QuickBooks & Salesforce bi-directional Product sync

At the core of our integration between QuickBooks and Salesforce lies a commitment to streamlining product syncing while offering simplicity and control to our users. Here’s an overview of what and how we achieve our bi-directional product sync:

•  Exporting Products from Salesforce to QuickBooks:

  • Manual Export: Tally allows users to export products from Salesforce to QuickBooks with just a click of a button.
  • Automated Real-Time Sync: Real-time sync feature automatically generates a new product in QuickBooks the moment it is created in Salesforce.

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•  Syncing Products from QuickBooks to Salesforce:

  • Manual Import: Users can import products from QuickBooks into Salesforce by selecting their preferred price book with a click of a button.
  • Real-Time Syncing: Products created or updated in QuickBooks are seamlessly reflected in Salesforce within milliseconds.

 What Tally Syncs:

•      Product Information: Tally ensures the transfer of essential product data including product name, description, sale price, class, inventory quantity, product type, and SKU between Salesforce and QuickBooks.

How Tally Achieves It:

•      Advanced Integration Technology: Tally is powered by advanced integration technology designed to provide flexibility and control over the syncing process.
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• User-Friendly Interface: Tally offers a user-friendly interface that simplifies the syncing process, allowing users to manage their product data efficiently.
• Customization Options: Users can customize syncing preferences according to their business needs, choosing between manual export/import or real-time syncing options.

 Benefits of Using Tally:

•      Efficiency: Tally streamlines the syncing process, saving time and reducing manual errors.
•      Accuracy: Ensures consistency and accuracy of product data across both platforms.
•      Flexibility: Users have control over syncing preferences and can choose the method that best suits their workflow.
•      Real-Time Updates: Real-time syncing ensures that users have access to up-to-date product information at all times.