How-to Guides

Connecting to QuickBooks Online

Connecting Tally Street to QuickBooks Online takes about 15 seconds, but you must be an administrator or accountant for the QuickBooks account.

Connecting to QuickBooks Enterprise

Tally Street safely and securely integrates with QuickBooks Desktop and Enterprise using the built-in Web Connector, in just a few simple steps.

Tally Customer Sheet

The Tally Customer Sheet summarizes the performance, lifetime value and payment performance of every customer based on you invoice and payments data.


Manage Customer Risk Now and After Covid-19

Covid-19 Lockdown Impact On Small Businesses Incoming cash falls 50% at small business-to-business companies. Most of the small business alarms during the coronavirus lockdowns have been ringing for consumer businesses, with good reason since restaurants and retailers across the country are shuttered. Now we’re beginning to see the ramifications in the business-to-business vendors that support […]

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AICPA Selects Tally Street

2020 Lineup Announced for Startup Accelerator Tied to Accounting Innovation Four Early-Stage Companies to Receive Guidance from the Association of International Certified Professional Accountants and NEW YORK (Feb 24, 2020) – Four early-stage companies pursuing various solutions involving digital assets, climate risk, automation and artificial intelligence will form the 2020 cohort for an accounting-focused […]

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Net Revenue Retention Drives B2B Success

Acquiring new customers is important to growth, but retaining customers is critical to the survival of businesses that depend on repeat sales to the same customers. There are multiple ways to measure repeat business success, but key ones are customer retention and net revenue retention.

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Is Your A/R Giving You Any Credit?

Traditional banks tend to limit loan amounts to a percentage of the business’s net worth or a percentage of high-quality assets. For many businesses, accounts receivable is one of their most significant assets — and helping your lender appreciate the quality of that A/R can help you borrow the maximum amount at optimal rates.

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First, we rely on your successful authentication as a QuickBooks administrator or ProAdvisor to provide access to QuickBooks, and we comply with Intuit’s policies. All data sent between QuickBooks and Tally Street are sent over authenticated and encrypted connections. We then store your data in a multi-tenant infrastructure that separates each company’s data from other companies’ data, and we also store it as encrypted data. We also carefully manage and control all access to and between our internal services with firewalls and other barriers. Lastly, we minimize exposure to external access risks because we directly send the reports and summaries we generate to you instead of requiring you to log into a dashboard.

It won’t! Tally Street is “read-only”. Tally Street only retrieves customer and invoice data from QuickBooks for analysis. This also helps Tally Street handle very large data files without impacting QuickBooks performance. Tally Street never adds, changes, or deletes any data in QuickBooks.

Tally Street is available for QuickBooks Online, Desktop and Enterprise and subject to the same restrictions Intuit places on all apps. You should review our Privacy Policy and Service Agreement. You also should review Intuit’s Data Sharing Policy.

When you connect Tally Street to QuickBooks, you are granting access to accounting data that includes customers, invoices, estimates, sales receipts, credit memos, and other transaction data. Tally Street does not require access to bill, budget, inventory, payroll, or time activity data. Tally Street does not create, modify or process any payments.

Tally Street analyzes invoice-related data to find new sales opportunities, better understand customer purchasing and payment patterns, and boost incoming cash flow. The data, insights and recommendations are sent directly to the QuickBooks administrator or accountant.

It’s easy to get started