Proprietary Integration Built Especially for QuickBooks Desktop & Enterprise

Tallie builds, maintains, and fully supports its own direct integration with QuickBooks Desktop. This means the smoothest, most reliable connection on the market. Tallie's sync engine, named TallieConnect, offers an instant, real-time, and automatic data sync. When a record is edited in Tallie, the update is reflected immediately in your QuickBooks file, and when an update is made in your QuickBooks file it is reflected in Tallie either on demand or within the hour. No third party connectors, no nightly scans, no clicking.

TallieConnect integrates Tallie with QuickBooks Desktop

TallieConnect is developed and supported by the very same engineering team as Tallie itself. Use TallieConnect to transform expense reports into QuickBooks Bills, Checks or Credit Card Transactions featuring full line item detail and the option to export expenses to items.

TallieConnect integrates Tallie with QuickBooks Desktop

Quality Comparison

Integration Quality Tallie Concur Expensify
Activity-Based Sync with QuickBooks Desktop
Accounts, Classes, Items, Customers/Jobs, Vendors, & Employees always in sync
Associate receipt images with QuickBooks transactions using SmartVault integration
Map expenses to Items or Accounts
Export reimbursable expenses as Bills
Export reimbursable expenses as Checks
Export non-reimbursable corporate card expenses as credit card charges
Reduce Vendor list clutter by exporting corporate card merchants to the Other Names list
Expense Software Quality Tallie Concur Expensify
Mobile app
Rapid receipt processing (average less than 60 seconds) included with all accounts at no extra charge
Credit card receipt auto-match included with all accounts at no extra charge
Smart expense categorization
Policy alerts
Duplicate transaction identification based on data similarity and past behavior
Approve expense report directly from email
Client Support Quality Tallie Concur Expensify
Same day, turnkey implementation and admin training
U.S.-based support by phone
U.S.-based support by email
U.S.-based support by live chat
Weekly client training webinars

What makes Tallie + QuickBooks Desktop the ideal solution for your accounting workflow?

Improve team productivity by streamlining the data entry and approval process.

Take advantage of the full range of QuickBooks Desktop features including Classes, Items and Other Names.

Streamline client billing with Customer/Job tracking, billable flag controls and optional SmartVault integration.

Guarantee that expenses are policy compliant and approved by management before they hit your P&L.

Rest assured that your data transfers securely and accurately with Tallie's award-winning data synchronization engine.

"We switched from Concur to Tallie because of its ease-of-use and superior service."

David J. Arter, VP of Finance & Operations

American Dairy Association and Dairy Council

How Tallie works

Minimal Data Entry

Snap a picture or email your receipts and Tallie will do the data entry. Simply review your work and submit.

Internal Controls

Strengthen your internal controls with robust approval controls and immediate policy alerts.

Direct Data Sync

Tallie is the only automated expense report software to offer immediate bi-directional integrations with major accounting systems.

Award-Winning Client Support

Turnkey Setup

Same-day account setup with a Tallie technical expert.


New customer training sessions and continuous education for new Tallie features.

1-on-1 Support

Lifetime, U.S.-based technical support.

Learn More at Our Blog

Cash Advance workflow for Tallie in QuickBooks Desktop
Tallie How-To: Cash Advance Workflow & Expense Reports in QuickBooks Desktop

Automating your expense reports with Tallie is easy. Our bi-directional integration with QuickBooks Desktop forms an intuitive and customizable expense management solution. If you are a QuickBooks Desktop user who wants to create cash advances for your employees, here is the recommended workflow.

Tallie and QuickBooks Desktop tips
QuickBooks Desktop: How to Manage Billable Expenses Using Service Items

Invoicing expenses is generally a fairly straightforward process in QuickBooks, which can be made even more effective with some helpful tips from Tallie Experts. Enjoy this guide to better managing billable expenses by using Service Items in QuickBooks.

Tallie and QuickBooks Desktop, Using other Names list
Expert Tip: Use QuickBooks Other Names List

If your company is using Tallie for expense report automation, Corporate Credit Card merchants can be exported directly to the QuickBooks Other Names list. This process keeps your vendor list uncluttered while still providing robust merchant reporting. Simply use Tallie's Export Settings to indicate export of Corporate Credit Card merchant names to your preferred list.

Request a Demo

Ready to see what Tallie + QuickBooks Desktop can do for your company? Schedule your personal Tallie product demo today.

A one-on-one product demo is your opportunity determine whether Tallie is the right expense report management tool for your company.