Integrations

Integrations Overview & Settings

• Syncing QuickBooks, BILL and Tallie
• Supported QuickBooks Desktop & OS Versions for TallieConnect
• Intacct and BILL Integrations with Tallie
• Configuring FTP Import
• Switching Accounting Systems
• Re-Exporting Reports

TallieConnect

• Installing TallieConnect
• Updating TallieConnect
• Switching Companies via TallieConnect
• Viewing TallieConnect Status
• Synchronizing with QuickBooks Desktop via TallieConnect
• Reconnecting with QuickBooks via TallieConnect

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SmartVault

• Enabling SmartVault
• Finding Receipts in SmartVault

QuickBooks

• QuickBooks Desktop Export and Sync Errors
• Managing the Location List for QuickBooks Online
• Understanding QuickBooks Online Export Errors
• QuickBooks Online & Tallie Integration
• Exporting to QuickBooks
• Exporting Non-Reimbursable Expenses to QuickBooks Bank Accounts

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BILL

• BILL & Tallie Integration
• BILL Export & Sync Errors
• Exporting to BILL
• Mapping to BILL Vendors
• Finding Exported Data in BILL

Intacct

• Intacct Export & Sync Errors
• How to Use Bank Feed
• Exporting to Intacct
• Enabling Bank Feeds
• Integrating Intacct Single-Entity and Tallie
• Integrating Intacct Multi-Entity and Tallie

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Xero

• Xero Export and Sync Errors
• Integrating Xero & Tallie
• Exporting to Xero

NetSuite

• NetSuite Accounting Sync & Export Errors
• Opting Out of Sending Attachments in NetSuite
• Updating your NetSuite Integration to Send Attachments
• Finding Exported Data in NetSuite
• Downloading the Tallie Integration Bundle
• Configuring NetSuite and Tallie

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