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South Block, Arlington, VA
QuickBooks + MarginEdge
A full stack solution for invoice processing, restaurant management and accounting.
How we work
Connect [me] to your POS and to QuickBooks
Once connected, MarginEdge automatically sends your sales data to QuickBooks each night.
Send us your invoices
We process and digitize all your invoices (even the handwritten ones). No more data entry, ever.
Track your costs in near real time
We combine your sales and purchase data to give you immediate cost tracking.
A Full Stack Solution
Unlock powerful functionality.
With our QuickBooks Migration Support, you’ll gain all of the benefits of QuickBooks Online with none of the hassle of making the switch. MarginEdge clients can move to QuickBooks Online with a 50% discount for the first three months and free migration service (minimum $2000 value). Book a free session with our QuickBooks migration specialist today to find out more.
Automated Invoice Processing
Daily Controllable P&L
Seamless Accounting Integration
Better Inventory Tools
Menu Costing & Analysis
Free Bill Pay Platform
Here are some frequently asked questions about our integration with Intuit QuickBooks.
What data does MarginEdge send to QuickBooks?
MarginEdge sends invoices and journal entries (sales data, inventory adjustments and non-AP expenses). Invoices, sent as bills, show up in Accounts Payable (AP).
You can choose to be the gate-keeper for what MarginEdge sends to QuickBooks (“manual mode”) or you can choose to let the data send automatically (“auto mode”).
NOTE: Just to be SUPER clear, MarginEdge is not looking at your financials, nor will we modify any configurations you or your bookkeeper have set up in QuickBooks.
Ok, but what will this data actually look like in QuickBooks?
Here are some sample screenshots that will hopefully help!
Sample Sales Journal Entry (QuickBooks Online)
Sample Sales Journal Entry (QuickBooks Desktop)
Sample invoice (QuickBooks Online)
Sample invoice (QuickBooks Desktop)
Will I have control over the content and the timing of what comes into QuickBooks?
Absolutely! You have complete control over what content is sent and when it is sent to QuickBooks — MarginEdge is only delivering data into your system (i.e. less data entry for you!).
You control what data is sent to QuickBooks
During onboarding, you can determine how your invoices are coded. From then on, you can control category totals, payment dates and vendors for those invoices. You also have full control over your sales entries (what categories they are associated with and what lines area included) and your inventory adjustments.
You control when your data is sent to QuickBooks
By default, your export settings in MarginEdge will be "manual mode", i.e. nothing is sent to your accounting system without your authorization and approval. For your convenience, invoices can flow automatically into QuickBooks without any layers of approval (auto mode) once you feel comfortable with the process.
Does MarginEdge change my vendors or chart of accounts?
No. MarginEdge will not change your vendors and will not edit or update your chart of accounts in QuickBooks in any way. We also do not modify any configurations you or your accountant or bookkeeper have set up.
We do, however, reference your chart of accounts to ensure that we’re categorizing your data the way you want.
Are there any additional integration fees?
There are no additional fees to connect your QuickBooks and MarginEdge accounts.
What if I have a problem with my QuickBooks connection?
You can contact email@example.com for assistance at any time (totally free with your subscription). It’s a team full of [me] experts, 100% human — no support bots here — and who aim to reply to you within 2 business hours.
Do you have any MarginEdge + QuickBooks case studies?
Yes! You can read about how BisontePizza Co. found a better way to manage the complexity of his family restaurant business by using MarginEdge and QuickBooks together: A QuickBooks MarginEdge Success Story (PDF)
Since the categories list is consistent, the profit and loss reports across locations are consistent. That gives us the best ability to have a true apples-to-apples comparison. It’s huge to be able to help your franchisees improve performance and know that the comparison is uniform.
Director of Accounting and IT, Burger 21