Shackleton for QuickBooks Online
Connect QuickBooks Online in one click and stop rebuilding invoices by hand. Map your projects and subcontractors once, in bulk, and every invoice Shackleton generates (including the ones from the progress tracker) syncs to QuickBooks with its status visible on the record.
| In Shackleton | Becomes | In QuickBooks Online |
|---|---|---|
| Projects | Customers | |
| Subcontractors | Vendors | |
| Invoices | Invoices | |
| Progress-tracker invoices | Invoices |
What the QuickBooks Online integration does
Your project team works in Shackleton. Your accounting team keeps working in QuickBooks Online. Here’s what stays in step between them.
One-click connection
Sign in to QuickBooks from Shackleton and authorize the connection. No files to export or import.
Bulk project mapping
Match every Shackleton project to its QuickBooks customer in one pass, not one at a time.
Bulk vendor mapping
Match subcontractors to their QuickBooks vendor records in bulk, so nobody is set up twice.
Automatic invoice sync
Invoices created in Shackleton are pushed to QuickBooks automatically. No rekeying.
Progress billing
Invoices generated from the progress tracker sync to QuickBooks the same way.
Sync status on every invoice
See which invoices have synced and which need attention, right on the record.
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 Online.
How long does setup take?
Connecting is one click. Mapping projects to customers and subcontractors to vendors is done in bulk, so most teams are syncing the same day.
How do I know an invoice made it to QuickBooks?
Every synced invoice shows its status in Shackleton, so you can see at a glance what has synced and what needs attention.
Does Shackleton replace QuickBooks?
No. QuickBooks stays your accounting system. Shackleton is where your project team works, and invoices flow into QuickBooks from there.
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See Shackleton with QuickBooks Online
We'll walk you through the integration using your own workflow.