# Bills in Tally for QuickBooks

> Enter vendor and subcontractor bills on the Salesforce record the cost belongs to (an opportunity, a work order, a project or any custom object) and send them to QuickBooks Online. Pay them from Salesforce, and Balance, Paid Status and Paid Date follow QuickBooks.

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

Plan: Tally Scale

## What it does

- The bill form works on any object; the record fills in the vendor, the customer or project, the memo and the bill no., and an Account with several QuickBooks customers or projects asks which job.
- A bill setting per object (Tally Hub, Bills > Setup) picks the vendor and customer fields, memo and bill no. templates with merge fields, a default expense account, class, billable flag and due-in days.
- Category (expense account) and Item (product) lines, each with its own customer or project, class and a Billable switch; due-date presets for vendor terms and Net 15, 30, 45 or 60.
- Fill lines runs a macro: Opportunity products, a purchase order's lines or the vendor's last bill built in; Related records copies child records into lines with a field mapping, filter and order, with no code; Flow runs a screen or autolaunched flow that returns lines; Apex runs a class that implements QBObyTALLY.QB_BillMacro. Test on a record tries a macro before anyone uses it, and an object can run one as soon as a bill opens.
- Save draft keeps the bill in Salesforce only; Send to QuickBooks creates it there. If QuickBooks refuses a bill, its reason is shown and the bill can be fixed and sent again.
- The + New vendor link creates the vendor in QuickBooks on the spot.
- Record payment from a bank account (check) or a credit card account, for the whole balance or part of it; the bill lists every payment QuickBooks holds for it.
- Tally Hub > Bills: open balance, overdue, due in 7 days, paid in the last 30 days, bills needing attention, top vendors by open balance, filters, search, bulk Send and Refresh, and Import from QuickBooks.

## Sync

- Salesforce to QuickBooks: bills are created and edited in QuickBooks Online when sent, and payments recorded in Salesforce are created in QuickBooks as bill payments.
- QuickBooks to Salesforce: Bill and BillPayment change notifications (webhooks) keep each bill's lines, Balance, Paid Status (Unpaid, Partially Paid, Paid) and Paid Date current; Import from QuickBooks brings in bills entered in QuickBooks, and Sync Bills from QBO to SF imports new ones as they're entered.

## Salesforce Flow actions

- Create QuickBooks Bill
- Send QuickBooks Bills
- Refresh QuickBooks Bill
- Pay QuickBooks Bill
- Get Bill Lines from Record

## Questions

### Which Salesforce records can I make a bill from?

Any object: opportunities, work orders, cases, accounts, vendors, purchase orders and your own custom objects such as projects or jobs. Put the QuickBooks Bills component on the record page or add the New QuickBooks Bill action, and the record fills in the vendor, the customer or project, the memo and the bill no.

### Do I need a developer to fill in the lines?

No. A Related records macro copies child records into lines, such as a work order's line items, with a field for each part of the line, a filter and an order, all set up in the Tally Hub. Flows and Apex are there when you want them: a screen or autolaunched flow that returns lines, or a class that implements QBObyTALLY.QB_BillMacro. Test on a record shows what a macro would fill before anyone uses it.

### Can I charge a bill's costs to the customer?

Yes. Each line has its own customer or project and a Billable switch. QuickBooks then adds billable costs to that customer's next invoice, and a line that's already been invoiced shows it.

### Can I pay a bill from Salesforce?

Yes. Record payment on a bill that's in QuickBooks: the whole balance or part of it, from a bank account with a check no. or from a credit card account. The payment is created in QuickBooks as a bill payment, and the bill's Balance, Paid Status and Paid Date update at once.

### How does Salesforce know a bill was paid in QuickBooks?

QuickBooks tells Salesforce when a bill or a bill payment is created, changed, voided or deleted, and the bill's Balance, Paid Status (Unpaid, Partially Paid or Paid) and Paid Date follow. A bill deleted in QuickBooks is marked Deleted in QuickBooks and kept in Salesforce.

### What about bills already entered in QuickBooks?

Import from QuickBooks on the Tally Hub's Bills page brings them in with their lines and payments. Running it again is safe: bills are matched by their QuickBooks id and updated in place, and a bill with Salesforce changes that haven't reached QuickBooks yet is left alone. Turn on Sync Bills from QBO to SF to import new QuickBooks bills as they're entered.

### Can a Flow create bills?

Yes. Create QuickBooks Bill makes a bill from a Flow, with its lines, a macro or the record's defaults, and can save it as a draft. Send QuickBooks Bills, Refresh QuickBooks Bill, Pay QuickBooks Bill and Get Bill Lines from Record cover the rest.

## 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