We've Got the Heavy Lifting Covered!

Supercharge Salesforce: Transforming QuickBooks Customers into Powerful Accounts and Contacts!

Data Migration, Tally
Data Migration, Tally
Data Migration, Tally
Data Migration, Tally
Data Migration, Tally
Data Migration, Tally
Data Migration, Tally

Data Migration

Quickbooks customers generally contain account and contact information in one record. Tally will divide that information into two in order to import into salesforce.

Data Migration, Tally

Account Imports

Tally will import QuickBooks customer account information, including company name, phone, email, address details, and custom fields!

Data Migration, Tally

Contact Imports

Tally will import contact information for QuickBooks customers and map it to the previously imported account. This includes data such as first and last names, email addresses, phone numbers, address information, and custom fields!

Data Migration, Tally

Customer Mapping

Voila! Your accounts and contacts have been imported. Now, we’ll seamlessly map your brand-new accounts to your QuickBooks customers. This streamlined process ensures accurate invoicing directly from their corresponding Salesforce accounts.


Data Migration, Tally
Data Migration, Tally
Tally Quickbooks and salesforce Integration

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