Frequently asked questions
Everything you need to know about getting started with Tally. Can't find an answer? Our team is one message away.
Tally is a QuickBooks and Salesforce integration. It lets your team send invoices, estimates, and sales receipts, run recurring billing, and process credit card and ACH payments directly inside Salesforce — using the same UI you already know from QuickBooks Online, with data synced bi-directionally.
Tally works on Salesforce Professional, Enterprise, and Unlimited editions.
Because Salesforce is a cloud solution, Tally requires the Online (Cloud) edition of QuickBooks. If you're using QuickBooks Desktop but would like to learn more, contact our team.
No. Tally keeps QuickBooks and Salesforce in sync, so invoices, payments, and balances stay consistent across both — without manual double entry.
Customers can pay by credit card (Visa, Mastercard, American Express, Discover) or ACH bank transfer, processed through QuickBooks Payments and surfaced inside Salesforce.
Book a demo or reach out to our team. We'll walk you through how Tally fits your QuickBooks and Salesforce setup and help you get connected.
Ready to get started?
Unify your QuickBooks experience directly from your Opportunities in Salesforce.