One of the biggest pieces of feedback we’ve heard from operators using Joltly is simple:
“We don’t want to change how we enter expenses — we want JIBs to flow from QuickBooks.”
So that’s exactly what we built.
Today, we’re rolling out a major update to the QuickBooks integration that allows Joint Interest Billing (JIB) statements to be created directly from transactions synced out of QuickBooks — without forcing users through a separate bill-pay workflow.
This gives operators more flexibility while keeping QuickBooks as the system of record.
Here’s how it works.
Originally, JIB creation inside Joltly required expenses to run through Joltly’s bill payment system first.
That worked well for customers fully using our AP automation — but many operators told us they still enter expenses directly in QuickBooks.
With this update:
✅ Expenses created in QuickBooks can now sync into Joltly as source transactions
✅ JIBs are automatically generated based on well ownership and partner interest
✅ No duplicate data entry required
If it exists in QuickBooks, Joltly can now turn it into a JIB.
Here’s the process operators will follow:
Enter your expense like you normally would — vendor, amount, well/class, and coding.
Nothing new to learn.
Once synced, Joltly detects:
Inside Joltly, simply click Sync from QuickBooks.
Joltly pulls in the expense data and prepares it for allocation.
The system automatically connects:
No manual spreadsheet allocations required.
Once synced, Joltly builds the JIB statement for each partner.
Operators can review:
From there, JIBs can be sent to partners through your preferred delivery method.
Another major improvement is what happens after a JIB gets paid.
Every operator handles accounting differently — so we added flexibility.
When JIB payments come in, Joltly can push data back to QuickBooks using several methods:
This allows accounting teams to decide exactly how reimbursements affect the general ledger.
Joltly adapts to your workflow — not the other way around.
Oil & gas accounting is unique.
Most tools either force you into a rigid system or require constant manual work to connect accounting with partner billing.
This update bridges that gap.
Operators can:
It reduces friction while keeping your existing processes intact.
Joltly isn’t trying to replace your ERP.
We’re focused on automating the workflows around it — Joint Interest Billing, AI-powered AP, and revenue automation — so operators can move faster without adding headcount.
This QuickBooks integration is another step toward that goal.
If you want to walk through how QuickBooks-driven JIBs would work for your operation, you can schedule time directly with our team.
👉 Visit our website and click Chat with Sales to book a demo.
Or reach out directly at harrison@joltly.io
Get quick answers to common queries in our FAQs.
You only pay for what you use — no seat fees and no modules you don't need. Pricing is a monthly platform fee plus usage on documents processed, ACH payments, mailed checks, and the workflows you turn on. We size it to your actual monthly close so it scales with the work, not your headcount.
A smaller operator running 25 documents, 10 ACH payments, and 2 mailed checks a month would be priced on that exact volume. A larger operator at 100 documents, 50 ACH payments, and 10 checks pays predictably more. You always know what you're spending because it tracks the actual close.
Joltly connects directly to QuickBooks and Quorum On-Demand Accounting, and supports file-based export workflows for systems like PakEnergy and Integra. It manages accounts, items, vendors, partner mappings, JIB clearing, revenue liabilities, and netting accounts inside your existing setup.
Both sides of settlement. On expenses: invoice review, GL coding, approvals, JIB creation, ACH and check payments. On revenue: statement OCR, partner distributions, remittance emails, and netting between JIB receivables and revenue payouts — so your team replaces spreadsheet work and email follow-up during close.
Yes. Your wells, partners, revenue interests, GL mappings, approval flow, export formats, and partner-facing statements are configured per operator. Most customers go live on their existing chart of accounts and ERP setup — no rebuild required.
