Connecting MarginEdge to Peachtree/Sage 50 Accounting

 Turning on the Peach Tree Integration

To connect to Peachtree/Sage 50 got to Setup > Integrations

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Select Peachtree and click the “Connect to Peachtree” button.

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Importing Your Chart of Accounts to MarginEdge

To import your chart of accounts you will need to go to your Peachtree and export it as an excel or csv file. If you export it as an excel document, you will need to open it and save it in CSV format before uploading.

This file should contain two columns of data. The first is an ID number for each account, the second is the name of each accounting category.

 

To upload this to MarginEdge go to Accounting > Categories and click the “Upload Accounts File” button in the top left corner of the screen.

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Once this has been uploaded, if you have the accountant user permission you can press the “Pre-fill Mappings” button. Categories which are named identically to those in MarginEdge will automatically fill.

You can also manually “map” categories by double-clicking the Accounting System Account field for any category and selecting the corresponding account from your imported chart of accounts.

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When you are first setting up MarginEdge you can send us this file and we will upload and map it for you. If at any time you need to update your chart of accounts, you export your chart of accounts from Peachtree and upload it using the instructions above.

 

Importing Your List of Vendors to MarginEdge

To import your list of vendors you will need to go to your Peachtree and export it as an excel or csv file. If you export it as an excel document, you will need to open it and save it in CSV format before uploading.

This file should contain two columns of data. The first is an ID number for each account, the second is the name of each vendor.

To upload this to MarginEdge go to Accounting > Vendor Mapping and click the “Upload Vendor File” button in the top left corner of the screen.

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Once this has been uploaded and if you have the accountant user permission you can press the “Pre-fill Mappings” button. you can press the “Pre-fill Mappings” button. Vendors which are named identically to those in MarginEdge will automatically fill. You can also manually “map” categories by double-clicking the Accounting System Vendor field for any category and selecting the corresponding account from your imported chart of accounts.

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When you are first setting up MarginEdge you can send us this file and we will upload and map it for you. If at any time you need to update your vendors, you can export your vendor from Peachtree and upload it using the instructions above.

 

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