QuickBooks is a great accounting tool — it just wasn’t built for oil & gas. Joltly’s QuickBooks integration adds the two pieces small operators have always had to bolt on with spreadsheets: real joint interest billing, and automated revenue distribution.
Three-minute walkthrough — Harrison, co-founder
01THE PROBLEM
Why QuickBooks alone doesn’t cut it for operators
When we first started Joltly we were going to be an AP system and that was it. The longer we’ve been in the market, the more feedback we’ve gotten from small operators asking for something that actually integrates with QuickBooks and works for our industry.
QuickBooks is a great accounting tool, but it wasn’t built for oil & gas. Two gaps come up over and over:
No real JIB module. QuickBooks just doesn’t do joint interest billing. There’s no native way to do it.
Revenue distribution is messy. Splitting revenue to partners through QuickBooks alone is painful — most operators end up in spreadsheets.
The good news: QuickBooks has fantastic APIs. We can push and pull data cleanly and post entries the right way, so QB’s standard reports keep working. That’s the whole game — not building a parallel system, but making QuickBooks behave like one that knows about partners and wells.
02THE FIX
Real JIBs, automatically
Upload your revenue to Joltly, and on the settlement side we pull your expenses directly from QuickBooks. We map them, apply your working-interest decks, and generate JIBs automatically — monthly by default. Partners get a clean statement, can pay online, and your QB books update in the background.
There are a lot of levers you can pull to make it fit your workflow:
Sync settings. Control exactly how data moves between QuickBooks and Joltly.
Custom types. Categorizations that match the way your team already codes.
QuickBooks mappings. Line up your accounts the way you want them.
JIB settings. Choose whether things push back as journal entries, checks, AR payments, or whatever else fits your setup.
Quick callout
Our AP/bills module is great, and we’d recommend you use it — but you don’t have to. The QuickBooks integration works whether or not you’re running invoices through Joltly.
Want it more in depth?
We built a slide deck that walks through exactly how this works — the journal entries, the cut-back logic, what lands where in QuickBooks. Open the slides →
03THE FLOWS
One integration, both sides of settlement
Because we’re already pulling your transactions, the same plumbing runs in both directions. JIBs go out to partners. Revenue gets distributed and ACH’d back. Same data, two workflows.
Expenses out
JIBs to partners
Expenses pulled from QuickBooks
Allocated by working-interest decks
JIBs generated monthly
Partners pay online — or mail a check the old-school way
Joltly
Revenue in
ACH out to partners
Revenue uploaded to Joltly
Distributed across partner interests
Payments approved in one place
ACH sent direct to partner banks with a PDF remittance
The payoff
Your partners get clean, fast data and they don’t have to chase you down. You stop living in spreadsheets for JIBs and distribution, and your QB reports still tell you the truth.
04THE FIT
Who this works best for
The QuickBooks module is built for small to mid-sized operators who are comfortable with QuickBooks and want to keep using it — without leaving the system every time a JIB cycle or a revenue distribution runs.
You run your books in QuickBooks Online or Desktop and don’t want to migrate
You need real JIBs without buying a separate production accounting suite
You want partners paid and partners billed by ACH, with PDF remittances
You like transparent, usage-based pricing instead of seat fees
Pricing is on our website — we’re always super transparent about how it works.
Joltly·Built for oil & gas·Real JIBs and real revenue on top of QuickBooks
Want to see it live?
Jump on a call with Harrison, one of the founders. We’ll walk through the data with your actual chart of accounts and answer whatever questions come up — including whether this is the wrong fit for your setup.
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.
Can you give me a price example?
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.
Which accounting systems does Joltly support?
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.
What workflows does Joltly automate?
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.
Can Joltly be customized to how we operate?
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.
Let’s TRY!
Chat with Sales
Give Joltly a try and see for yourself if it's a good fit for Saas needs.
