Overview
Keep Tallybook Online up to date with every invoice, payment and new client you add in Tandem.
Map items and accounts once, and every new record lands in the right place.
What syncs
- Invoices and payments
- Customers
- Products and services
What syncs
- Invoices and credit notesTo Bookkeep.ai
Set up in minutes, not an afternoon
Three short steps. Most teams are syncing in under five minutes.
Connect your account
Click Connect, sign in to Bookkeep.ai and approve access. Tandem never sees your password.
Choose what syncs
Switch each record type on or off, and map your income accounts and tax rates.
Sync and check
Run the first sync, then review a sample invoice on both sides. After that it runs on its own.
