Enabling the Peachtree Integration
1) To connect to Peachtree/Sage 50 got to Setup > Integrations
Select Peachtree from the dropdown menu and click the “Connect to Account System” button.
Then click "Connect to Peachtree"
2) Then email us two CSV files - your Chart of Accounts and your Vendor List. Each should contain an ID number + the account/vendor name. Please see below for more information.
Importing Your Chart of Accounts to MarginEdge
To import your chart of accounts you will need to login to Peachtree and export your full COA as a CSV file.
This file should contain two columns of data:
- An ID number for each account
- The name of each accounting category.
First Time Connection
When you are first setting up MarginEdge you can send us this file and we will upload and map it for you. You can email it to salesintegrations@marginedge.com.
Future Updates
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 below.
Go to Accounting > Categories and click the “Upload Accounts File” button above the search bar.
Once this has been updated, you can manually “map” any missing categories by double-clicking the Accounting System Account field for any category and selecting the corresponding account from your imported chart of accounts.
Importing Your List of Vendors to MarginEdge
To import your vendors into MarginEdge, you will need to login to Peachtree and export your full vendor list as a CSV file.
This file should contain two columns of data:
- An ID number for each vendor
- The name of each vendor.
First Time Connection
When you are first setting up MarginEdge you can send us this file and we will upload and map it for you. You can email it to salesintegrations@marginedge.com.
Future Updates
If at any time you need to update your vendor list, you export your list of vendors from Peachtree and upload it using the instructions below.
Go to Accounting > Vendor Mapping and click the “Upload Vendor File” button above the search bar.
You can manually “map” the vendors by double-clicking the Accounting System Vendor field for any vendor and selecting the corresponding vendor from your imported list.
Auto-generated Invoice Numbers
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 your accounting system does not accept blank invoice numbers. You will see this information directly on the order itself in [me].