Syncing QuickBooks, BILL and Tallie Follow
This setup is for users who wish to handle expense reimbursements through BILL, and export corporate card transactions directly to QuickBooks or QuickBooks Online.
- Ensure BILL has been synced with QBD/QBO recently. If not, go ahead and perform a sync.
- Resolve any errors that come up in BILL Sync Dashboard before proceeding.
- Sync Tallie with QuickBooks or QuickBooks Online.
- Once completed, log into BILL and follow this article to connect it with Tallie.