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Accessing Sync Settings

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The Sync Settings tab allows you to select the default accounting software for direct integration and synchronization. We currently support QuickBooks for Windows, QuickBooks Online, Intacct, and Xero.

  • If you are using QuickBooks and only syncing with Bill.com or wish to use Tallie as a stand-alone, select Archive in the drop-down.
  • Each Tallie account can only be synced with one QBD/QBO/Intacct/Xero account. If you are converting to a different accounting system please reference Switching Accounting Systems. If you have acquired a new QBD/QBO/Intacct or Xero file please contact Tallie Support.

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