# Connect QuickBooks to Tally and automate your tasks

## Why integrate QuickBooks with Tally

The QuickBooks to Tally integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

### Send every Shopify order to QuickBooks automatically

When an order is placed, MESA creates the corresponding record in QuickBooks — customer, line items, amount — without anyone touching it. Your books stay current from the moment a sale happens.

### Create QuickBooks invoices from Shopify orders

When a wholesale or B2B order comes in, MESA generates an invoice in QuickBooks and routes it to the right customer account. Your billing process runs without manual data entry between systems.

### Keep customer records consistent across both platforms

When a new customer places their first Shopify order, MESA creates or updates their record in QuickBooks. Your accounting and your store always reflect the same customer data.

### Turn Tally form submissions into Shopify customer records

When someone fills out a Tally form — an inquiry, an application, a pre-order request — MESA creates or updates their record in Shopify automatically. Your store knows about the customer before they ever place an order.

### Trigger Shopify workflows from form responses

When a Tally submission meets a condition — a product preference, a budget range, a wholesale inquiry — MESA kicks off the right workflow in Shopify. Your forms become the starting point for automation, not just a data collection step.

### Route form submissions to the right person on your team

When a Tally form comes in, MESA reads the responses and sends the details to the right channel — a Slack message, a ClickUp task, an email. The right person gets the context they need without anyone triaging submissions manually.

## Build any QuickBooks and Tally automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

###### Form Submitted

Starts when a form is submitted.

###### Customer Created

Starts when a customer is created.

- ID  
- Sync Token  
- Display Name  
- Title  
- Given Name  
- Middle Name  
- Suffix  
- Family Name  
- Primary Email Addr  
- Resale Num  
- Secondary Tax Identifier  
- Default Tax Code Ref  
- Preferred Delivery Method  
- GSTIN  
- Sales Term Ref  
- Customer Type Ref  
- Fax  
- Business Number  
- Bill With Parent  
- Currency Ref  
- Mobile  
- Job  
- Balance With Jobs  
- Primary Phone  
- Open Balance Date  
- Taxable  
- Alternate Phone  
- Meta Data  
- Parent Ref  
- Notes  
- Web Addr  
- Active  
- Company Name  
- Balance  
- Ship Addr  
- Payment Method Ref  
- Is Project  
- Source  
- Primary Tax Identifier  
- G S T Registration Type  
- Print On Check Name  
- Bill Addr  
- Fully Qualified Name  
- Level  
- Tax Exemption Reason ID

###### Customer Updated

Starts when a customer is modified.

###### Create Customer

Create a customer.

- Bill Addr  
- Notes  
- Display Name  
- Primary Phone  
- Primary Email Addr

###### Update Customer

Update a customer.

- Taxable  
- Bill Addr  
- Notes  
- Job  
- Bill With Parent  
- Balance  
- Balance With Jobs  
- Currency Ref  
- Preferred Delivery Method  
- Domain  
- Sparse  
- ID  
- Sync Token  
- Fully Qualified Name  
- Display Name  
- Print On Check Name  
- Active  
- Primary Phone  
- Primary Email Addr  
- Default Tax Code Ref

## Integrate QuickBooks with Tally today.

Enjoy a 7-day free trial. Get your first workflow in minutes.