Frequently asked questions
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 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.
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.
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.
If you have QuickBooks Desktop or Enterprise installed then you should have all the software you need. Tally Street only provides a configuration file for the QuickBooks Web Connector that is already provided by Intuit to enable safe communications with third-party services. QuickBooks and the Web Connector don’t accept incoming connections and control all outgoing communications. The sending of data to Tally Street can be turned off at anytime via the Web Connector.
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Installation guides for all editions of QuickBooks