Features

The complete QuickBooks and Salesforce integration

Tally turns Salesforce into a full billing system powered by your QuickBooks Online data — invoicing, payments, recurring billing, and a dozen more capabilities, all in perfect sync.

Every step of the way

Supporting you, start to finish

Free installation

Tally handles the installation and configuration of your Salesforce–QuickBooks integration at no additional cost.

Secure

Control user access and permissions in Salesforce. Lock down specific features and data so only authorized users can view or modify sensitive information.

Swift assistance

A 1-hour SLA on email support, plus near-instant help through chat right inside Salesforce.

Core features

Your full revenue stack, inside Salesforce

Ten capabilities that turn Salesforce into a complete billing system.

Invoicing

Create, edit, and send QuickBooks Online invoices straight from the Salesforce record your reps already live in — same UI, zero double entry.

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Recurring Invoicing

Let customers define their own billing frequency and term length. Set it once and Tally generates and delivers every QuickBooks invoice on schedule.

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Payment Processing

Accept CC and ACH payments through QuickBooks Payments — Visa, Mastercard, American Express, Discover, and bank transfers — right from Salesforce.

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Estimates

Generate QuickBooks estimates from Salesforce, sync approvals back automatically, and convert them into invoices without re-keying a thing.

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Sales Receipts

Record paid-in-full transactions and issue sales receipts directly from Salesforce, posted straight to the right QuickBooks income account.

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Purchase Orders

Build purchase orders and push them to QuickBooks — or automate a separate PO for every vendor on an order in one click.

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Automation

Automate invoices, estimates, sales receipts, purchase orders, payments, and refunds — driven by the Salesforce rules and flows your team already uses.

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Class Tracking

Tag every transaction with the right QuickBooks class as it syncs from Salesforce, so your P&L stays segmented and clear.

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Custom Fields

Sync custom fields bi-directionally so the data your team depends on travels with every invoice, estimate, and payment.

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Custom Tax Rates

Apply the correct custom tax rates automatically as invoices and estimates sync to QuickBooks — no manual math, no compliance risk.

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Data Migration

Migrate and map your existing QuickBooks and Salesforce data so you go live fully connected — with your history intact.

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One dynamic interface

Create everything from one screen

Create, edit, and resend invoices, estimates, recurring invoices, purchase orders, sales receipts, refunds, and bills from a single dynamic interface. Tally's trademark invoicing UI — along with account-specific billing activity — can be nested inside any Salesforce object.

Invoices Estimates Recurring invoices Purchase orders Sales receipts Refunds Bills

Features galore

We crammed in everything

From multi-price books to permission sets to a support team that lives inside your Salesforce.

Salesforce invoicing

Send and edit invoices from any object — updates reflect in Salesforce within seconds.

Multi-price book

Sync QuickBooks with multiple Salesforce Price Books — perfect for tiered pricing and categorized product/service lines.

Actions

Send, edit, and void invoices, send reminders, and generate invoice PDFs directly from Salesforce.

Advanced features

QuickBooks Classes, custom tax rates, custom fields, custom invoice numbers, Chart of Accounts, payment methods, and more.

Predefined settings

Set CC limits for when you only want to accept ACH, choose default terms, and add messages on invoices and statements.

Lock it up

Customizable Permission Sets decide who can Save, Save & Send, or only view invoices.

Account mapping tool

QuickBooks Customers auto-map to your Salesforce Accounts — or map them yourself. New to Salesforce? The Account Creation tool imports QuickBooks Customers as Accounts and maps them for you.

Unparalleled support

Live chat, ticket management, and a full library of support documents — all inside your Salesforce dashboard.

Ready to unify QuickBooks and Salesforce?

Unify your QuickBooks experience directly from your Opportunities in Salesforce.

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