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UNLOCK MORE VALUE

Keep your books in sync.

MarginEdge syncs sales journals, invoice expenses, payments, and inventory adjustments to your accounting system each day, so your financial reports are clean, current and trustworthy without manual re-entry.

With accounting in sync, you unlock 🔓

  • A single version of the truth between MarginEdge and your books
  • Fewer month-end surprises and mismatches
  • Cleaner financial reporting without extra busy work
MarginEdge + QuickBooks integration

Get started with exports

Map your accounts and data, test once, then automate daily exports, so your accounting stays accurate without extra effort.

1. Complete sales mapping

💡 What

Map your POS sales categories to the correct accounts in your accounting system. Learn more

🤔 Why

Accurate sales mapping ensures your revenue flows to the right places, so your financial reports reflect how your business really performs.
2. Map vendors & categories

[need a video to show how to map vendors and/or categories?]

💡 What

Map your vendors, expense categories and payment accounts to matching accounts in your accounting. Learn more <- will link when know content

🤔 Why

This makes sure expenses land in the right buckets, so cost of goods, overhead and other spend categories stay accurate in your books.
3. Send a test export

[can we get a video of QuickBooks online?]

💡 What

Send a test export to confirm data flows correctly from MarginEdge into your accounting system. Read how to export to QuickBooks Online, Intacct and Xero.

🤔 Why

This ensures your mappings are right before you automate, so you won’t find surprises at month-end or during close.

Don't have a cloud-based system?
4. Turn on auto exports

[can we get a video of how to turn on auto-exports?]

💡 What

Turn on automatic exports so invoices, sales journals, inventory adjustments and payments send daily to your accounting system. Learn more <- should we make dedicated page? just a short paragraph at the bottom

🤔 Why

Once automation is on, your books update every day with no manual work.
Accounting setup services
ACCOUNTING SETUP SERVICES

Want expert help getting this right?

If you’d rather have our team handle the setup, we’ve got you covered.

Accounting FAQ

What do “Sync Statuses” mean on the Export screen?

Sync statuses show whether an invoice, sales journal or payment has been exported (or if something needs your attention before it can be).

  • Ready — Ready to export.
  • Pending — Sent, but not yet received (refresh often updates it to Sent).
  • Sent — Successfully exported to your accounting system.
  • Needs Attention — Something (vendor, account, category, payment account, or sales line) needs mapping or adjustment before export works.
  • Error — Export failed. Click the error to see why. Unbalanced sales journals will show “total debits do not equal total credits.”
  • Skipped — This item won’t be exported (by default these are hidden; you can show them via filter settings).

Note: Statuses apply to live/API integrations. Flat file exports won’t surface errors the same way.

Learn more about Sync Statuses

What if my export fails?

Common errors typically relate to unmapped vendors, accounts, or closed periods. Review mappings and retry.

Troubleshooting export errors

Hand drawn Check Mark (4) ACCOUNTING EXPORTS

Ready for what's next?

Now that your books stay in sync automatically, explore other tools that help you tighten margins, automate work and save time. Back to phase 3 overview →

Stuck? We’ve got you 💙

For your first 90 days, email your Implementation Manager to guide you through setup and answer any questions.

After onboarding, our amazing Support team of restaurant vets is only a ticket away.

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