Quickbooks Online By Tally Integrations
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.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
- accounting2×1.31%
- accounts2×1.31%
- accounts receivable2×1.31%
- balances2×1.31%
Currency Manager & Updater
Schedule automatic rate updates so you won't have to worry about outdated exchange rates. Adjust the schedule to your own needs (1st day of month, weekly, daily etc.). Native Salesforce solution to manage currencies and dated exchange rates. You no longer need to ask System Admin or have full access to Salesforce Setup - Currency Manager comes with 1 single Permission Set that gives access to all the features. If needed - retrieve historical rates. ✔ Easy to install and use in 15-minutes ✔ Free installation service if needed ✔ Fully native to Salesforce ✔ Quick and long-time-support ✔ Open to add new feature requests
Top keywords
- rates3×3.00%
- salesforce3×3.00%
- access2×2.00%
- exchange2×2.00%
- exchange rates2×2.00%
- native2×2.00%
- needed2×2.00%
- schedule2×2.00%
