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Implementing Tallie


Welcome to Tallie! Below are topics for reference to implement your new company. You will also find information on setting up different Accounting integrations as well as steps to ensure you get the most of the system. 

For extra assistance, please contact Tallie Support or check out our Implementation Video Tutorials

1. Integrations

Below are topics to reference if you are integrating Tallie with QuickBooks, Intacct, Xero, or

QuickBooks Desktop:

QuickBooks Online:

QuickBooks,, and Tallie:



2. User Permissions & Categories

Assign your team with the appropriate user permissions, and add and map your expense categories.

3. Tips and Tricks for Additional Features

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