Help & Support

Using the app

How do I send a receipt?

Tap Scan, point your camera at the receipt, and it goes straight to your bookkeeper. You can also upload a PDF or an existing photo.

What do the statuses mean?

Processing — we’re reading the receipt. In review — your bookkeeper is checking it. In your books — it’s recorded. Couldn’t use— the image didn’t work; a new scan usually fixes it.

How do I connect QuickBooks or my bank?

Connections happen in the web portal. In the app, open Account and tap a connection row to get there. Not on QuickBooks? That’s fine — your bookkeeper can keep your books in Tallio, and you only connect your bank.

I can’t sign in.

Accounts are created by your bookkeeper’s invite — they aren’t created in the app. Use “Email me a sign-in link” on the sign-in screen, or contact your bookkeeper for a new invite.

Deleting your account

Your account is managed by your bookkeeping firm. To permanently delete your account and its data, email support@tallio.ca from your sign-in address — we confirm and complete deletion within 30 days, subject to records we’re legally required to keep (see our Privacy Policy).