Connecting Your QBO Client Data

Data Flow

Tallyfor pulls the QuickBooks Online (QBO)Trial Balance to the Tallyfor Trial Balance.

Getting Started

The Integration card on the Menu ribbon presents you with a few options to pull your QBO data.

  • Each Client can have multiple Trial Balances and each Trial Balance can be connected to a single QBO company
  • More than one Trial Balance can connect to one QBO company. 
  • You can choose the Trial Balance date to pull over.
  • You can choose Cash or Accrual. 

FAQs and Troubleshooting

Q. My data has changed in QBO, how do I refresh Tallyfor?

    • A: Tallyfor remembers your Renames, Groupings, Tax Categorizations, and Journal Entries. Simply click QB Connect again. Tallyfor will also remember the work you have done if you change the Date or Accounting Method.

Q. How do I disconnect from QuickBooks Online?

    • A. You can disconnect and delete previously downloaded data by clicking on the button "Disconnect and delete all accounts" found at the bottom of a Trial Balance.  This will also delete Groupings, Renamings, Tax Mappings, and Journal Entries.

Q. What doesn’t your integration do?

    • A. Book Journals are not currently pushed back to QuickBooks Online.

Q. When and how does data sync occur?

    • A. Data is synced once when you click the QB Connect button. For your information, Tallyfor displays the date that the sync was last made.

Q. What QBO user permissions are required?

    • A. You need to be invited as an Admin to pull data from QBO's API.

Q. What if I can't see all clients in QuickBooks Online clients or there are issues with the login name being displayed?

    • A: You may need to clear the cache files of your browser. 
    • A: What if I still can't find a QBO client?
      • What could cause confusion when searching for a company on QuickBooks Online is that there are four different names that could be associated with a QuickBooks Online account. The one you should be looking for is the "Display Name" of the Accountants View. This quick video shows where and what to look out for.

Q: What if we get an email from Intuit like the one below whenever we connect Tallyfor to QuickBooks Online? Does this mean that the admin on the QuickBooks Online file is being changed? Are our clients getting these notifications too?

A: These email notifications originate from Quickbooks as part of their like standard security for their app partner program. This is how Quickbooks lets you know that two people are accessing the file.

There are two types of email notifications:

  1. Sent to subscription owner when Tallyfor is FIRST connected to the QuickBooks Online company
  2. Sent to the connection owner (the user who originally connected Tallyfor to QuickBooks Online) when another user connects Tallyfor to the same company file
Type #1 can go to the client if they  own the QBO subscription. Type #2 will go to the firm's Tallyfor users (the one who  owns the QBO connection and the one who making the new connection).

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