QuickBooks billingon the Salesforce record

Tally for QuickBooks makes invoices, estimates, payments, recurring invoices and purchase orders on any Salesforce record, creates them in QuickBooks Online when you save, and keeps them up to date when QuickBooks changes.

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Fictional data in every scene: Northbeam Software bills Brightline Logistics.

Eight things it doeseach with its own page

Every card shows a piece of the package's own screens, redrawn. Open one to watch the whole flow.

Invoicing

Every plan

Create QuickBooks invoices from any record: the opportunity, the account or your own object. Pick the customer, add the products, Save or Save and Send. Edit, void, remind and download the PDF from the record.

Estimates

Growth and Scale

Send QuickBooks estimates from the opportunity or any record with an account. Acceptance comes back to Salesforce, and Convert to Invoice creates the invoice from the estimate.

Payment processing

Scale

Charge a card or bank account through QuickBooks Payments, or record a check, on the invoice.

Recurring invoicing

Scale

An invoice template with a schedule. Each invoice is created on its day and can be charged automatically.

Purchase orders

Growth and Scale

Build QuickBooks purchase orders in Salesforce, or have a Flow create one per vendor from an order.

Class tracking

Growth and Scale

Your QuickBooks classes in Salesforce, with a class on every line of the documents you build.

Custom fields

Growth and Scale

Your QuickBooks custom fields on invoices, estimates, sales receipts and purchase orders built in Salesforce.

Data migration

Add-on

QuickBooks customers imported as Salesforce accounts and contacts, and mapped for invoicing.

All of it on one tabwhere the team already works

The package's components sit on the record pages you choose. On an opportunity, the Quickbooks tab holds sales receipts, estimates, invoices and purchase orders, each with its list and its create button.

An opportunity's Quickbooks tab in a sandbox org: Sales Receipt, Estimates, Invoices and Purchase Order tabs, the invoice filters, invoice 1205 due tomorrow, and the Tally component with Create Recurring Invoice and Create Invoice.

The real component on an opportunity, in a sandbox org with demo data.

Also in the packagefor admins and automation

Sales receiptsPaid-in-full sales, recorded from Salesforce.Product syncProducts and services matched and kept in sync both ways.AutomationFlow actions for invoices, estimates, receipts, purchase orders and payments.Custom tax ratesYour QuickBooks sales tax rates on invoices and estimates.Comparing integrationsThe questions to ask any QuickBooks integration, answered for Tally.Release notesWhat changed in each version, with a link to install it.

Two-way sync

Customers, products, invoice payments and estimate statuses change in Salesforce when they change in QuickBooks.

Permission sets

Separate access for Save, Save and Send, estimates, recurring invoices and payment processing.

Invoice Settings

Default terms and messages, card and ACH switches, and a credit card limit for invoices made in Salesforce.

Errors in plain words

When QuickBooks rejects something, you see the real reason and how to fix it, not a code.

Your record pages

Place the components on opportunities, accounts and custom objects that lead to an account.

Every object in the schema

Each object and field the package adds is listed on the schema page.

Flow actions in the package

Create Invoice on QBO - Easy SetupCreate Invoice on QBO using SF Invoice recordRecord Payment on Existing QBO InvoiceCreate Estimate on QBO using SF Estimate recordCreate Sales Receipt on QBO - Easy SetupCreate Purchase Orders by VendorCreate Customer on QuickBooksUpdate Customer on QuickBooks

“There's not much more you can say besides WOW. It does everything extremely well, quickly and intuitively. It by and large feels like it's just part of Salesforce because it just works. We evaluated bigger-name solutions but found Tally more robust — and the support is by far the best out there.”

Bryan Mills · Salesforce AppExchange

“We've used Tally for 2 years to connect Salesforce with QuickBooks and it's been a game changer. We generate invoices, estimates, purchase orders, and more — all without leaving Salesforce. Saved us time and reduced manual-entry errors. Their support team is responsive and helpful.”

Stack Intelligence · Salesforce AppExchange

Rated 5.0 from 21 reviews on the Salesforce AppExchange.

Pricing

$3,995

per year, Tally Basic

Tally Growth is $5,899 and Tally Scale $7,290 a year. Growth and Scale install free; Basic has a one-time $1,000 installation.

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Which plan has what

InvoicingEvery plan
Estimates and purchase ordersGrowth and Scale
Class tracking and custom fieldsGrowth and Scale
Payment processingScale
Recurring invoicingScale
Data migration$1,295 one-time

Questionsabout the package

What is Tally for QuickBooks?

A managed package installed in your Salesforce org from the AppExchange. It adds QuickBooks Online invoices, estimates, sales receipts, purchase orders and payments to your Salesforce records, and keeps customers, products and statuses in sync with QuickBooks.

Where does it show up in Salesforce?

As components on the record pages you choose: opportunities and accounts most often, and any other object with a lookup to the account, including your custom objects. Plus Flow actions for automation and the Tally Hub for admins.

Which QuickBooks does it work with?

QuickBooks Online. Payments by card and bank account run through QuickBooks Payments on your QuickBooks company.

Who decides what each person can do?

Permission sets in Salesforce: separate ones for saving invoices, saving and sending them, estimates, recurring invoices and payment processing.

See it in your Salesforce orga demo takes 30 minutes

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