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Bank and Payroll Integrations

Bank and Payroll Integrations

Get your banks, credit cards, payroll and payment apps talking to your accounting software. We connect them and map them correctly, so transactions land in the right place without retyping.

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What we connect

Real_Time_Access

Banks and credit cards

Bank and card feeds connected to QuickBooks Online or Zoho Books.

Automatic_Updates

Payroll systems

Gusto, ADP, QuickBooks Payroll and other providers.

Enhanced_Collaboration

Payment processors

Stripe, Square, PayPal and similar.

Integrations

Expense and receipt apps

Expense tools connected and mapped.

Data security

E-commerce and point of sale

Online store and POS sales flowing into the books.

Simplified_Transactions

Custom integrations

Other business apps, through standard connectors or a custom connection.

Financial_Insights

Mapping and bank rules

Each type of transaction mapped to the right account, with rules for common items.

Cost_Effective

What is not included

We set up and connect payroll. We do not run payroll or file payroll taxes.

What we do for each connection

Every connection gets the same treatment:

  • Connect it to QuickBooks Online or Zoho Books
  • Map each type of transaction to the right account
  • Set up bank rules so common items are sorted automatically
  • Test it with real transactions
  • Write short notes so your bookkeeper knows how it works

How it works

Data_Integrity_and_Completeness

1. Discovery call

We list every bank, card and app you use.

Customization_and_Configuration

2. Fixed quote

You get a written scope, timeline and price.

Backup_and_Security

3. Connect

We set up each connection and the mapping.

Training_and_Support

4. Test

We run real transactions through and fix anything that lands in the wrong place.

Integration_with_Third_party_Applications

5. Handoff

You or your bookkeeper get the notes and take it from there.

How long does it take? Most integration projects take 1 to 3 weeks. Custom integrations can take longer, and we will tell you up front.

Questions people ask

Do you run payroll?

No. We connect and map your payroll system. Your payroll provider or your bookkeeper runs it.

Often, yes. With more than 25 years of data integration experience, we can usually build a custom connection.

Yes. We find out why and set it up again properly.

Yes. We work white label for many firms and hand everything back to you.

Why choose True Tally Services?

  • 25+ years of data integration: Old, custom and unsupported systems are routine for us.
  • Built for bookkeepers: Many firms use us white label.
  • Fixed pricing: You get a written scope and price before we start.
  • Numbers that match: Every project ends with a tie out report and a clean handoff.

Ready to move off the desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.