Three plansbilled yearly
Tally Basic is $3,995 a year, Tally Growth $5,899 and Tally Scale $7,290. Each plan includes everything in the one before it. Growth and Scale include installation; on Basic it's a one-time $1,000.
- Tally Growth, first year$5,899
- InstallationIncluded
First year
Then $5,899 a year
Tally Basic
Invoices from Salesforce, with customers and products synced with QuickBooks Online.
$3,995per year
Plus a one-time $1,000 installation
- Create, edit, and resend invoices in Salesforce
- Track invoice status — Overdue, Due, Paid
- Sync products & services both ways
- Sync accounts & QuickBooks customers
- Pre-populate line items from Opportunity products
- Download invoice PDFs
- Access historical invoices
- Access to Tally's Unified User Interface
Tally Growth
Most popularAdds estimates, purchase orders, automation, custom fields, tax rates and class tracking.
$5,899per year
Installation included
Everything in Tally Basic, plus
- Create estimates in Salesforce
- Create purchase orders in Salesforce
- Automation ready
- Custom fields
- Salesforce CPQ ready
- Avalara integration ready
- Custom tax rates
- QuickBooks class tracking
- Sync vendors
Tally Scale
Adds payment processing and recurring invoicing.
$7,290per year
Installation included
Everything in Tally Growth, plus
- Unified payment processing
- Recurring invoicing
- Create refunds
- Create bills
- Track time
- Sync payment methods
- Sync chart of accounts
Inside Salesforce
Invoices, estimates and payments are made on the Salesforce record and created in QuickBooks Online when you save.
No double entry
Payments, voids and customer changes made in QuickBooks come back to Salesforce on their own.
Installation included on Growth & Scale
Tally Basic includes a one-time $1,000 setup; Growth and Scale install free.
What each plan addsin the package's own screens
Drawn from the Salesforce package itself, with a made-up customer. Every plan works from the record: an opportunity, an account, or the object you choose.
Invoices from any record
On an opportunity, line items fill in from its products; on an account or your own object, search them. Save and Send creates the invoice in QuickBooks Online and emails it.
Estimates that become invoices
Estimates live on the record next to invoices. Convert to Invoice opens the invoice with the estimate's lines already on it.
Card, bank and recurring billing
Turn on card and bank payments, set the schedule, and the saved payment method is charged as each invoice is created.
Compare the plansline by line
Every line from every plan. Each plan includes everything to its left.
Basic
$3,995 a year
Growth
$5,899 a year
Scale
$7,290 a year
In every plan
Tally Growth and up
Only in Tally Scale
What each feature does: invoicing, recurring invoicing, payment processing, estimates, sales receipts, purchase orders, product sync, automation, class tracking, custom fields, custom tax rates, data migration. Weighing other options? See the questions to ask any QuickBooks integration.
One-time servicespaid once, with any plan
Installation, data migration and custom builds. Growth and Scale already include installation.
Data Migration
$1,295 one-time
Import QuickBooks customers as Salesforce accounts and contacts, with accurate mapping for invoicing.
- Import QuickBooks customers as Salesforce contacts
- Import QuickBooks customers as Salesforce accounts
- Map Salesforce accounts & contacts to QuickBooks customers for invoicing
Installation
$1,000 one-time
Tally installs and configures the product in your Salesforce org. Applies to Tally Basic subscribers.
- Install in your desired Salesforce org
- Add the Tally Invoicing Component to your object (Opportunity, Account, etc.)
- Customize invoice settings — terms, messages on invoices & statements
- Import QuickBooks customers and map them to your Salesforce accounts
- Import products & services
Custom Build
Let's talk
Feature not in our list? Tally provides custom builds to tailor the software to your business.
- Tailored to your exact workflow
- Scoped and quoted to your needs
- Built by the Tally team
What customers say5.0 from 21 reviews
Reviews from the Tally listing on the Salesforce AppExchange.
Excellent and useful application
Tally lets our sales team send invoices via QuickBooks Online without giving them access that could muddy customer data. It speeds up payment and cash flow, especially on weekends. The team is always updating the tool, and you can always expect a quick, helpful response.
Josh Gaskill · May 2024
Finally! Exactly what we needed
The Tally team has built the best QuickBooks integration out there. I'd spent countless hours searching for one that fit our needs. This saves us from navigating multiple tabs and editing invoices in QBO just to re-enter info in Salesforce. A+++
Devon Mezinger · Jul 2024
The best QuickBooks/Salesforce integration app out there
We've used Tally for 2 years to connect Salesforce with QuickBooks and it's been a game changer. We generate invoices, estimates, purchase orders, and more — all without leaving Salesforce. Saved us time and reduced manual-entry errors. Their support team is responsive and helpful.
Stack Intelligence · Aug 2024
Questionsabout pricing
More in the FAQ.