Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
QuickBooks Salesforce Integration, Billing & Payments | Tally
Automate QuickBooks billing, receivables and payments from Salesforce.
Overview
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.
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.
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.
Categories
- Business Needs
- IntegrationAccountingPayments Processing
- Industries
- ManufacturingProfessional ServicesRetail
- Personas
- ArchitectConsultantExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package