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Oak Steakhouse Kitchen

QuickBooks + MarginEdge (1200 × 160 px)

Thinking about making a switch?

QuickBooks + MarginEdge provide one full stack solution to manage your food costs, automate back-office operations, and simplify your accounting.

 

Restaurant management simplified

  • Track food and labor costs in real time
  • Automate invoice processing
  • Manage inventory, recipes, and ordering
  • User-friendly accounting tools
  • No migration fees

Here’s how it works:

  1. 1

    Connect your POS and accounting
    MarginEdge supports more than 60 POS systems and integrates directly with QuickBooks.

  2. 2

    Send Your Invoices
    Send photos with our app, in email files or through EDI integrations. Even if they’re hand-scribbled or spilled on, we’re flexible.

  3. 3

    Get Immediate Cost Tracking
    See real-time food and labor costs, get a daily P&L, get theoretical usage reports, and more.

How MarginEdge + QuickBooks works
invoice-prodSpecific
NO MORE FRUSTRATION!

Product-specific categorization keeps things consistent

For a kitchen, a green onion is a green onion, whether it’s sold to you as a “scallion”, “onion, green”, or any other name. We think your restaurant management system should see green onions the same way you do. That’s why we map and relate your invoice data by product, not by what each of your vendors calls them. We can track product prices as new invoices come in, minimize coding mistakes, and get you accurate insight into your current food costs.

Cooks in restaurant kitchen prepping food

See if a switch makes sense.

Webinar Series

We host several webinars with industry experts from the restaurant and accounting industry to help you learn how you can operate more efficiently and more profitably. Sign up for an upcoming webinar or watch a recording of one of our previous sessions.

On Demand Digitizing Restaurant Back Office Operations Watch Now
On Demand Industry Technology Trends for Restaurant Accountants Watch Now
On Demand Where Efficiency Creates Exceptional Service Watch Now

Tools for Efficiency

Whether you’re a multi-unit operator or an independent, MarginEdge + QuickBooks automates tedious processes, connects systems, and radically streamlines key activities like inventory, bill pay, and ordering.

  • Invoice Processing

    tools-1-invoices-sm

    Save time with automated invoice processing

    Submit invoices via photos through our app, emailed files, platform uploads, or EDI integrations—whatever works best for you! We capture all the line item data in 24-48 hours, even handwritten scribbles and notes.

    • Product-specific—we relate SKU’s across vendors
    • Direct sync with QuickBooks
    • Coding is based on your rules
  • POS & Accounting Integrations

    tools-accounting-QB

    See it all in one place

    MarginEdge automatically imports sales and labor data every night, then exports that data in real-time to QuickBooks.

    • Daily sales entries (DSRs) automatically sent to QuickBooks using your G/L format
    • Daily sales reports comparing sales to the same day last year
    • Product mix (PMIX) data for theoretical usage reporting (how much you’ve sold vs. actually used) and menu analysis
  • Inventory Platform

    tools-3-inventory-sm

    Spend less time and make a bigger impact

    We help streamline your inventory process and analyze food usage with your counts. Doesn’t mean you’ll like doing inventory more, but it will make it suck a little less.

    • Inventory prices are always up-to-date
    • New items are added to count sheets automatically
    • Centrally control product naming and count-by units
  • Order Management

    tools-4-orders-sm

    A centralized solution for ordering

    Place orders through vendors right from MarginEdge. We update your order guides based on your invoices, so you can track orders from start to finish in one place.

    • Customize your guides—organize alphabetically, by category or by sheet-to-shelf
    • Manage order guides centrally for multiple locations
    • Easily set pars and on-hand levels
  • Bill Pay

    tools-5-billpay-sm

    Make paying your bills cheaper and easier

    Pay your bills directly through MarginEdge, and sync the data straight to QuickBooks. MarginEdge Bill Pay is included and unlimited, so no surprise costs from us at the end of the month.

    • Schedule bills for future payment
    • Pay bills in partial amounts
    • Select multiple invoices per check, or skip invoices entirely
  • Price Alerts

    tools-6-priceAlert-sm

    Set up price alerts for key items

    MarginEdge automatically sends you an email as soon as prices on invoices come in at unexpected costs. You can customize price thresholds for any item.

    • Tell us which items you’d like to track and the tolerated threshold
    • We automatically send stakeholders an email detailing what happened
    • Show vendors right away if something isn’t right
  • Kitchen Recipe Displays

    tools-7-kitchen-sm

    Digitally manage and display recipes for the kitchen

    Our easy-to-use interface shows recipes on tablets along with photos, videos, and customizable yield conversions (don’t worry, we do the math!)

    • Work from a single, shared playbook across locations
    • Print recipe labels for prepped items
    • Track allergens

Save time with automated invoice processing

Submit invoices via photos through our app, emailed files, platform uploads, or EDI integrations—whatever works best for you! We capture all the line item data in 24-48 hours, even handwritten scribbles and notes.

