We're excited to announce major enhancements to our QuickBooks integration, bringing you more powerful synchronization capabilities and an improved user experience through our new Tally Hub interface.
🎯 Tally Hub Enhancements
New Support Features
- Complete Tally Hub UI redesign
- Added dedicated "Support" button for quick access to help resources
- New "Chat with Us" button for instant communication with our support team
- Streamlined access to documentation and troubleshooting guides
- Improved user experience for getting assistance when needed
🔄 New Sync Features
QuickBooks to Salesforce Invoice Sync
Transform how you manage invoices across platforms with our new bidirectional sync:
When Sync is ON:
- Automatically creates invoice records in Salesforce when new invoices are created in QuickBooks
- Intelligently creates or updates Salesforce Accounts and Contacts to match QuickBooks customers
- Maintains complete line item details with accurate product mappings
- Real-time sync of invoice status and payment information
- Prevents duplicate records through smart QuickBooks ID matching
- Preserves all custom fields and line item details
When Sync is OFF:
- Existing synced invoices continue to stay up to date
- New QuickBooks invoices won't automatically create Salesforce records
- Maintain control over which invoices appear in Salesforce
QuickBooks to Salesforce Sales Receipt Sync
Streamline your sales receipt management with automated synchronization:
When Sync is ON:
- Instant creation of Sales Receipt records in Salesforce when created in QuickBooks
- Automatic Account and Contact creation/updates to match QuickBooks customers
- Complete sync of:
- Line item details and quantities
- Payment information and status
- Customer information
- Dates and reference numbers
- Smart duplicate prevention using QuickBooks IDs
- Maintains data integrity across both systems
When Sync is OFF:
- Existing synced receipts remain up to date
- New QuickBooks Sales Receipts won't create Salesforce records
- Maintain granular control over your sales receipt data
Management Features:
- View all synced Sales Receipts in a dedicated Tally Hub table
- Track sync status and history
- Easy-to-use toggle controls
- Comprehensive receipt details at a glance
📋 Estimate Enhancements
PDF Generation
- New capability to download Estimates as PDF files
- Professional formatting matching QuickBooks layout
- Instant access to estimate documents
Improved Estimate-to-Invoice Conversion
- Fixed critical bug affecting product mapping during conversion
- Ensures correct QuickBooks products are maintained when converting estimates to invoices
- Maintains accurate pricing and product details throughout the conversion process
- Improved reliability and consistency in the conversion workflow
Enhanced Payment Processing 🎉
What's New?
Better Multi-Invoice Payment Handling -
Previously, when you applied a single payment to multiple invoices in QuickBooks, our system sometimes had trouble keeping track of these payments accurately. - Now, whether you're paying one invoice or ten at once, everything is tracked perfectly in Salesforce!
Improved Payment Status Tracking
We've enhanced how payment statuses are displayed: - "Unpaid" - No valid payments - "Partially Paid" - Some payments received - "Paid" - Fully paid - The system now shows more accurate payment statuses, especially for partial payments
Smarter Payment Updates - When you modify or remove payments in QuickBooks, these changes are now reflected more accurately in Salesforce - Partial payment reversals are handled correctly, maintaining the right payment status for each invoice
Benefits ✨
**More Accurate**: Better tracking of payments, especially when dealing with multiple invoices
🔄 Better Sync:
Changes in QuickBooks are reflected more accurately in Salesforce
💪 More Reliable: Improved handling of complex scenarios like partial payments and reversals
### No Action Required This update is automatically available to all users. You don't need to do anything to enable these improvements - they're already working for you!