QuickBooks Desktop/Online, Bill.com & Tallie Triangle Setup

HomeIntegrations & Sync › QuickBooks Desktop/Online, Bil...
Printable Versions & Attachments

This setup is for users who wish to handle expense reimbursements through Bill.com, and export corporate card transactions directly to QuickBooks or QuickBooks Online.

          1.  Ensure Bill.com has been synced with QBD/QBO recently. If not, go ahead and perform a sync.                                   o    Resolve any errors that come up in Bill.com Sync Dashboard before proceeding. 

          2.  Sync Tallie with QuickBooks or QuickBooks Online.

          3.  Once completed, log into Bill.com and follow this article to connect it with Tallie.