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 open your QuickBooks company file you'd like to integrate with Tallie
  • 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: TallieIcon.png
  • When you are finished working in QuickBooks, right click on the Tallie icon in your system tray and select Exit
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