Full-Fledged QuickBooks And Salesforce
Integration
Enhance your workflow with seamless QuickBooks and Salesforce integration. Automate processes, sync data, and boost productivity in one unified platform.
QuickBooks And Salesforce Integration
Same UI
Same Functionality
Dive into seamless invoicing with Tally’s QuickBooks and Salesforce integration. There’s no learning curve—send invoices directly from Salesforce using the same intuitive UI you’re familiar with in QuickBooks. Simplify your workflow, eliminate the need to switch between platforms, and manage your financials with ease. Tally’s integration ensures a smooth, efficient process that enhances productivity and keeps your business running smoothly.
Send Invoices Without leaving your desired object.
Tally’s flexible invoice platform allows reps to fully customize, control, and automate how a customer is billed.
Set your terms; Salesforce does the rest!
Recurring Invoicing
Give Customers full flexibility to define their own Billing Frequency, and Term Length, of a Recurring Billing sequence. Set your terms and preferences. Tally does the rest!
Process CC & ACH Payments without leaving Salesforce
Tally accepts Credit Cards and ACH payments with QuickBooks Online. Customers can pay using Mastercard, Visa, American Express, and Discover.
Estimates
Estimates, invoices, or whatever you want to call them, Tally’s QuickBooks And Salesforce Integration makes it easy! You can manually generate estimates from Salesforce, and if those estimates get approved by your customer, they will reflect in Salesforce as approved.
