Follow these steps to connect your MarginEdge account to the DishBooks Accounting System.
If you have multiple MarginEdge units, complete these steps separately for each unit.
Connect to DishBooks
1. Log in to MarginEdge and select the unit you want to connect.
2. Go to Setup > Integrations.
3. In the Accounting section, open the Select an Accounting System dropdown and select DishBooks.
4. Click Connect to Accounting System.
5. On the Connection Setup page, click Connect to DishBooks.
6. You will be redirected to the DishBooks website to sign in. You can use your DishBooks email address and password or another available sign-in option, such as Google, Microsoft, or Magic Link.
7. On the Connect MarginEdge page, select the DishBooks organization you want to connect. Click Authorize.
8. After you authorize access, you will return to MarginEdge to configure the integration.
Configure your DishBooks options
Locations / Entities
In DishBooks Location / Entity, select the DishBooks location or entity that corresponds to the current MarginEdge unit. This field is required. The selected Location or Entity will be the header Location / Entity for all your transactions.
If you want to assign different DishBooks locations or entities to individual categories and sales lines, select Enable assigning a specific location or entity to each category and sales line. You can complete those individual assignments later from the applicable accounting mapping pages in MarginEdge.
Export Frequency
Choose when each type of accounting data should be exported to DishBooks: orders, sales entries, and inventory adjustments. For each type, select the export schedule that fits your accounting workflow.
If you select Automatically, when a balanced sales entry is imported for sales entries, use Days to delay sending sales entries to DishBooks to specify how many days MarginEdge should wait after the business date before automatically exporting the sales entry. Enter 0 to send the sales entry without an additional delay.
Attachments
Select Send attachments to DishBooks? If you want MarginEdge to send available document attachments with exported records. Select Include attachment link in DishBooks memos if you also want the MarginEdge attachment link included in the memo sent to DishBooks.
Complete the connection
Review your configuration and click Save.
DishBooks will now appear as the connected accounting system for the selected MarginEdge unit.
Before exporting accounting data, make sure any required vendor, category, sales, and payment-account mappings are complete in MarginEdge.