About Tally – QuickBooks and Salesforce Integration
Tally – QuickBooks and Salesforce Integration is a cloud-based integration platform designed to connect accounting workflows in QuickBooks with customer relationship management processes in Salesforce.
Tally – QuickBooks and Salesforce Integration Details
Vendor
Tally Integrations LLC
Year Launched
Location
United States
Deployment
cloud, web browser
Training Options
demo
Countries Served
All Countries
Languages
English
Users
Accountants, Bookkeepers, Small Business Owners, Finance Managers, Auditors., Revenue Operations Teams, Finance Teams
Industries Served
Healthcare, Education, Finance, Retail, E-commerce
Tags
Integration, Tally Solutions., CRM Accounting Sync, Billing Automation, Invoice Automation, Revenue Operations
Tally – QuickBooks and Salesforce Integration's In-App Market Place
Does Tally – QuickBooks and Salesforce Integration have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), INR (₹), AUD (A$), CAD (C$), SGD (S$), JPY (¥), CNY (¥), CHF (Fr)
Pros & Cons
- Seamlessly connects Salesforce CRM with QuickBooks accounting for unified workflows.
- Enables invoicing directly inside Salesforce without switching between platforms.
- Automates recurring billing processes for subscription-based business models.
- Supports ACH and major credit card payments for streamlined collections.
- Maintains data synchronization between finance and sales departments.
- Requires both Salesforce and QuickBooks subscriptions to operate effectively.
- Limited functionality if used without deep Salesforce CRM customization.
- May require Salesforce admin knowledge for configuration and workflow setup.
- Smaller vendor ecosystem compared to large enterprise integration platforms.
- Customization may require developer involvement for advanced workflows.
Tally – QuickBooks and Salesforce Integration's Support Options
Email Address
Inquiries@gettally.io