong></p><p><strong>&nbsp;</strong></p><p>Tired of toggling between&nbsp;monday.com, QuickBooks, and your other apps to get work done? Need to keep certain<em>&nbsp;</em>teammates out of QuickBooks? Glances empowers you to&nbsp;<strong>complete daily invoicing tasks in seconds</strong>&nbsp;and ensure the books stay clean, all without navigating away from monday! Glances also securely delivers a 360-degree view of your customers’ accounting data while working directly in monday or anywhere online. There’s zero need for coding or expensive integration work.</p><p><strong>&nbsp;</strong></p><p><strong>Flexible: Supports Your Existing and New Boards</strong></p><p><strong>&nbsp;</strong></p><p>Glances works seamlessly with your existing customer and deal boards, directly from an item or sub-item view. If you use a different monday workflow or need help creating one, our team can work with you to implement best practices based on our experience. <strong>Monday customers have cut workflows by two-thirds</strong>&nbsp;<strong>using these powerful Glances Actions for QuickBooks</strong>:&nbsp;</p><p><strong>&nbsp;</strong></p><ul><li>Create and send QuickBooks estimates and invoices</li><li>Add new products or services as line items for QuickBooks&nbsp;</li><li>Create new customers and sub-customers, plus update existing ones</li><li>Convert QuickBooks estimates to invoices</li><li>Give teammates accounting insights and Actions without direct access to QuickBooks</li><li>Enjoy unlimited QuickBooks Actions with no monthly caps!</li></ul><p>&nbsp;</p><p><strong>Launch into Success</strong></p><p><strong>&nbsp;</strong></p><p><strong>As part of your&nbsp;</strong><a href=\"https://glances.com/apps/monday?utm_source=monday&amp;utm_medium=MarketListing&amp;utm_campaign=Marketplaces&amp;utm_content=cobrand\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>free Glances trial</strong></a>, our team offers a hands-on approach to help you connect and get started creating and managing invoices, estimates, customers, and more!</p><p><strong>&nbsp;</strong></p><p><strong>1. Install Glances</strong>&nbsp;by clicking the “Add to Your Account” button above. Watch&nbsp;<a href=\"https://www.youtube.com/watch?v=jX30cvb5GT4\" rel=\"noopener noreferrer\" target=\"_blank\">how-to video</a>&nbsp;or read&nbsp;<a href=\"https://support.glances.com/hc/en-us/articles/4411806430733-Add-Glances-to-monday-com\" rel=\"noopener noreferrer\" target=\"_blank\">support article</a>.&nbsp;</p><p><strong>&nbsp;</strong></p><p><strong>2. Look for welcome email</strong> (after install) and schedule&nbsp;<strong>free onboarding call </strong>to connect apps and discuss custom mapping options.</p><p><br></p><p><strong>3.</strong>&nbsp;Not ready to install?&nbsp;<a href=\"https://calendly.com/glances/glances-intro?utm_source=mondaymarketplacelisting\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Schedule demo</strong></a>.</p>",
  "short_description": "Make monday.com, QuickBooks, and all your apps work together",
  "compliance_answers": [
    {
      "questionId": 1,
      "shortAnswer": true,
      "detailedAnswer": "Customer data is stored in our database. We logically segregate the data by using customer IDs that is enforced in the code."
    },
    {
      "questionId": 2,
      "shortAnswer": true,
      "detailedAnswer": "We routinely check for application and server updates. If an update is needed, we schedule and perform the needed update. Critical and High vulnerabilities are top priority and fixed as soon as possible."
    },
    {
      "questionId": 3,
      "shortAnswer": true,
      "detailedAnswer": "If we have a security breach, we will email monday.com."
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    {
      "questionId": 4,
      "shortAnswer": true,
      "detailedAnswer": "We use CSRF tokens on web requests and they must be validated for the request to continue on the backend."
    },
    {
      "questionId": 5,
      "shortAnswer": true,
      "detailedAnswer": "User request data is never trusted. All request data is sanitized, validated and used safely."
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    {
      "questionId": 6,
      "shortAnswer": true,
      "detailedAnswer": "We are a four person company, but only myself (CTO) and the CEO have access to customer data."
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    {
      "questionId": 7,
      "shortAnswer": true,
      "detailedAnswer": "We use multi-factor auth in our admin system."
    },
    {
      "questionId": 8,
      "shortAnswer": true,
      "detailedAnswer": "We do not log PII in our general logs. The only logs that contain PII are our debug logs. After a debugging session is complete, the debug logs are deleted."
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      "questionId": 9,
      "shortAnswer": true,
      "detailedAnswer": "Yes, in our Model classes we explicitly choose which fields are allowed for mass assignment, also each controller endpoint explicitly retrieves the parameters that are needed for the endpoint."
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      "detailedAnswer": "We do not have any redirects or forwards."
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  "created_at": "2020-10-26T14:11:33.000Z",
  "updated_at": "2025-06-03T08:22:52.127Z",
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