ShogoUnclaimed profile

Video tutorials

Community tutorials

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  Shogo Demo - Nov 2020QBOchat · 650 views · 59:56 · December 2023

What you need

Access

Free tier

Runs on

Web app

You’ll need

• A point-of-sale or sales-channel account (e.g. Shopify, Squa
• An accounting system account (QuickBooks Online/Desktop, Xer
• QuickBooks Web Connector file install (QuickBooks Desktop on

Skill level

Some setup — keys, settings, or a connected account

Highlights

• Automated POS-to-accounting postingEvery morning, Shogo pulls the prior day's sales from the connected POS/sales channel and posts a balanced journal entry or sales receipt into QuickBooks, Xero,
• Configurable sales mappingMaps sales categories, discounts, tips, sales tax, credit card fees and cash-drawer activity to specific chart-of-accounts entries, at either the whole-posting
• Error detection and hold queueFlags out-of-balance data or unmapped new sales categories before posting, emails the user, and shows red/yellow status badges to resolve issues in the account.
• Multi-location and multi-entity supportConfigures separate mapping and postings per location, using QuickBooks classes/locations to route sales from franchises or multiple POS systems into one or sev
• Daily recap and forecasting dashboardShows a daily sales-vs-prior-year recap, goal tracking, average ticket size, product mix, and drill-down into individual receipts pulled from the POS.