Full-Fledged QuickBooks And Salesforce
Integration
Improve Business Performance and Increase Efficiency by integrating Salesforce And QuickBooks without sacrificing functionality with Tally Integrations.
QuickBooks And Salesforce Integration
Same UI
Same Functionality
Dive in and send out. There’s no learning curve with Tally Integrations. Send out invoices directly from an Salesforce, using literally the same UI as you would in Quickbooks.
How it works
1
Sync Invoice Data, Products And Services, Customers and accounts
2
Charge A Credit Card, Debit Card Or, Set-Up Periodic ACH Payments
3
Send Estimates And Invoices
4
Create purchase orders
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.
