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.
Streamlined Product Information:
Tally synchronizes essential product details for optimal inventory management:
QBO ID
Name
SKU
Description
Sale Price
Taxable status
Type
Inventory quantity
Class
Simplify Your Inventory Management with Tally's Flexible Syncing!
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
