While we work hard to integrate with many different accounting systems, we haven't quite tackled them all yet. So If you use a system that's not on our list yet, then you might be able to use our Customizable Accounting feature! While this is designed to be a flexible feature, it still has its limitations. Read on to see if you might be a good candidate.
With this feature, you can import into [me]:
- your vendor list
- your chart of accounts
And customize an export format, as a CSV file:
- for your AP items like invoices and credits
- for your journal entry items like daily sales journals and inventory adjustments
The short version: You specify an export format to allow your data from MarginEdge to download into a CSV file that is then uploaded to your accounting system!
Your accounting system must be able to import CSV files in order for this feature to work. The data from MarginEdge will be downloaded as a CSV and you would be uploading that data into your accounting system.
Find out if this feature will work with your accounting system
Because every situation is unique, we will work with you directly to evaluate if this feature can work for your Accounting system. Please reach out to us and someone from our team will work with you to understand what types of data you’re looking to export as well as what format the CSV should be in.
Email inquiry to: email@example.com
Subject: Interested in Customizable Accounting Feature!
Please include: Hi there, I'm interested in learning more about the Customizable Accounting feature. Can you help me find out if this would work for me? My accounting system is:
Example possible export formats
Example AP item export:
Example Sales Entry export:
Example Inventory Adjustment export: