Works with your stack
Two-way sync with your books, payments that land in your bank, and hours from the tracker your team already opens.
- QuickBooks OnlineAccountingClients, invoices and payments, both waysAll plans
- XeroAccountingClients, invoices and payments, both waysAll plans
- StripePaymentsCard and bank transfer payments, paid out to your bankAll plans
- PlaidBank feedsRead-only deposits, to match payments to invoicesAll plans
- HarvestTime trackingApproved hours become line itemsAgency and Scale
- Toggl TrackTime trackingApproved hours become line itemsAgency and Scale
- ClockifyTime trackingApproved hours become line itemsAgency and Scale
- AsanaProjectsA finished milestone drafts its invoiceAgency and Scale
- HubSpotProjectsA won deal sets up the client and its retainerAgency and Scale
- SlackMessagingPaid and overdue notes in the channel you chooseAll plans
- Google DriveFilesA PDF copy of every invoice, filed by client and monthAll plans
- ZapierEverything elseTriggers for sent, viewed, overdue and paidAgency and Scale
Missing one? Write to [email protected] with the tool and what you'd want it to do. We read every request and reply within two business days.
When a sync needs you, it says so
Every change is logged in plain words. If QuickBooks rejects something, Tallybird tells you what and why, and keeps the invoice moving.
Sync activity · QuickBooks Online
- 10:41 AMPayment $7,495.00 recorded on TB-0142Synced
- 10:41 AMFee $5.00 posted to Merchant feesSynced
- 9:02 AMNew client "Juniper Row" has no tax rateNeeds you
- YesterdayInvoice TB-0143 createdSynced
The note in Slack says who paid, how much, and that QuickBooks already knows. Nobody has to type it twice.
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