# The Tally blog

> Guides and product notes for teams running QuickBooks Online billing from Salesforce.

Source: https://gettally.io/quickbooks/blog

- [How to Set Up a Successful QuickBooks + Salesforce Integration](https://gettally.io/quickbooks/blog/successful-salesforce-quickbooks-integration.md) (2024-08-20): How to plan a Salesforce QuickBooks integration: mapping customers to accounts, invoices, estimates, sales receipts, product sync, automation and testing.
- [Bi-Directional Product Sync Between QuickBooks and Salesforce](https://gettally.io/quickbooks/blog/quickbooks-and-salesforce-bi-directional-product-sync.md) (2024-05-15): How Tally syncs products both ways between QuickBooks Online and Salesforce: manual import and export, automatic sync, price books and matching.
- [Custom Tax Rates in Salesforce, Synced to QuickBooks](https://gettally.io/quickbooks/blog/quickbooks-custom-tax-rates-blog.md) (2023-04-15): Use your QuickBooks tax rates, including custom ones for meals or excise tax, on invoices and estimates you create in Salesforce with Tally.
- [QuickBooks Class Tracking in Salesforce — Down to the Line Item](https://gettally.io/quickbooks/blog/quickbooks-class-tracking-blog.md) (2023-04-01): What QuickBooks class tracking is, and how Tally lets you set a class on each invoice line item in Salesforce for reporting by department or location.
- [How Non-Profits Benefit from Recurring Invoicing in Salesforce](https://gettally.io/quickbooks/blog/how-non-profits-can-benefit-from-tallys-recurring-invoicing.md) (2023-03-21): How non-profits use recurring invoices from Salesforce, synced to QuickBooks Online, for regular donations and memberships with less manual billing.
- [How to Map Salesforce Accounts to QuickBooks Customers](https://gettally.io/quickbooks/blog/how-to-map-your-salesforce-accounts-with-your-quickbooks-customers.md) (2023-03-21): Why mapping Salesforce accounts to QuickBooks customers matters for invoicing, including parent and child accounts, and how Tally links the two.
- [QuickBooks + Salesforce Integration Mistakes (and How to Avoid Them)](https://gettally.io/quickbooks/blog/quickbooks-and-salesforce-integration-mistakes-and-how-to-avoid-them.md) (2023-03-21): Common mistakes when integrating QuickBooks and Salesforce, from unclean data and poor account mapping to skipped testing, and how to avoid each.
- [How to Download QuickBooks Invoices as PDFs from Salesforce](https://gettally.io/quickbooks/blog/how-to-download-quickbooks-invoices-as-pdfs.md) (2023-03-21): Step by step: generate and download the PDF of a QuickBooks invoice from its Salesforce record with Tally, from the invoice's Actions menu.
- [Credit Card Limits for QuickBooks Payments in Salesforce](https://gettally.io/quickbooks/blog/new-feature-credit-card-limits.md) (2023-02-09): Set a credit card limit so invoices above that amount can only be paid by ACH bank transfer, keeping card fees down on large QuickBooks invoices.
- [The Benefits of Tally's QuickBooks and Salesforce Integration](https://gettally.io/quickbooks/blog/tallys-benefit-to-our-subscribers-2.md) (2023-01-08): What Tally's QuickBooks and Salesforce integration gives subscribers: customers synced both ways, invoicing from Salesforce and less double entry.
- [How to Process QuickBooks Payments in Salesforce (CC & ACH)](https://gettally.io/quickbooks/blog/guide-quickbooks-payments-in-salesforce.md) (2023-01-01): How to take QuickBooks Payments card and ACH payments on an invoice from Salesforce with Tally, and how the payment reaches QuickBooks Online.
- [Recurring Invoices in Salesforce, Synced to QuickBooks](https://gettally.io/quickbooks/blog/new-feature-recurring-invoices.md) (2022-12-27): How recurring invoices work in Tally: set a schedule on a Salesforce record and each invoice is created in QuickBooks Online, with optional auto-pay.
- [5 Reasons to Integrate QuickBooks and Salesforce](https://gettally.io/quickbooks/blog/why-integrate-quickbooks-and-salesforce.md) (2022-01-19): Five reasons to connect QuickBooks and Salesforce: fewer data entry errors, faster invoicing and payment, and one view of customers for sales and finance.