MRPeasy integration with QuickBooks, Xero, Sage and HubSpot
mrpeasy quickbooks integration
Also searched as
- mrpeasy qbo integration
- mrpeasy integration with xero
- mrpeasy sage integration
- mrpeasy hubspot integration
Short answer
MRPeasy is an operations system (inventory, MRP, production, purchasing, sales) and expects a separate accounting package for the general ledger. It offers integrations for accounting tools such as QuickBooks Online and Xero, and reaches others like Sage and HubSpot through its REST API or connector tools. Treat sync as invoices, bills and contacts, not as a full ledger replacement.
Applies to: MRPeasy cloud. The list of native integrations and their feature scope changes over time, so confirm current availability in MRPeasy's integration settings and documentation.
How to set up an accounting integration with MRPeasy
- 1Decide the system of record for each object: customers, vendors, items, invoices, payments, chart of accounts. Write it down before connecting anything.
- 2In MRPeasy, open the integrations area of Settings and check which connectors your plan includes (QuickBooks Online, Xero and others).
- 3Authorise the connection from the accounting side using an admin account, and map taxes, accounts and payment terms between the two systems.
- 4Clean duplicates in customers and vendors first. Matching by name will create double records if the names differ slightly.
- 5Run the first sync on a small date range or a test company and compare totals against the ledger.
- 6For Sage or HubSpot where no native connector fits, use MRPeasy's REST API or a connector platform such as Zapier or Make to push the specific objects you need.
- 7Schedule a monthly reconciliation of open receivables, payables and inventory value between MRPeasy and the ledger.
- 8Document which side to edit when something is wrong, so fixes are not made in both places.
What usually syncs and what does not
Accounting integrations generally move sales invoices, purchase bills, customers, vendors and sometimes payments from the operations system to the ledger. Inventory valuation, work in progress and cost of goods sold are the hard part, because the manufacturing system and the ledger may not calculate them the same way.
Ask directly whether the connector posts inventory movements or only invoices. If it only posts invoices, you will need a periodic journal for inventory and WIP adjustments from your accountant.
QuickBooks Online and Xero
These are the most common pairings for small manufacturers. Map MRPeasy tax codes to the accounting tax rates, and map each product category to an income account and a cost account. A mismatch here is the top reason totals differ.
Multi-currency, partial payments and credit notes are the edge cases. Test each on a sample before go-live.
Sage and HubSpot
Sage editions vary widely (Sage 50, Sage Business Cloud Accounting, Sage Intacct), and not all share an API. Plan on an API or middleware approach and confirm the target edition supports it.
For HubSpot, the usual need is customers and deals flowing to MRPeasy as quotes or orders, and order status flowing back. Decide who creates the customer record and match on a stable key such as email or an external id rather than company name.
Gaps to plan for
Expect to handle landed cost, multi-warehouse inventory value, manufacturing variances and period close outside the connector. Keep a reconciliation checklist and give one person ownership.
If your auditors or customers require traceable cost, define the posting rules in writing with your accountant before turning on automation.
Try it here, free
MRPeasy vs Katana Selection Scorecard
A 10-question fit test that scores how much planning depth and shop floor control your operation needs, to compare MRPeasy and Katana style cloud MRPs.
Common pitfalls
- !Connecting a live ledger before cleaning duplicate customers and vendors.
- !Assuming inventory value syncs when only invoices and bills do.
- !Editing the same invoice in both systems.
- !Not mapping tax codes, so VAT or sales tax totals differ.
- !Skipping a test company for the first sync.
How an ERP-grounded AI assistant handles this
An assistant grounded in MRPeasy and the ledger can run the reconciliation question people avoid: it compares open invoices, bills and inventory value between the two, lists the records that differ, and shows the queries behind each number. It reads only, so nothing is changed in either system without a person approving it. A private model on your own hardware keeps financial data off outside services.
Frequently asked questions
Does MRPeasy integrate with QuickBooks Online?
MRPeasy offers an accounting integration with QuickBooks Online. The scope of what it syncs depends on the current connector, so check the documentation and test with a sample before using it for live books.
Can MRPeasy connect to Xero?
Yes, Xero is among the accounting packages MRPeasy supports. Map taxes and accounts first, and compare totals after the first sync.
What about Sage and HubSpot?
Where there is no native connector for your edition, use MRPeasy's REST API or a connector platform. Confirm that your Sage edition exposes an API before committing to a design.
Does the integration replace my accountant?
No. It reduces re-keying of invoices and bills. Inventory valuation, WIP, variances and period close still need accounting judgement and a reconciliation routine.
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Keep exploring
Free tools
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- Sage Customization and Report Inventory WorksheetList every custom report, script and integration in your Sage system, score its value and effort, and decide what to keep, replace or retire.
- Small Manufacturer MRP Readiness AssessmentScore your readiness for MRPeasy, Katana, Odoo, ERPNext or a similar system, and see what to fix before you buy.
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