# Product Sync in Tally for QuickBooks

> 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.

Source: https://gettally.io/quickbooks/features/product-sync

Plan: Every plan (Tally Basic, Growth and Scale)

## What it does

- Three matching strategies: Match by Name, Match by ID, or Match by Name AND ID.
- Sync Products imports QuickBooks items into Salesforce with their prices in your standard and additional price books.
- Export Products sends Salesforce products to QuickBooks: name, description, type and quantity. Prices don't go from Salesforce to QuickBooks.
- Enable Real time Sync switches, one per direction, so new and changed products follow on their own.
- Product Mapping: every QuickBooks item beside its Salesforce product; accept suggested matches, search and link, Create in SF, or unlink; changes are staged until you save.
- An item made inactive in QuickBooks deactivates its Salesforce product.
- Sync Health: active products, linked, not synced yet and sync errors, with the reason for each failure and the last successful sync.

## Sync

- Both ways: Salesforce products to QuickBooks items, and QuickBooks items (with prices) to Salesforce products and price books.

## Questions

### How does Tally avoid duplicate products?

You choose the matching strategy: Match by Name (best for a first import), Match by ID (best for ongoing sync), or Match by Name AND ID for the strictest match. Matched products update in place; unmatched ones are created.

### Can I choose exactly which Salesforce product a QuickBooks item links to?

Yes. Product Mapping shows every QuickBooks item beside its Salesforce product. Accept a suggested match, search and pick a product, create a missing one, or unlink and remap. Nothing links automatically from a suggestion, and changes are only written when you save.

### Does pricing sync?

QuickBooks prices flow into your Salesforce price books when you import. Prices don't go from Salesforce to QuickBooks, because Salesforce can hold several price books per product and QuickBooks holds one price, so new products exported to QuickBooks start at $0 there.

### How do I know if a product failed to sync?

Sync Health shows a count of sync errors, and a failed product carries QuickBooks' reason in plain words, such as a referenced account that was made inactive.

### What happens when an item is made inactive in QuickBooks?

The matching Salesforce product is deactivated, so reps can't quote or invoice something you no longer sell.

## 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