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QuickBooks Salesforce Integration, Billing & Payments | Tally

By Tally Integrations LLC

Automate QuickBooks billing, receivables and payments from Salesforce.

Starting at $3,840   USD/company/year

Discounts available for nonprofits

Try It
Industries
Manufacturing
Professional Services
Retail
Business Need
Integration
Accounting
Payments Processing
Requires
Sales Cloud
Service Cloud
Experience Cloud
Financial Services Cloud
Compatible With
Experience Cloud
Financial Services Cloud
Health Cloud

Tally is a complete QuickBooks Online and Salesforce integration for billing automation, accounts receivable and payment management. Automate invoices, estimates and sales receipts, accept or record payments, track balances and sync QuickBooks.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
QBO By Tally/Summer Patch 3.12.0
Listed On
05/06/2022
Latest Release
08/01/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 27
Custom Tabs: 18
Custom Apps: 2
Lightning Components
Global: 17
App Builder: 4
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.16.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/06/2022

Additional Details

Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.

Need help?

Tally Integrations LLC

Sharjah, UAE

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