# Automation in Tally for QuickBooks

> 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.

Source: https://gettally.io/quickbooks/features/automation

Plan: Tally Growth and Tally Scale

## What it does

- Create Invoice on QBO - Easy Setup: a complete invoice from a Flow, with lines fetched from an Opportunity or Order when you leave them out, dates, terms, addresses, discount, tax rate, custom fields, card and ACH options, Send Invoice, and Mark Invoice as Paid.
- Create Invoice on QBO using SF Invoice record: sends an invoice built in Salesforce to QuickBooks, with each line's class.
- Record Payment on Existing QBO Invoice: full or partial payments with the method, amount, date and reference or check number; payments over the balance are rejected.
- Create Estimate on QBO using SF Estimate record, and Create Sales Receipt on QBO - Easy Setup.
- Create Purchase Orders by Vendor: one purchase order per preferred vendor from an Opportunity or Order.
- Create Customer on QuickBooks and Update Customer on QuickBooks.
- Each action returns whether it worked and a message, so the Flow can branch or notify someone.

## Sync

- Salesforce to QuickBooks: each action creates or updates the record in QuickBooks Online.

## Salesforce Flow actions

- 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 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

- All features: https://gettally.io/quickbooks/features.md
- Pricing: https://gettally.io/quickbooks/pricing.md
- Book a demo: https://gettally.io/book-a-demo