Tally’s QuickBooks and Salesforce integration just got even better with a new feature that allows agents to process credit card payments directly from their QuickBooks invoice in Salesforce. This new feature is a game-changer for businesses that want to streamline their payment processes and save time.

One of the most exciting aspects of this new feature is the ability for agents to save credit cards for future use. This means that agents can easily make payments without having to enter their credit card information every time. Tally’s integration uses a token entity to create opaque containers that mask cardholder information. Tally then uses the token to make API calls and process payments without reading or exposing any private information. This ensures PCI compliance and keeps customer data safe.

When processing credit card payments, users can only see the expiration date and last four digits of the credit card number. This level of security and privacy protection is crucial for businesses that want to maintain customer trust and avoid costly data breaches.

Overall, Tally’s QuickBooks and Salesforce integration with this new feature is an excellent tool for businesses that want to streamline their payment processes and keep customer data safe. With the ability to process credit card payments directly from QuickBooks invoices and save credit cards for future use, this integration can help businesses save time and money while maintaining the highest level of security and privacy protection. If you’re interested in learning more about Tally’s QuickBooks and Salesforce integration, be sure to check out Tally’s website today.