Instead of re-entering invoices and payments into your books by hand, connect QuickBooks Online and let TalleFlow push your financial activity over automatically.
What This Integration Does
The QuickBooks Online integration keeps your bookkeeping up to date by pushing financial activity from TalleFlow into QuickBooks, including:
Invoices
Payments
Refunds
Fees
Expenses
This is a one-way sync: data flows from TalleFlow into QuickBooks Online. Changes made directly inside QuickBooks won't sync back into TalleFlow.
Connecting QuickBooks Online
Open Business Settings
Navigate to Connected Tools
Find QuickBooks Online and click Connect
Sign in to your QuickBooks Online account and authorize access
Mapping Wizard
After connecting your account, TalleFlow walks you through a mapping wizard. This is where you match your TalleFlow items, fees, and accounts to the corresponding accounts and categories in QuickBooks Online, so everything lands in the right place in your books.
We recommend completing the mapping wizard fully before turning on automatic sync, so your first synced transactions land correctly.
Automatic vs. Manual Sync
Once the mapping wizard is complete, you can choose how syncing happens going forward:
Automatic: new invoices, payments, refunds, fees, and expenses push to QuickBooks Online as they happen in TalleFlow
Manual: keep automatic sync off and trigger a sync yourself whenever you're ready
You can enable automatic sync at any time after finishing the mapping wizard — it isn't required to keep it on permanently if you'd rather control when transactions push over.
Best Practices
Complete the full mapping wizard before your first sync to avoid miscategorized transactions
Since this is a one-way push, make any corrections in TalleFlow rather than in QuickBooks so the two stay consistent
If you add new fee types or accounts in TalleFlow later, revisit the mapping wizard to map them before relying on automatic sync
Need Help?
If you run into issues connecting your account, completing the mapping wizard, or syncing transactions, reach out to the TalleFlow support team for assistance.