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. This is referred to as a Triangle Sync because the three systems are connected to each other. Once the triangle sync is made, the same QBD file/account, Tallie account, and BILL account, must always be connected to each other. 

To create the Triangle Sync, please follow the steps below: 

1. Connect Quickbooks (or Quickbooks Online) with BILL.
2. Connect QuickBooks or QuickBooks Online to Tallie.
3. Connect BILL to Tallie.

Once the systems sync, the list data will match across platforms. Please note that the sync is bi-directional, meaning when changes are made in Tallie, they will sync over to both Quickbooks and BILL.