The Seamless Salesforce And QuickBooks Integration

Tally helps you with Salesforce and QuickBooks Integration for easier invoicing all in one intuitive platform.

Salesforce And QuickBooks Integration, Tally
Salesforce And QuickBooks Integration, Tally

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!

Salesforce And QuickBooks Integration, Tally
Salesforce And QuickBooks Integration, Tally
Features

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. 

Salesforce And QuickBooks Integration, Tally

Multi-Price book

Sync your QuickBooks with multiple Salesforce Price Books. Perfect for tiered pricing, and categorized Product / Service lines. 

Salesforce And QuickBooks Integration, Tally

Actions

Void Invoices, send reminders and generate Invoices as PDF’s directly from Salesforce.

Salesforce And QuickBooks Integration, Tally
Salesforce And QuickBooks Integration, Tally

Advanced Features

Enable QuickBooks Classes, Custom Tax Rates, Custom Fields, Custom Invoice Numbers, and more! 

Salesforce And QuickBooks Integration, Tally

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.

Salesforce And QuickBooks Integration, Tally

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.

Salesforce And QuickBooks Integration, Tally

Theres more...

Above, we’ve packed in all the features we could. Now, below, let’s dive even deeper!

Salesforce And QuickBooks Integration, Tally

Payment Processing

Tally accepts Credit Cards and ACH payments with QuickBooks Online. Customers can pay using Mastercard, Visa, American Express, and Discover. 

Salesforce And QuickBooks Integration, Tally

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

Salesforce And QuickBooks Integration, Tally

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.

Salesforce And QuickBooks Integration, Tally

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.

Ready To Integrate Salesforce And QuickBooks?

Tally Quickbooks and salesforce Integration

Libero nibh at ultrices torquent litora dictum porta info switch@info.com

Getting started is easy

Start connecting your payment with Switch App.