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Installing TallieConnect

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To begin synchronizing Tallie with QuickBooks Desktop, you must install TallieConnect, the sync engine that ties the systems together. Once Tallie Connect has been installed and configured, data will move bi-directionally between the two systems.

If you are using a hosting service to store your accounting data, such as QB files, please contact your hosting provider to install the TallieConnect engine for you. See this article for a list of verified hosting providers that Tallie can sync with.

Installing TallieConnect

  • Log into Tallie.
  • Click the Gear icon at the upper-right corner. You may also click your name and select Settings.

 install_tc_1.jpg

  • Click Download TallieConnect​. install_tc_2.jpg
  • Click Run when prompted.
  • When the installation wizard appears, click Next. install_tc_3.jpg
  • Make sure the install destination is on the same server as where your QuickBooks file is stored. install_tc_4.jpg
  • Click Install. install_tc_5.jpg
  • Click Close when the installation is completed. install_tc_6.jpg
  • You can access TallieConnect from your Windows Start Menu by going to All Programs Tallie TallieConnect.
  • Once it’s open, it will run in the background and can be located in the Windows system icon tray. install_tc_7.jpg

 

 
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