Seamless Synergy

Elevate Your Business with QuickBooks Integration for Salesforce

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FAQs

Have Questions? We have answers!

Wha is the installation process like?

Once signed up, our installation team is promptly notified to reach out to you. Our service level agreement (SLA) for completing installations is 2 business days. More often than not, you’ll be up and running within a day!

Tally works on all Salesforce editions, including but not limited to Salesforce Professional, Enterprise, and Unlimited Edition.

 

Since Salesforce is a cloud solution, we do require our customers to be on the “Online” (Cloud) Edition of QuickBooks. If you’re using QuickBooks Desktop but are interested in learning more, please contact your Sales Representative.

For Tally – Basic Edition, there is an upfront installation cost of $1,000. However, installations for Tally – Growth and Tally Scale are free of charge.

Do I Get Free Updates

 

Our Development team is always working to improve our set of features. Once finalized, we embed those features into your Environment, free of charge and with no additional configuration work required.

 

With multiple employees operating in over 4 countries, our team offers 24/7, “round the clock” support. One of our dedicated Support Reps will respond to all high priority support queries within 2-hours.

 

On installation, a tab in Salesforce is created with several training videos for your reference. Contact your sales rep if you would like to learn more.

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Unify your Quickbooks experience directly from your Opportunities in Salesforce.