QuickBooks Salesforce Integration, Billing & Payments | Tally

Automate QuickBooks invoices, estimates, sales receipts, purchase orders, refunds and recurring billing using Salesforce Flow.

Manage accounts receivable, track balances and record card, ACH, cash, check, wire, full, partial or multi-invoice payments.

Keep QuickBooks Online and Salesforce synchronized across customers, products, transactions, payments, classes, taxes and accounting data.

Gain full data governance with customizable Read / Edit access provisions (drill all the way down to the field-specific level).

Invoices, recurring invoices, estimates, purchase orders, bills, sales receipts, and refund receipts – all managed from one centralized invoicing UI.

Set customizable Tax Rates, for companies with Accounts living in different States or Regions.

Flexibility to choose what SF Accounts map to which QB Customers (or; handle multiple locations by relating a single SF Account to multiple QB Customers).

The ability to work with multiple Salesforce Pricebooks. (Ideal for Customers with tiered pricing!)

Automation with no code using Tally's Invocable methods and Flows.