This guide will demonstrate how to map People in Tallie to Vendors in Bill.com. This association must be populated in order for Tallie to know who to create a bill for when you export a report to Bill.com for reimbursement.
If you have Tallie syncing with QuickBooks Desktop directly, then your People list may already be created. If so, skip the first step regarding adding new users in Tallie.
If your Tallie syncs with Bill.com which then syncs with your accounting software such as QBO, Xero, or Intacct, then you will need to create your users in Tallie first.
- To add people in Tallie, click on your name at the upper right corner, go to Settings, Manage Lists, People, and click Add Person.
- To map your Tallie People to the Bill.com Vendors, go to Manage Lists, People, and click on a name.
- Go to the Mapping tab, select the proper Bill.com Vendor to map the individual to, and click Save.
Please Note: If you do not see a list of Bill.com Vendor Names to select from, double check Bill.com to ensure you’ve recently synced with your accounting system. Then in Tallie, go to Settings, Integration & Sync, Overview, and click Sync Now to sync Tallie with Bill.com once more.