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:
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
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
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:
First update any product that isn't connected to QuickBooks yet
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 🌟
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"
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"
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
