QuickBooks for Salesforce/Compare
Choosing a QuickBooks integrationthe questions to ask
Tally for QuickBooks is one of several ways to connect Salesforce with QuickBooks Online; others include Breadwinner, DBSync and general integration platforms. These are the questions worth asking any of them, with Tally's answer to each.
Where it runs
- Does it run inside Salesforce, or beside it?
- Inside. Tally for QuickBooks is a managed package installed in your Salesforce org from the AppExchange. Its screens are Lightning components on your record pages, and the QuickBooks records it keeps are Salesforce custom objects you can report on. See every object
- Which QuickBooks does it work with?
- QuickBooks Online. It doesn't work with QuickBooks Desktop. Each Salesforce org connects to one QuickBooks Online company, with QuickBooks' own sign-in (OAuth 2.0).
- Which Salesforce editions?
- Salesforce Professional, Enterprise and Unlimited editions.
What your team can do from Salesforce
- Which QuickBooks documents can people create from Salesforce?
- Invoices, recurring invoices, estimates, sales receipts and purchase orders, from opportunities, accounts, orders and custom objects that lead to an account. Invoices can be edited, voided, reminded and downloaded as PDFs from the record, and estimates converted into invoices. All features
- Can it take payments?
- Yes. Receive Payment charges a card or bank account (ACH) through QuickBooks Payments, or records cash, a check or another payment method. Recurring invoices can charge a saved card or bank account automatically. Payment processing
- Can it be automated?
- Yes, with eight Salesforce Flow actions: create invoices (two ways), estimates, sales receipts and purchase orders by vendor, record payments on invoices, and create or update QuickBooks customers. Flow actions
- Can we control who does what?
- Yes. Permission sets separate saving from saving and sending for invoices, estimates and sales receipts, and cover shipping, payment processing and recurring invoices.
How the data stays in step
- What goes from Salesforce to QuickBooks?
- Documents are created in QuickBooks Online when the user saves, with their customer, lines, terms, tax, classes and custom fields. Products can be exported, and customers created or updated.
- What comes back from QuickBooks?
- QuickBooks change notifications bring back new and changed customers, invoices (including voids), estimate status, sales receipts, payments, products, vendors, purchase orders and classes, depending on the features you use. Sync questions
- How are products kept matched?
- Two-way product sync with three matching strategies, Product Mapping to line up QuickBooks items with Salesforce products, and a Sync Health view of what failed and why. Product sync
- What about our history?
- Sync Customers links QuickBooks customers to Salesforce accounts, and Historical Invoice Import brings past invoices in for any date range without creating duplicates. Data migration
Buying and setup
- How is it priced?
- Three yearly plans: Tally Basic $3,995, Tally Growth $5,899 and Tally Scale $7,290. Data Migration is $1,295 one-time. Pricing
- Who sets it up?
- The Tally team installs and configures it in your org. Installation is included on Growth and Scale, and $1,000 one-time on Basic. Book a demo
- What do customers say?
- Tally for QuickBooks is rated 5.0 out of 5 from 21 reviews on the Salesforce AppExchange. Read the reviews
Questionsabout comparing
We describe what Tally for QuickBooks does. For any other product, ask its vendor the same questions.
Is Tally for QuickBooks an alternative to Breadwinner or DBSync?
Tally for QuickBooks is a Salesforce app for QuickBooks Online, so teams evaluating Breadwinner, DBSync or another QuickBooks Salesforce integration often compare it with them. The questions on this page are the ones to ask each product; the answers here are Tally's.
Do you compare features with other products?
No. Other vendors publish their own feature lists and pricing, and those change. We describe what Tally for QuickBooks does, so you can hold every option to the same questions.
How can we see Tally for QuickBooks working?
Book a 30-minute demo. We show it running inside a Salesforce org and answer your questions, including whether it fits your setup.