We'll make this really simple for you. All you need to do is send us exported spreadsheets of:
- Your chart of accounts; and
- Your list of vendors
Please send both to our onboarding team and we will take care of the rest.
Please note
When an invoice does not have an invoice number, MarginEdge does not typically create one. However, our software will auto-generate one in order to export this invoice because this accounting software does not accept blank invoice numbers. You will see this information directly on the order itself in [me].