QuickBooks Online & Tallie Integration

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Tallie has a direct integration with the cloud-based accounting system, QuickBooks Online. Once Tallie has been connected and synchronized with QBO, data will move seamlessly between the two systems. Using this guide, you will learn how to:
 


Connect Tallie with QuickBooks Online

The first step of this integration is to authorize Tallie to access your QuickBooks Online and establish a connection between your Tallie and QBO.
 
  • Sign in to your QBO account.
  • In Tallie, click on the Gear icon in the upper-right corner.
  • Navigate to Integration & Sync.
  • Click on Sync Settings.
  • Select QuickBooks Online as your Accounting Software, and the Connect to QuickBooks button will appear. Click on it.
 
 
 
  • In the pop-up window, click Authorize to grant Tallie access to QBO.
 
 
  • Congratulations! Tallie and QBO are now connected.
 



Sync Tallie with QuickBooks Online
 
  • Once connected, Tallie and QuickBooks Online will begin to sync and you will notice a progress bar on the top of Tallie’s Integration & Sync page.
 
 
  • And that’s it! You’re now configured to sync with and export to QuickBooks Online!
 
 
  • Tallie automatically syncs with QuickBooks Online every hour. If you need to sync new list data from QBO immediately, simply go to:
             a.    Integration & Sync
             b.    Click Sync Now