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Pulling Vendor Information from Your Accounting System

Jonathan Schuyler
Updated

For certain accounting systems, MarginEdge can automatically pull in certain vendor information. This article explains the possibilities and limitations and provides step by step for the three set up options. Please note that MarginEdge does not export any remittance addresses or payment terms to your accounting system. We can pull that information, but not push it.

Article Contents 

For the following Accounting Systems:

  • Quickbooks
  • Intacct 
  • Xero

MarginEdge can pull any of the following vendor information stored in your accounting system:

  • Address line 1
  • Address line 2 
  • City
  • State
  • ZIP 
  • Email address, and
  • Payment terms

For Sage50/Peachtree, we only support pulling in the Payment Terms.

How to pull vendor information for supported accounting systems

(A) Define the settings vendor by vendor

  1. Navigate to Bill Pay > Setup and click Manage Bill Pay Vendors
  2. Click on the Vendor
  3. Check the box “Pull all information below from the accounting system”
  4. Click Save

If you update a remittance address in your accounting system, it will update in MarginEdge.

vendorsync1.png

Unchecking this box will not remove any information that you have in MarginEdge, but will allow you to edit a vendor or make any additions as needed. 

 

(B) Lock the settings for all vendors by default

  • Navigate to Vendors and click "Configure Defaults"

vendorsync2.png

  • In the “Default Settings” screen, scroll down to the Bill Pay section
  • Select "Enabled"
  • Select "Locked" from the dropdown menu
  • Click Save

Screen_Shot_2021-02-24_at_11.48.12_AM.png

This will make it so every "pull from accounting" box is checked for all Bill Pay Vendors, keeping them updated in MarginEdge with what you have stored in your accounting system. 

Note: MarginEdge does not export any remittance addresses or payment terms to your accounting system. We can pull that information, but not push it.

 

(C) Define default terms for all vendors but allow modification

If you would like the option to independently configure each of your Bill Pay Vendors, you can use the "Custom Default" setting. This will ensure that the default setting for any new Bill Pay Vendors defaults to "pull from accounting", but will allow you to uncheck that box and manually change the information if needed. 

vendorsync3.png