Updating TallieConnect

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Every once in a while, we release a new version of TallieConnect with enhanced stability and performance improvements. We recommend users to update to the newest release. This guide will instruct you how to:
 


Uninstalling TallieConnect

To ensure a complete installation, we recommend un-installing any old versions of TallieConnect you may have installed on your machine prior to installing the new version. To check the version of the TallieConnect you’re running, simply right-click on the TallieConnect icon in the system tray, and select About.
 
  • Navigate to the TallieConnect program folder on your computer. By default, this is usually located in:
             a.    C Drive
             b.    Program Files (x86)
             c.    SpringAhead
             d.    TallieConnect

                           o    If you’ve previously customized the install location of TallieConnect, the location of the uninstaller may                       vary.
     
  • Find and run the application labeled UnInstall_TallieConnect.
 
 
  • Click Uninstall within the uninstaller.
  • Close the application when the uninstallation is complete.


Installing the New TallieConnect
 
  • Login to your Tallie account.
  • Navigate to the Settings area by clicking the Gear icon in the upper-right. You may also click your name and select Settings.
 
 
  • Click the Download TallieConnect button.

  From the Settings > Home page:
 

 From the Settings > Integration & Sync > Overview page:
 
 
  • When the download finishes, run the TallieConnect Installer and click Next on the first screen.
  • If you’re a hosting provider who’s installing TallieConnect for a client, check the Hosted Environment Setup option. Otherwise, click Next to install TallieConnect on your local drive.
 
  
  • Click Install.
 
 
  • Once the installation is complete, click Finish.
 



Configuring TallieConnect
 
  • Locate the TallieConnect icon in your system tray (Note: You may need to select the upward arrow and select the icon from the list that appears).
 
 
  • Right-click the icon and select Sign in and connect to Quickbooks.
  • Enter your Tallie login credentials, and click Sign In.
 
 
  • Follow the on-screen instructions to finish configuring TallieConnect. And that’s it! Now you have the latest TallieConnect.