Allocate connects to QuickBooks Online and automatically calculates and posts journal entries for shared expenses — split by revenue percentage or fixed rules.
No credit card required during trial · Cancel anytime
From QuickBooks connection to posted journal entry in minutes, not hours.
Authorize Allocate to read your accounts and post journal entries via Intuit's secure OAuth.
Choose which shared expense accounts to allocate and set split rules — by revenue % or fixed percentage.
Allocate reads your actual account balances and calculates the correct split for untagged transactions.
Review the journal entry, make any adjustments, then post directly to QuickBooks with one click.
Built by accountants, for accountants. Every feature designed around real-world allocation workflows.
Only allocates untagged transactions — respects expenses already assigned to a division. No double-counting, ever.
Allocate by revenue percentage (calculated live from your P&L) or set fixed percentages per account.
Save your allocation configuration as a template. Run month-end allocations in seconds with one click.
Every action is logged. Lock posted entries to prevent amendments. Full audit history with timestamps.
Made a mistake? Amend a posted entry and Allocate automatically voids the old JE and posts a new one.
Accounting firms can manage multiple client companies under one login with a simple company switcher.
Perfect for any company operating multiple divisions, locations, or service lines under one QuickBooks company — from professional services to retail, healthcare to hospitality.
Run month-end allocations yourself without needing your accountant for routine journal entries.
Simple guided workflow — no accounting degree required. Review and approve before anything posts.
Manage all your multi-division clients from one login. Save templates per client for fast month-end close.
Per connected QuickBooks company. Volume discounts for accounting firms.
Everything included, no feature tiers
$17/mo
per company · starts after 14-day trial
Volume discounts for firms:
1–5 cos
$17/co
6–10 cos
$15/co
11–15 cos
$13/co
16+ cos
$11/co
No credit card required during trial
Connect your QuickBooks account and run your first allocation in under 5 minutes.
Get started free