Do more within your CRM! Tally's component lets you manage key financial activities - invoices, estimates, receipts, payments, and invoice status - directly within the objects you use every day.
Benefits:
Eliminate context switching
Simplify workflows
Improve data accuracy
Gain real-time sales insights
Nesting Flexibility: Manage finances for multiple QuickBooks customers linked to a single CRM account.
Ready to Get Started?
See our detailed step-by-step guide for adding the Tally component to your Org
Set up QuickBooks Integration in Salesforce Lightning Platform
1. Navigate to your desired object record
2. Click the Gear Icon.
3. Click "Edit Page".
4. Click on the middle component
5. Click "Add Tab" Its located on the right side of your screen.
6. Click "Details"
7. Click this dropdown and scroll up until you find "Custom".
8. Type "QuickBooks"
9. Click "Done"
10. Click "QuickBooks"
11. Drag "Tabs" into the "QuickBooks" Section thats on the middle of your screen.
12. Click "Related"
13. Click this dropdown and scroll up to "Custom".
14. Type "Estimates"
15. Click "Done"
16. Drag "QB_GenerateEstimate" into the "Estimates" Tab thats in the middle of your screen.
17. Click the "API Name of the Account Lookup field" field and type "AccountId".
18. Click "Details"
19. Click "Details"
20. Click this dropdown and find "Custom".
21. Type "Invoices"
22. Click "Done"
23. Click "Invoices"
24. Drag "QB_GenerateInvoice" into the "Invoices" Section on the middle of your screen.
25. Click the "API Name of the Account Lookup field" field.
26. Type "AccountId"
27. Click "Save"
28. Click "Activate"
