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How To Sync Products Between Salesforce and QuickBooks
How To Sync Products Between Salesforce and QuickBooks
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Written by Tally Support
Updated this week

Gain Control of Your Product Syncing with Tally

Tally empowers you to seamlessly synchronize product data between Salesforce and QuickBooks, ensuring consistency and streamlining your inventory management.

Choose Your Syncing Strategy:

  • Effortless Automation: Enable automatic product syncing in either direction (Salesforce to QuickBooks or QuickBooks to Salesforce) to keep your data constantly updated.

  • Manual Control: Prefer a more hands-on approach? Turn off automatic syncing and synchronize your products on demand using the dedicated "Sync to Salesforce" and "Export to QuickBooks" buttons.

What Gets Synced? 📋

When a product syncs between QuickBooks and Salesforce, we update these details:

  • Product Name

  • SKU/Product Code

  • Description

  • Price

  • Inventory Quantity

  • Tax Status (Taxable or Non-taxable)

  • Product Type

  • Purchase Cost

How Does Product Matching Work? 🤝

We offer three ways to match products between QuickBooks and Salesforce:

  1. Match by Name (Basic)

    • Looks for products with the same name

    • Perfect for simple setups where product names are unique

    • If multiple products have the same name:

      • We'll first try to update a product that isn't linked to QuickBooks yet

      • If all products are already linked, we'll use the first one we find

  2. Match by ID (Flexible)

    • Uses QuickBooks' unique ID to match products

    • Best for when you might have similar product names

    • Most reliable method for updating existing products

  3. Match by Name AND ID (Strict)

    • Product must match both the name and QuickBooks ID

    • Most careful approach

    • Helps prevent accidental updates to wrong products

Common Questions 💭

Q: What happens if I have duplicate product names in Salesforce?

  • If matching by name, we'll try to:

    1. First update any product that isn't connected to QuickBooks yet

    2. If all products are already connected, we'll update the first one we find

  • To avoid confusion with duplicates, we recommend using "Match by ID" instead

Q: Will my product prices be updated?

  • Yes! When products sync, their prices will be updated in all your price books

Q: What if a product exists in QuickBooks but not in Salesforce?

  • A new product will be created in Salesforce automatically

  • All the details from QuickBooks will be copied over

Q: Can I control which system "wins" when there are conflicts?

  • Yes! In your settings, you can choose:

    • Sync from QuickBooks to Salesforce

    • Sync from Salesforce to QuickBooks

    • Or both directions

Best Practices 🌟

  1. Before You Start

    • Review your products in both systems

    • Clean up any duplicate products if possible

    • Decide which system should be your "source of truth"

  2. Choosing Your Matching Strategy

    • Starting fresh? Use "Match by Name"

    • Have existing products? Use "Match by ID"

    • Need extra safety? Use "Match by Name AND ID"

  3. Maintaining Clean Data

    • Try to keep product names consistent

    • Regularly review your sync logs

    • Update product information in your primary system first

Step By Step - Syncing Products in Tally Hub from Salesforce




1. Click The App Launcher

3. Type "hub"

4. Click "Tally Hub"

5. Click "Sync Products"

6. Enable/Disable one of the two toggles to Enable/Disable Real-Time Sync

7. Click one of the Blue Buttons for on demand Synching

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