Works with QuickBooks Pro Desktop like a dream!
Updated October 22, 2019
Works with QuickBooks Pro Desktop like a dream!
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Tallie
The construction company I work for is using Tallie to manage their AMEX corporate account and reimburse employees for monies spent on job related items. It allows me to collect receipts and match them to the purchases they make using their American Express.
- Tallie has an app that allows easy upload of receipts to the cloud.
- Has the ability to categorize spending to Jobs, Items and Class in QuickBooks syncing.
- Notifies me, the bookkeeper, via email of completed expense reports by the user.
- Tallie could improve the rate at which the charges download from American Express. A daily update would be more time efficient.
- Tallie could improve the editing of the Expense Categories and how you assign them to expenses and items.
- Tallie has cut back on the time it takes me to collect receipts from all the users and scan them in, match to statement, etc. Huge time saver!!
Integrates with QuickBooks Desktop easily.
Tallie Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
No - I don't need it and I don't know if they offer it.
Yes - I don't recall the issue. But it was fixed.