The Seamless Salesforce And QuickBooks Integration
Tally helps you with Salesforce and QuickBooks Integration for easier invoicing all in one intuitive platform.
Salesforce Invoicing and Data Governance is now Easier
Single dynamic interface
Create Invoices, Estimates, Recurring Invoices and more from a single dynamic interface. Tally’s trademark Invoicing UI, as well as Account-specific Billing activity, can be nested in any Salesforce object.
A True Two-Way Sync
Invoices that are Paid, Partially Paid and Void reflect in Salesforce. Updated QuickBooks Customers, Products, and Inventory are all updated in Salesforce within seconds.
New Invoices, Estimates, and Customers (Accounts) created in Salesforce will also reflect in QuickBooks.
Account Mapping Tool
QuickBooks Customers will automatically map to your Salesforce Accounts. Alternatively, you can use our mapping tool to map the Accounts yourself, ensuring the sync works as needed for your business.
If you’re starting fresh with no Salesforce Accounts, you can utilize Tally’s Account Creation tool. It will import your QuickBooks Customers as Salesforce Accounts, and map them for you!
Features Galore!!
We tried to cram as many features as we can into this list, but we couldn’t include them all. We’re just that good!
Salesforce Invoicing
Send Invoices and Estimates from any Object. Updates will reflect in Salesforce within seconds.
Multi-Price book
Sync your QuickBooks with multiple Salesforce Price Books. Perfect for tiered pricing, and categorized Product / Service lines.
Actions
Void Invoices, send reminders and generate Invoices as PDF’s directly from Salesforce.
Advanced Features
Enable QuickBooks Classes, Custom Tax Rates, Custom Fields, Custom Invoice Numbers, and more!
Predefined Settings
Set CC limits for when you only want to accept ACH. Choose default terms and even message on Invoice and message on statement.
Lock It Up
Choose which users you want to be able to Save Invoices, Save And Send invoices or to only view Invoices with our customizable Permission Sets.
Theres more...
Above, we’ve packed in all the features we could. Now, below, let’s dive even deeper!
Payment Processing
Tally accepts Credit Cards and ACH payments with QuickBooks Online. Customers can pay using Mastercard, Visa, American Express, and Discover.
Recurring Invoices
Give Customers full flexibility to define their own Billing Frequency, and Term Length, of a Recurring Billing sequence. Set your terms and preferences. Tally does the rest! Book A Demo
QuickBooks Class Tracking
Use QuickBooks class tracking to categorize and track income, expenses, and other financial transactions in a more granular and organized manner directly out of Salesforce.
Estimates
Feel right at home with the same exact QuickBooks estimates UI in Salesforce, but with even more functionality. QuickBooks won’t automatically send an invoice when an estimate is approved, but Tally will.
The Tally team did a great job staying on top of our project and clearly communicated updates and expectations along the way. Great experience. Would recommend!
John Winther Founder & CEO of BestNotes