  • Product-specific—we relate SKU’s across vendors
  • Direct sync with QuickBooks
  • Coding is based on your rules
tools-1-invoices-sm

See it all in one place

MarginEdge automatically imports sales and labor data every night, then exports that data in real-time to QuickBooks.

  • Daily sales entries (DSRs) automatically sent to QuickBooks using your G/L format
  • Daily sales reports comparing sales to the same day last year
  • Product mix (PMIX) data for theoretical usage reporting (how much you’ve sold vs. actually used) and menu analysis
tools-accounting-QB

Spend less time and make a bigger impact

We help streamline your inventory process and analyze food usage with your counts. Doesn’t mean you’ll like doing inventory more, but it will make it suck a little less.

  • Inventory prices are always up-to-date
  • New items are added to count sheets automatically
  • Centrally control product naming and count-by units
tools-3-inventory-sm

A centralized solution for ordering

Place orders through vendors right from MarginEdge. We update your order guides based on your invoices, so you can track orders from start to finish in one place.

  • Customize your guides—organize alphabetically, by category or by sheet-to-shelf
  • Manage order guides centrally for multiple locations
  • Easily set pars and on-hand levels
tools-4-orders-sm

Make paying your bills cheaper and easier

Pay your bills directly through MarginEdge, and sync the data straight to QuickBooks. MarginEdge Bill Pay is included and unlimited, so no surprise costs from us at the end of the month.

  • Schedule bills for future payment
  • Pay bills in partial amounts
  • Select multiple invoices per check, or skip invoices entirely
tools-5-billpay-sm

Set up price alerts for key items

MarginEdge automatically sends you an email as soon as prices on invoices come in at unexpected costs. You can customize price thresholds for any item.

  • Tell us which items you’d like to track and the tolerated threshold
  • We automatically send stakeholders an email detailing what happened
  • Show vendors right away if something isn’t right
tools-6-priceAlert-sm

Digitally manage and display recipes for the kitchen

Our easy-to-use interface shows recipes on tablets along with photos, videos, and customizable yield conversions (don’t worry, we do the math!)

  • Work from a single, shared playbook across locations
  • Print recipe labels for prepped items
  • Track allergens
tools-7-kitchen-sm

Reports for analysis

After we process your invoices, record your inventories and pull sales and labor data from your POS nightly, our software crunches the numbers and provides actionable reports that are updated daily!

icon-daily-reporting-1
Daily controllable P&L

View your sales and cost data all in one place—updated daily— so there are no more surprises at the end of the month.

icon-recipe
Recipe costing

Cost out prepped and plated items with automatically-updated product prices from invoices and quickly see profitability.

icon-price-history
Price history

Our user-friendly (we promise) Price Movers charts show you changing vendor pricing across products and monitor creeping prices before they impact your profits.

icon-theoretical
Theoreticals vs. actuals

Compare your purchased amounts (invoices), sold amounts (POS data), and remaining on-hand amounts (inventories) and see where excess waste might be happening and its financial impact.

icon-menu
Menu analysis

Optimize your entire menu’s profitability by identifying Stars, Puzzles, Plow Horses, and Dogs plotted on a Menu Engineering 2x2 of all your items.

icon-sales
Sales reporting

Get daily sales reports via nightly emails that show year-over-year and week-over-week sales. Multi-unit managers can view sales across all locations at once.

icon-labor
Labor summaries

View labor costs broken out by category, employee, or job title and compare labor costs to sales performance for optimized staffing efficiency.

icon-budget
Budget tracking

Set up budgets for any categories—food, wine, repairs, etc. based on percentages of sales or a fixed dollar amount, and view how well you’re doing at any time throughout the period.

icon-real-time
Real-time updates

Reports are automatically updated as soon as your invoices are processed (24-48 hours), which is crucial for making timely, data-driven decisions that help steer your business.

Imperfecto restaurant bar

Ready to learn more?

See what restaurants are saying

Don’t just take our word for it. Our marketing department will say anything to make us look good.

Just rolling out the system to process invoices immediately saved hours of my life, because I had been inputting them manually. What used to take me two days each month, now takes two hours.

Emily Bruno
Chief Administration Officer, Denizens Brewing Co.

I can track and get a real feel for all the finances of the restaurant by the minute, and that’s super important. For the first time in running a restaurant, I really feel that I know exactly what’s going on in all the finance and organizational parts.

Pepe Moncayo
Chef and Partner, Cranes

If you're looking for a restaurant back office system that integrates seamlessly with QuickBooks, get MarginEdge! We've used dozens, and MarginEdge is the easiest and most consistent.

Ryan Johnston
Director of Accounting and IT, Burger 21

Switch with confidence!

Fill out the form to get a demo and see how QuickBooks + MarginEdge provide one full stack solution to manage your food costs, automate back-office operations, and simplify your accounting.

See How it Works!