Shackleton for QuickBooks Desktop
Plenty of contractors run QuickBooks Desktop and have no reason to move. Shackleton connects to it directly, so your project team works in Shackleton and the invoices and bills land in QuickBooks against the right customer, job and vendor.
| In Shackleton | Becomes | In QuickBooks Desktop |
|---|---|---|
| Projects | Customers and jobs | |
| Subcontractors | Vendors | |
| Owner invoices | Invoices | |
| Subcontractor bills | Bills |
What the QuickBooks Desktop integration does
Your project team works in Shackleton. Your accounting team keeps working in QuickBooks Desktop. Here’s what stays in step between them.
No cloud migration
Keep your QuickBooks Desktop company file where it is. Shackleton connects to it as it stands.
Customers and jobs
Shackleton projects are matched to the customer and job records you already use.
Vendors
Subcontractors are matched to their existing vendor records, so nobody is set up twice.
Invoices
Owner invoices created in Shackleton are written to QuickBooks against the right customer and job.
Bills
Approved subcontractor bills go to QuickBooks ready for your AP team to pay.
Sync status
Every synced record shows whether it made it to QuickBooks or needs a look.
Up and running in three steps
- 1
Connect your account
Authorize the connection from Shackleton. Our team is on the call with you for the first one.
- 2
Match your records
Line up projects, vendors and cost codes with what’s already in your books. You only do this once.
- 3
Work in Shackleton
Your team runs the job in Shackleton, and the accounting records flow to your books on their own.
Common questions
About connecting Shackleton and QuickBooks Desktop.
Do we need to move to QuickBooks Online?
No. Shackleton works with QuickBooks Desktop as it is.
Does Shackleton replace QuickBooks?
No. QuickBooks stays your accounting system. Shackleton is where your project team works, and the records flow into QuickBooks from there.
Who sets the integration up?
Our team sets it up with you during onboarding, including matching your existing customers, jobs and vendors.
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See Shackleton with QuickBooks Desktop
We'll walk you through the integration using your own workflow.