Set up your MarginEdge Cards correctly from the start so card purchases and repayments export smoothly to your accounting system. This article walks through how to map payment accounts, how card spend exports, and where to find repayment exports.
Article Contents
- How to set up your MarginEdge Card payment account
- How card transactions export
- How repayments export to accounting
- Supported accounting systems
- Recommended setup tips for smoother reconciliation
Set Up Your MarginEdge Card Payment Account
Before exporting transactions, you’ll need to map your MarginEdge Card account to your chart of accounts.
Step 1: Create a Credit Card Account in Your Accounting System
In your accounting platform (like QuickBooks Online), create a new Credit Card account to represent MarginEdge Card spending.
This account will be used to track all MarginEdge Card transactions and repayments.
Step 2: Map the Account in MarginEdge
- In MarginEdge, go to Accounting
- Select Payment Accounts
- Find your MarginEdge Cards payment account
- Map it to the credit card account you created in your accounting system
Once this mapping is complete, MarginEdge will automatically apply it to future cards you issue.
✅ You do not need to map each card individually.
Step 3: (Optional) Update Your Bank Account Mapping
You can also map or update the bank account used for repayments at any time.
To update your bank mapping:
- Go to Accounting
- Select Payment Accounts
- Edit the connected bank account mapping
How Your Card Transactions Export
Transactions made with MarginEdge Cards export to your accounting system as credit card spend.
Important to know
- Vendors do not need to be mapped for transactions to export
- MarginEdge automatically creates a corresponding payment account when a card is issued
- No additional setup is needed for individual cards
This helps purchases flow into your accounting system automatically with minimal maintenance.
How Repayments Export
At the end of each statement cycle:
- MarginEdge automatically debits your linked bank account
- A repayment export object is created for syncing to accounting
To find repayment exports:
- Open MarginEdge
- Go to Accounting
- Select Export from the left navigation menu
The repayment export is generated from the tenant used during MarginEdge Card setup.
Supported Accounting Systems
MarginEdge Card exports are supported for:
- QuickBooks Online (QBO)
- QuickBooks Desktop (QBD)
- NetSuite
- Intacct
- Xero
- Restaurant365 (R365)
- Peachtree
- Customizable Accounting integrations
Recommended Setup
✅ Best practice: Map both your MarginEdge Card account and repayment bank account during onboarding.
Doing this early helps:
- Card spend export correctly from day one
- Repayments reconcile more smoothly
- Reduce manual accounting cleanup later