To begin using Tallie expense tracking software on Swizznet, please contact our sales team at firstname.lastname@example.org or by calling 888-794-9948 and selecting option 1 for sales. Once we have added Tallie to your account, you can begin using it by following these steps:
- Open QuickBooks on Swizznet and login to your QuickBooks company file you'd like to integrate with Tallie as Admin and in single-user mode.
- Open Tallie on Swizznet and log in using your Tallie credentials.
- A Tallie icon will show up in your system tray that you can right click on to perform a sync on demand. The Tallie icon will look similar to this:
- When you are finished working in QuickBooks, right click on the Tallie icon in your system tray and select Exit