)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
When QuickBooks invoices sync to HubSpot, native rollup properties include all historical invoices without date exclusion options. This creates problems for SaaS businesses where older invoices reflect outdated pricing or seat counts that skew current MRR calculations.
Here’s how to connect directly to both QuickBooks and HubSpot for precise MRR calculations that exclude historical data.
Filter QuickBooks invoices for accurate HubSpot MRR using Coefficient
Coefficient connects directly to both QuickBooks and HubSpot , giving you control over which invoices influence your MRR calculations while maintaining HubSpot data consistency.
How to make it work
Step 1. Import QuickBooks invoices with date filters.
Connect Coefficient directly to QuickBooks and import invoice data with filters like “Invoice Date is after [specific date]” to exclude historical records. This bypasses potential HubSpot sync delays and gives you real-time control over your dataset.
Step 2. Apply advanced filtering for precise MRR data.
Use up to 25 filters to exclude specific invoice types, customers, or amount ranges that shouldn’t impact current MRR. Filter out one-time charges, refunds, or specific customer segments that don’t represent recurring revenue.
Step 3. Build custom MRR logic in spreadsheets.
Create sophisticated MRR calculations that handle recurring vs. one-time charges, prorations, and seat-based pricing. Use formulas that distinguish between different revenue types and calculate true monthly recurring revenue.
Step 4. Sync calculated MRR values to HubSpot.
Export the calculated MRR values back to HubSpot contact or company records using Coefficient’s scheduled exports. Set up automatic daily refreshes to pull new QuickBooks invoices and update HubSpot MRR properties continuously.
Get MRR calculations that reflect current subscription value
This approach eliminates both HubSpot’s rollup limitations and QuickBooks sync delays, giving you precise control over MRR calculations while maintaining CRM integration. Your MRR metrics will reflect current subscription reality, not historical pricing. Start building accurate MRR tracking today.
