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Tally

QuickBooks work in Salesforce Flowsinvoices, payments and customers

The package adds Flow actions for the QuickBooks work your team does by hand. Create invoices, estimates, sales receipts and purchase orders, record payments and keep customers up to date, triggered by the Salesforce automation you already use.

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Flow Builder · New Action

Search actions: QBO

  • Create Invoice on QBO - Easy SetupQBO Invoice
  • Create Invoice on QBO using SF Invoice recordQBO Invoice
  • Record Payment on Existing QBO InvoiceQBO Invoice
  • Create Estimate on QBO using SF Estimate recordQBO Estimate
  • Create Sales Receipt on QBO - Easy SetupQBO Sales Receipt
  • Create Purchase Orders by VendorQBO Purchase Order
  • Create Customer on QuickBooksQBO Customer
  • Update Customer on QuickBooksQBO Customer

The package's Flow actions and their Flow Builder categories.

What each action doesin plain terms

Every action returns whether it worked and a message, so the Flow can react.

Create Invoice on QBO - Easy Setup

A complete invoice from a Flow: lines, dates, terms, addresses, discount, tax rate, custom fields, card and ACH payment options, and whether to send it.

Create Invoice on QBO using SF Invoice record

Sends an invoice already built in Salesforce to QuickBooks, with each line's class.

Record Payment on Existing QBO Invoice

Records a payment against an invoice in QuickBooks with the method, amount, date and reference or check number.

Create Estimate on QBO using SF Estimate record

Sends a Salesforce estimate to QuickBooks.

Create Sales Receipt on QBO - Easy Setup

A complete sales receipt from a Flow, optionally emailed to the customer.

Create Purchase Orders by Vendor

Splits an Opportunity or Order into one purchase order per preferred vendor and sends them to QuickBooks.

A deal closesand the invoice goes out

A common setup, built with a record-triggered Flow and one action.

  1. 1

    Trigger on the stage

    A record-triggered Flow on Opportunity, when Stage changes to Closed Won.

  2. 2

    Create the invoice

    Give Create Invoice on QBO - Easy Setup the Account, its QBO Customer and the lines. Leave the lines out to use the opportunity's products.

  3. 3

    Let the customer pay online

    Turn on Enable Credit Card Payment or Enable ACH Payment, and Send Invoice to email it.

  4. 4

    Record the payment later

    When money arrives outside QuickBooks, Record Payment on Existing QBO Invoice marks it paid.

Pricing

$5,899

per year, Tally Growth

Automation comes with Tally Growth and Tally Scale.

See pricingBook a demo

In Tally Growth

  • Automation readyIncluded
  • Create estimates in SalesforceIncluded
  • Create purchase orders in SalesforceIncluded
  • Custom fieldsIncluded
  • QuickBooks class trackingIncluded

Questionsabout automation

What can Tally automate between Salesforce and QuickBooks?
Creating invoices, estimates, sales receipts and purchase orders, recording payments on invoices, and creating or updating QuickBooks customers, each as a Flow action you can use in any Salesforce Flow.
Do I need a developer?
No. These are standard Flow actions. Pick them in Flow Builder under their QBO categories and fill in the inputs.
How does a Flow know it worked?
Each action returns a success flag and a message, and some return the new record's id, so the Flow can branch, notify someone or log the result.
Can a Flow create the QuickBooks customer too?
Yes. Create Customer on QuickBooks creates it from an Account with names, email, phones, addresses and more, and Update Customer on QuickBooks keeps it current.

More of the package

All features

Guides on the blog

PricingFAQComparing integrationsRelease notesData model

Let the Flow do itand keep the books current

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