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. 

Salesforce And Quickbooks Integration

How it works


Sync Invoice Data, Products And Services, Customers and accounts


Charge A Credit Card, Debit Card Or, Set-Up Periodic ACH Payments


Send Estimates And Invoices


Create purchase orders

Send Invoices Without leaving The 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.

Ready to get started?

Unify your Quickbooks experience directly from Salesforce.

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Getting started is easy

Start connecting your payment with Switch App.