Peasy and QuickBooks

If your bookkeeper lives in QuickBooks and your operations team works in Peasy, you don't want to enter data twice. Peasy's QuickBooks Online integration syncs customers, vendors, invoices, bills, and items between the two systems — so your accounting stays up to date without manual data entry.

Why Connect QuickBooks to Peasy?

QuickBooks is built for accounting: general ledger, tax reporting, bank reconciliation, and financial statements. Peasy is built for operations: inventory, purchasing, production, sales orders, and receiving.

Most small businesses need both. The integration lets each tool do what it's best at while keeping them in sync. Your operations team creates purchase orders, receives deliveries, and fulfills sales orders in Peasy. Your accountant or bookkeeper sees the invoices, bills, and customer records appear in QuickBooks automatically.

What the Integration Does

Customer and Vendor Sync

Customers and vendors sync between Peasy and QuickBooks. Create a new customer in Peasy, and they appear in QuickBooks. Add a vendor in QuickBooks, and they show up in Peasy. This two-way sync means you never need to maintain two separate contact lists.

Learn more about how sync works in QuickBooks Sync.

Invoice Sync

When you create a sales order and generate an invoice in Peasy, that invoice can sync to QuickBooks with the correct line items, amounts, and account mappings. Your bookkeeper sees it in QuickBooks without anyone having to re-enter the details.

Invoices can also be imported from QuickBooks into Peasy from Sell > Invoices. This is useful when an invoice was created in QuickBooks first but the customer should pay through Peasy. Imported QuickBooks invoices appear in Peasy as invoices and can be used for payment collection.

QuickBooks sync uses the invoice as the accounting sync target. If one sales order has multiple invoices, sync each invoice separately instead of syncing the order as a whole.

Bill Sync

Vendor bills created in Peasy can sync to QuickBooks as well, keeping your accounts payable in sync across both systems.

Item Sync

Peasy items also sync to QuickBooks as products and services. By default, Peasy creates one QuickBooks item per product family rather than one per Buy/Sell variant — variant detail like SKU, pack size, and unit price moves onto the line description on each invoice or bill. This keeps your QuickBooks item list clean and avoids creating dozens of near-duplicate products for the same family.

Items in the Packaging category are deliberately excluded — their costs post directly to expense accounts on bills, so packing tape, bags, and tins don't clutter the QuickBooks item list. Learn more in QuickBooks Sync.

Account Mapping

During setup, you map your Peasy categories to your QuickBooks chart of accounts. This ensures that every synced transaction lands in the right ledger account — revenue in the right income account, costs in the right expense account. The QuickBooks Setup Wizard walks you through this mapping step by step.

Who This Is For

Businesses that already use QuickBooks for accounting — You don't need to stop using QuickBooks. Connect it to Peasy and let both tools do what they do best.

Growing businesses splitting operations from accounting — As your business grows, you need dedicated tools for inventory and order management. Peasy handles the operations while QuickBooks keeps the books.

Businesses whose bookkeeper works in QuickBooks — Your operations team uses Peasy every day. Your bookkeeper or accountant logs into QuickBooks. The integration keeps them both up to date without anyone switching tools.

How to Get Started

1. Connect QuickBooks — Authorize Peasy to connect to your QuickBooks Online account. See Connecting QuickBooks.

2. Run the Setup Wizard — The QuickBooks Setup Wizard walks you through mapping customers, vendors, and accounts between the two systems.

3. Map your accounts — Tell Peasy which QuickBooks accounts to use for income, expenses, and other transaction types. The wizard guides you through each mapping.

4. Enable sync — Once mapping is complete, turn on auto-sync so new transactions flow between systems automatically.

What Stays in Each System

Peasy handles: Inventory tracking, purchase orders, receiving, production and work orders, sales order creation and fulfillment, restock alerts, multi-location stock management, and payment collection.

QuickBooks handles: General ledger, chart of accounts, bank reconciliation, tax reporting, payroll, financial statements, and accountant access.

Both systems share: Customer records, vendor records, invoices, and bills — synced automatically so neither side is stale.

Common Questions

Does Peasy replace QuickBooks? No. Peasy handles inventory and operations; QuickBooks handles accounting and bookkeeping. They work together, each doing what it's best at.

What happens if I edit an invoice in QuickBooks after it syncs? Peasy can detect QuickBooks invoice updates through sync and import flows, but Peasy should remain the operational source of truth for inventory-backed invoices. If the invoice affects inventory, make the operational change in Peasy and sync the invoice to QuickBooks. If the invoice is only a financial transaction created in QuickBooks, import it into Peasy from Sell > Invoices when you want to collect payment through Peasy.

Can I sync historical data? The integration syncs data going forward from the time you connect. You can also import existing QuickBooks invoices into Peasy from Sell > Invoices. Existing Peasy transactions are not automatically backfilled into QuickBooks unless you sync or import the specific records.

Which QuickBooks plans are supported? Peasy integrates with QuickBooks Online (QBO). All QBO plan tiers are supported. QuickBooks Desktop is not supported.

Can I use Peasy without QuickBooks? Yes. The QuickBooks integration is completely optional. Many Peasy customers run their full workflow without an accounting integration and export data manually when needed.

Related

• Connecting QuickBooks — step-by-step connection guide
• QuickBooks Setup Wizard — mapping customers, vendors, and accounts
• QuickBooks Sync — how ongoing sync works
• Integrations Overview — all available integrations
• What Is Peasy? — overview of the full platform