Two-Way SyncKeep your product catalog identical in Salesforce and QuickBooks
Two-way product sync with matching strategies you control, a visual Product Mapping workbench to line both catalogs up item by item, and a Sync Health dashboard that tells you exactly what's linked, what's pending, and what needs attention.
Overview
Products are where Salesforce and QuickBooks drift apart first — someone adds an item in one system, renames it in the other, and suddenly invoices don't line up. Tally syncs your catalog both directions: import your QuickBooks items (with prices flowing into your Salesforce price books), push Salesforce products to QuickBooks, and let real-time sync keep them matched from then on. The Sync Health dashboard in the Tally Hub shows what's linked, what isn't, and — when something fails — a plain-English reason on the product itself, like “this item was made inactive in QuickBooks,” so fixing it takes seconds instead of a support ticket.
- Two-way sync: import QuickBooks items or push Salesforce products, manually or in real time.
- Product Mapping workbench: every QuickBooks item beside its Salesforce product — link, unlink, or create in a click, with changes staged until you save.
- Match suggestions by name or SKU that you approve one by one — nothing links automatically, and duplicate links are flagged for cleanup.
- Three matching strategies — by name, by QuickBooks ID, or both — so existing catalogs merge without duplicates.
- QuickBooks prices flow into your standard and custom Salesforce price books.
- Sync Health dashboard: linked, pending, and failed counts at a glance, with last-sync time.
- Failed products carry a plain-English reason and fix — no digging through logs.
- Items deactivated in QuickBooks deactivate in Salesforce automatically.
- Built for real catalogs: thousands of items, fractional quantities, preferred vendors.
How it works
Pick a matching strategy
Choose how existing products should match — by name, QuickBooks ID, or both — right in the Tally Hub.
Import, export, or map
Pull QuickBooks items in, push Salesforce products out, or open Product Mapping to line the catalogs up side by side — accept suggested matches, link by hand, or create what's missing in one click.
Watch Sync Health
Real-time sync keeps both catalogs matched, and the dashboard flags anything that needs attention.
Product Sync FAQ
How does Tally avoid duplicate products?
You choose the matching strategy: match by name (best for first-time imports), by QuickBooks ID (best for ongoing sync), or require both for maximum control. Matched products update in place; unmatched ones are created.
Can I control exactly which Salesforce product a QuickBooks item links to?
Yes — the Product Mapping tab in the Tally Hub shows every QuickBooks item beside its Salesforce product. Accept suggested matches, search and pick a product by hand, create a missing product in one click, or unlink and remap. Changes stage until you save, and every row reports success or the plain-English reason it failed.
How do I know if a product failed to sync?
The Sync Health dashboard in the Tally Hub shows a failed count, and each failed product carries the reason in plain English — for example, that a referenced account was made inactive in QuickBooks — plus what to do about it.
What happens when an item is deactivated in QuickBooks?
Tally deactivates the matching Salesforce product automatically, so reps can't quote or invoice items you no longer sell.
Does pricing sync?
QuickBooks item prices flow into your Salesforce price books on import and stay updated. Pricing doesn't push from Salesforce to QuickBooks, because Salesforce supports multiple price books per product while QuickBooks holds one price.
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