Automated Depreciation Schedule Sync
When a KBKG study is completed, WebRun reads its final depreciation schedule, stages a matching fixed asset entry for each reclassified component in QuickBooks as an unposted draft, and posts your bookkeeper in Slack to review and approve before the entries hit the books.
How do I get a completed cost segregation depreciation schedule into QuickBooks?
When a KBKG study is completed, WebRun reads its final depreciation schedule, stages a matching fixed asset entry for each reclassified component in QuickBooks as an unposted draft, and posts your bookkeeper in Slack with the count and reclassified basis. Nothing posts to the books until a person reviews and approves the drafts.
- Final schedules reach the books without line-by-line rekeying
- Every entry stays a draft until a bookkeeper approves it
- Likely duplicates are flagged, so assets are not booked twice
Built for cost segregation firms · CPA firms · bookkeepers · accounting teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
kbkg.comin a real browser with your saved login - no setup, no API keys. -
1
KBKG - read the final depreciation schedule
kbkg.com
WebRun opens KBKG to read the final depreciation schedule. - Open the completed study in KBKG and export the final depreciation schedule
- Read each reclassified component with its cost basis, recovery period, and method
- Group the lines by recovery-period bucket for the book entries
Done when Every line of the final schedule is read from KBKG.
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2
QuickBooks - stage the fixed asset entries
- Open the fixed asset area for the property in QuickBooks
- Prepare a draft asset entry for each reclassified line with its basis and recovery period
- Save every entry as a draft, unposted, so nothing changes the books until approved
Done when A draft fixed asset entry is staged for each schedule line, none posted.
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3
Slack - ask the bookkeeper to approve
slack.com
WebRun opens Slack to ask the bookkeeper to approve. - Post a note to the bookkeeper that draft entries are staged for review
- Summarize the count of entries and the total reclassified basis
- Link the drafts so the bookkeeper can check them and post them once approved
Done when The bookkeeper has a Slack note linking the staged drafts.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it post entries to my books on its own?
No. WebRun stages every fixed asset entry in QuickBooks as an unposted draft and asks your bookkeeper to approve. Nothing changes the books until a person reviews the entries and posts them.
How closely do the entries match the study?
Each draft entry mirrors a line on the KBKG final depreciation schedule, carrying its cost basis, recovery period, and method, so the books line up with the study rather than a rounded summary.
What if some assets are already on the books?
WebRun flags any line that appears to match an existing QuickBooks asset instead of creating a duplicate draft, so the bookkeeper can decide whether to adjust the existing entry or add a new one.
Related templates
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