The Future Of Invoicing.

Improve Business Performance and Increase Efficiency by integrating QuickBooks and Salesforce without sacrificing functionality.

Our platform

Same UI
Same Functionality

Dive in and send out. There’s no learning curve with Tally. Send out invoices directly from an opportunity, 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 The Opportunity

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! 

Change Billing Contacts
On The Fly

It takes two clicks to change your Primary Billing Contact without leaving the Opportunity or the Invoice page. Changing the Primary Billing Contact will re-populate your invoice with the updated contact information for faster Invoice generation.

If contact information is updated in Salesforce, it will automatically update the contact information in Quickbooks. 

Invoices Nested in your Account for Future Reference

All Invoices sent with opportunities related to the account are nested in the account object for your reference.

Ready to get started?

Unify your Quickbooks experience directly from your Opportunities in Salesforce.

Libero nibh at ultrices torquent litora dictum porta info switch@info.com

Getting started is easy

Start connecting your payment with Switch App.