# Tally for QuickBooks features > Every feature of Tally for QuickBooks, the Salesforce app for QuickBooks Online: what it does, which way data moves, and which plan includes it. Source: https://gettally.io/quickbooks/features ## [Invoicing](https://gettally.io/quickbooks/features/invoicing.md) Create QuickBooks Online invoices from any Salesforce record: opportunities, accounts, orders or your own custom objects. The invoice is built on the record, created in QuickBooks when you save, and kept up to date in Salesforce as it's paid or voided. Plan: Every plan (Tally Basic, Growth and Scale) ## [Recurring Invoicing](https://gettally.io/quickbooks/features/recurring-invoicing.md) Save a QuickBooks invoice as a template with a schedule. On each date the invoice is created in QuickBooks Online, saved or emailed, and it can be charged to the customer's saved card or bank account. Plan: Tally Scale ## [Payment Processing](https://gettally.io/quickbooks/features/payment-processing.md) Take payments on QuickBooks invoices from Salesforce: charge a card or bank account (ACH) through QuickBooks Payments, or record cash, a check, a wire or any other payment method you already collected. Plan: Tally Scale ## [Estimates](https://gettally.io/quickbooks/features/estimates.md) Create QuickBooks estimates from any Salesforce record with an account, such as an opportunity. When the customer accepts in QuickBooks, the status comes back to Salesforce, and Convert to Invoice creates the invoice from the estimate, linked to it in QuickBooks. Plan: Tally Growth and Tally Scale ## [Sales Receipts](https://gettally.io/quickbooks/features/sales-receipts.md) Record a sale that's already paid as a QuickBooks sales receipt, built on any Salesforce record with an account and saved to QuickBooks Online, with the option to email it to the customer. Plan: See the pricing page ## [Purchase Orders](https://gettally.io/quickbooks/features/purchase-orders.md) Build QuickBooks purchase orders on the Salesforce record the work belongs to, then save them to QuickBooks Online or email them to the vendor too. A Flow action can split an opportunity or order into one purchase order per vendor. Plan: Tally Growth and Tally Scale ## [Product Sync](https://gettally.io/quickbooks/features/product-sync.md) Keep QuickBooks items and Salesforce products matched in both directions, with a Product Mapping screen to line the two catalogs up item by item and a Sync Health view of what's linked, waiting or failed. Plan: Every plan (Tally Basic, Growth and Scale) ## [Automation](https://gettally.io/quickbooks/features/automation.md) Salesforce Flow actions for QuickBooks work: create invoices, estimates, sales receipts and purchase orders, record payments on invoices, and create or update QuickBooks customers from any Flow. Plan: Tally Growth and Tally Scale ## [Class Tracking](https://gettally.io/quickbooks/features/class-tracking.md) Sync your QuickBooks classes into Salesforce, then pick a class on each line of an invoice, estimate, sales receipt or purchase order. Each line reaches QuickBooks with its class, for profit and loss by class. Plan: Tally Growth and Tally Scale ## [Custom Fields](https://gettally.io/quickbooks/features/custom-fields.md) Sync your QuickBooks custom field definitions into Salesforce, see which QuickBooks objects each applies to, and fill them in on the invoices, estimates, sales receipts and purchase orders you build in Salesforce. Plan: Tally Growth and Tally Scale ## [Custom Tax Rates](https://gettally.io/quickbooks/features/custom-tax-rates.md) Sync your QuickBooks tax codes and rates into Salesforce and choose the right one on an invoice, estimate or sales receipt. Tax is worked out on the taxable lines, and the document goes to QuickBooks with the same code. Plan: Tally Growth and Tally Scale ## [Data Migration](https://gettally.io/quickbooks/features/data-migration.md) Bring your QuickBooks history into Salesforce: import QuickBooks customers and link them to Salesforce accounts, then import past invoices for any date range, checked for missing records before anything is imported. Plan: Tools in every installation; the Data Migration service is a one-time add-on ## Salesforce Flow actions in the package - Create Invoice on QBO - Easy Setup - Create Invoice on QBO using SF Invoice record - Record Payment on Existing QBO Invoice - Create Estimate on QBO using SF Estimate record - Create Sales Receipt on QBO - Easy Setup - Create Purchase Orders by Vendor - Create Customer on QuickBooks - Update Customer on QuickBooks ## Questions ### 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.