# Tally for QuickBooks pricing

> Tally for QuickBooks has three yearly plans: Tally Basic $3,995, Tally Growth $5,899, Tally Scale $7,290 a year. Each plan includes everything in the one before it. Growth and Scale include installation.

Source: https://gettally.io/quickbooks/pricing

## Plans

### Tally Basic: $3,995 per year

Invoices from Salesforce, with customers and products synced with QuickBooks Online. 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: $5,899 per year

Adds estimates, purchase orders, automation, custom fields, tax rates and class tracking. Installation included.

- Everything in Tally Basic
- Create estimates in Salesforce
- Create purchase orders in Salesforce
- Automation ready
- Custom fields
- Custom tax rates
- QuickBooks class tracking
- Sync vendors

### Tally Scale: $7,290 per year

Adds payment processing and recurring invoicing. Installation included.

- Everything in Tally Growth
- Unified payment processing
- Recurring invoicing
- Sync payment methods
- Sync chart of accounts

## One-time services

### 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

## Questions

### How is Tally billed?

Each plan is a yearly subscription: Tally Basic $3,995, Tally Growth $5,899 and Tally Scale $7,290 a year. Installation on Basic, Data Migration and custom builds are one-time charges on top.

### Is installation included?

On Tally Growth and Tally Scale, yes. On Tally Basic it's a one-time $1,000. It covers: 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; and import products & services.

### What does Data Migration do?

It imports your QuickBooks customers as Salesforce accounts and contacts, and maps Salesforce accounts and contacts to QuickBooks customers for invoicing. It's $1,295 one-time.

### Which plan includes payments?

Tally Scale. It adds payment processing (card and ACH payments through QuickBooks Payments, and recording cash, check and other payments) and recurring invoicing, and syncs payment methods and the chart of accounts from QuickBooks.

### What do we need to run Tally?

QuickBooks Online (the cloud edition) and Salesforce Professional, Enterprise or Unlimited edition.

### What if we need a feature that isn't listed?

Ask about a custom build. It's scoped and quoted to your workflow and built by the Tally team. Contact us.
