Category Archives: quickbooks integration

QuickBooks Online Expense Management

Tallie Track Billable Items Class Project Accounting
Tallie Track Billable Items Class Project Accounting

It’s never been easier to integrate and sync Quickbooks Online with the Tallie Expense Management Solution.

Tallie provides full Expense Management integration with Quickbooks Online. A minimum amount of time, and effort are required to integrate both state of the art accounting systems. This integration of QBO and Tallie makes it easier to run your business, save money and to reduce the overhead of employee time and effort of gathering, submitting, and reporting on business expenses. Tallie is your QuickBooks Online Expense Management solution and Quickbooks Online Integration has never been easier.

There a whole bunch of folks using and utilizing Quickbooks Online to manage their business books. Until now, there hasn’t been much to choose from in terms of integrating Quickbooks Online or QBO with an Expense Management Solution. The days of clunky spreadsheets, or clunky software applications are now behind us. Easy to integrate, easy to use, and efficient for getting employees reimbursed for expenses, and expense reports filed are the hallmarks of these modern cloud based and online expense management systems.

QuickBooks Online Expense Management

Quickbooks Online is used to manage and run businesses by many thousands of accountants, CPAs, bookkeepers and small business owners all over the world. But the tools for integrating QBO and Expense Management software have been lacking in depth and robustness up until Tallie announced full two way synchronization with Quickbooks Online.

Deep QuickBooks 2 Way Integration
Deep QuickBooks 2 Way Integration

Tallie + QuickBooks 2-Way Integration

Tallie’s 2-way integration with QuickBooks achieves a high standard for depth of integration, ease of synchronization, and support across both systems. The Tallie & QuickBooks integration includes key accounting features — Class & Project Accounting, Document Attachments, Billable Item Tracking, and more. Tallie & QuickBooks offer the only complete cloud-based accounting workflow integrated w/ Bill.com & SmartVault — delivering lowered costs, higher efficiency, financial visibility, and control. QuickBooks Online Expense Management has never been so deep, robust, and easy.

Tallie iOS Mobile Workflow
Tallie iOS Mobile Workflow

Mobile Workflow

Expenses are easily scanned, submitted, tracked and approved by any mobile device. Tallie App is available for iOS & Android.

Smart Categorization Automatic Matching
Smart Categorization Automatic Matching

Smart Categorization & Automatic Matching

Auto-categorization of expenses based on client usage behavior and chart of accounts. Imported credit card transactions are automatically matched to receipt images.

Tallie Policy Controls Approval Control
Tallie Policy Controls Approval Control

Policy Controls & Approval Control

In-process policy violation alerts to employees, managers and approvers. Set approvers by person, project and dollar amount. Approve expenses online from your browser or directly from email.

Tallie Document Expenses
Tallie Document Expenses

Document Expenses

Direct attachment of receipt images to expenses created in QBO (Quickbooks Online).

Track Billable Items & Class and Project Accounting

Easily attach Billable expenses and related receipt images to client invoices. Quickly and seamlessly import project and class data for each expense into QuickBooks Online.