The Shogo Blog

Accounting automation, minus the busywork.

Practical guides for operators who want their POS data to work as hard as they do.

8 articles

Shogo blog: keep every location's books comparable. How multi-unit franchisees keep food in food and beverage in beverage across every store, entity, and concept, in Oracle NetSuite, QuickBooks, Sage Intacct, and Xero.Daily Sales Posting

How Multi-Unit Franchisees Keep Their Books Comparable Across Every Location

When each location is coded a little differently, every store balances and the portfolio still can't be compared. Here's what keeps locations comparable, and how Shogo posts the whole portfolio automatically, every morning.

Shogo: when yesterday isn't ready. How open checks, late card fees, days waiting on an account, and out-of-balance days are handled in Oracle NetSuite, QuickBooks, Sage Intacct, and Xero.Daily Sales Posting

When Yesterday Isn't Ready: How Shogo Handles the Days That Don't Post Cleanly

An open check, card fees the processor hasn't reported yet, something new with no account, a day whose totals don't tie. What Shogo does with each one, and why posting late beats posting wrong.

Shogo — tracking discounts in the general ledger by reason or by categoryDaily Sales Posting

Why Was It Discounted? Your Ledger Should Know.

Every promotion, comp, and employee meal that lands in one account called Discounts is a number with no decision in it. Your daily posting can carry the reason or the category — and which one you choose decides what your P&L can tell you.

Beyond the Dollars: How Operating Statistics Turn Oracle NetSuite and Sage Intacct Into a Metrics EngineStatistics

Beyond the Dollars: How Operating Statistics Turn Oracle NetSuite and Sage Intacct Into a Metrics Engine

Checks, guests, rooms occupied — the non-financial numbers that make your dollars mean something. How Shogo posts them as a statistical journal entry to Oracle NetSuite and Sage Intacct.

Put Your Sales Data to Work: How Segmentation Turns Oracle NetSuite and Sage Intacct Into a Real Operating ReportSegmentation

Put Your Sales Data to Work: How Segmentation Turns Oracle NetSuite and Sage Intacct Into a Real Operating Report

A single daily total keeps your books balanced — but it can't tell you which part of the business drove the day. Here's how Shogo posts sales already split by revenue center, daypart, channel, and payment, so your GL doubles as an operating report.

Shogo: whose money is it? How to post tips, service charges, and automatic gratuityDaily Sales Posting

Whose Money Is It? Tips, Service Charges, and the Tips Payable Account That Won't Clear

A guest's tip passes through your business on its way to your staff. Post it as revenue, or park it in a liability nobody clears, and the books drift a little further from the truth every day.

Shogo — Sold today, earned later: gift card accounting for Oracle NetSuite, QuickBooks, Sage Intacct, and XeroDaily Sales Posting

Sold Today, Earned Later: Gift Card Accounting and the Liability That Drifts

A gift card is the one sale where the customer pays before you've delivered anything. How gift card sales and redemptions should post, the three mistakes that make the liability drift, and how to reconcile it.

Shogo — post the day, not the deposit: recording POS sales in QuickBooks and XeroDaily Sales Posting

Post the Day, Not the Deposit: Why Your Bank Feed Isn't Your Sales Number

Your bank feed will let you book a deposit as revenue in one click. That one habit misstates your revenue by a different amount every day, buries a tax liability, and can hide your card fees.