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%
Aedon.Accounting
✓ Effective focus on projects, customers, account execs & more ✓ Detailed reporting & dashboards ✓ Combines actuals with unlimited budgets & targets WIZARDS ✓ Revenue recognition ✓ Recurring Invoices ✓ Recurring Journals ✓ Scheduled Payments OPPORTUNITY TO CASH PROCESS MANAGEMENT ✓ Manage end-to-end in Salesforce ✓ Pre-built integration ✓ Standard SF accounts, contacts, products & price books UNLIMITED AUTOMATION & CUSTOMISATION ✓ Standard Salesforce ✓ Approvals ✓ Exception reporting ✓ Flows for credit collection ✓ Add unique fields and objects ACCOUNTING FEATURES ✓ Unlimited multi-companies ✓ Unlimited multi-currency ✓ Integrated bank reconciliation ✓ Aged Debtors & Creditors ✓ MTD HMRC Recognised ✓ UK & Irish VAT Reporting IMPLEMENTATION ✓ VAT Quarter Migration Plan ✓ Design Guides ✓ Migration Checklist & Templates ✓ SI Partner Support CUSTOMER SUPPORT ✓ Telephone ✓ Email ✓ Knowledge Base 12 MONTH GUARANTEE ✓ No quibble ✓ All Aedon license costs refunded
Top keywords
- unlimited4×3.67%
- reporting3×2.75%
- migration2×1.83%
- recurring2×1.83%
- salesforce2×1.83%
- standard2×1.83%
- support2×1.83%
- vat2×1.83%
