Using Tallie on Swizznet

To begin using Tallie expense tracking software on Swizznet, please contact our sales team at sales@swizznet.com 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