The #1 QuickBooks and Salesforce integration
Tally connects QuickBooks Online with Salesforce so your team can create invoices, estimates, purchase orders, sales receipts, refunds, bills, and CC/ACH payments — all from one screen, synced bi-directionally in real time. No double entry. No learning curve.
One integration. Two systems of record. Perfectly in sync.
Send invoices without leaving the record.
Generate and send QuickBooks invoices from any Salesforce object using the same UI your team already knows. Set the terms — Salesforce does the rest.
- Invoice from Opportunities, Accounts, or any custom object.
- Line items, taxes, and terms sync in real time, both directions.
- Every action posts straight to QuickBooks Online — no double entry.
Get paid by card or ACH, in one tap.
Accept credit card and ACH payments through QuickBooks Payments, surfaced right inside Salesforce. Payments reconcile themselves so your AR is always accurate.
- Visa, Mastercard, Amex, Discover, and ACH bank transfers.
- Auto-reconciled back to the invoice in QuickBooks.
- Customers pay from a secure link — no portal friction.
Quotes that turn into approved revenue.
Generate estimates from Salesforce, send them for approval, and watch approvals flow back automatically — then convert them into invoices without re-keying a thing.
- Create estimates in a few clicks from Salesforce.
- Approvals reflect back in Salesforce as approved.
- Convert approved estimates straight into invoices.
Let the busywork run itself.
Tally automates invoices, estimates, sales receipts, purchase orders, payments, and refunds — all driven by the Salesforce rules and flows your team already uses.
- Trigger billing actions when deals reach the right stage.
- From estimate to invoice to payment to refund — automated.
- Fewer manual steps means fewer mistakes.
What syncs between QuickBooks and Salesforce
Tally keeps both systems of record in lockstep — automatically, within seconds, no double entry.
QuickBooks → Salesforce
- Invoices marked Paid, Partially Paid, and Void update in Salesforce
- Updated QuickBooks customers, products, and inventory sync within seconds
- Payment status and balances stay accurate on every record
Salesforce → QuickBooks
- New invoices, estimates, and customers created in Salesforce post to QuickBooks
- Approved estimates auto-send invoices — QuickBooks won't, Tally will
- Custom fields and tax rates carry through every document
One platform for your entire revenue cycle
From the first estimate to the final payment — invoicing, payments, automation, and everything between, all inside Salesforce.
Free installation
Tally handles installation and configuration of your QuickBooks–Salesforce integration at no extra cost.
Secure by design
Control user access with Salesforce permission sets — lock down who can view, save, or send.
Support inside Salesforce
A 1-hour email SLA plus live chat, tickets, and docs — all from your Salesforce dashboard.
Loved by finance teams on the AppExchange
“Tally has been a game-changer for our revenue operations. We went live in under a week and it's been rock-solid from day one. No more double entry — the sync is bi-directional, so it's a single source of truth for billing status inside Salesforce. Support has been exceptional.”
“There's not much more you can say besides WOW. It does everything extremely well, quickly and intuitively. It by and large feels like it's just part of Salesforce because it just works. We evaluated bigger-name solutions but found Tally more robust — and the support is by far the best out there.”
“We've used Tally for 2 years to connect Salesforce with QuickBooks and it's been a game changer. We generate invoices, estimates, purchase orders, and more — all without leaving Salesforce. Saved us time and reduced manual-entry errors. Their support team is responsive and helpful.”
“Tally's QuickBooks–Salesforce integration is a game-changer. The tool works seamlessly, keeping data in sync effortlessly. As a consultant, I truly appreciate partners like Tally who make complex integrations easy. Can't recommend enough.”
“Tally has exceeded my expectations. After a long search, I finally found the right fit. It streamlined our workflow significantly — eliminating the hassle of switching between platforms and simplifying invoice management in Salesforce. Highly recommend!”
“There is no way you can't give Tally 5 stars — total game changer and works seamlessly. Added bonus: the entire development team works fast, efficient, and is super friendly!”
Ready to unify QuickBooks and Salesforce?
Unify your QuickBooks experience directly from your Opportunities in Salesforce.