The Shogo Knowledge Base is more than a resource: it’s a powerful tool. The articles in our knowledge base show you how to perform essential accounting tasks, from setting up your software to interfacing with your Point of Sale. The more you know about Shogo, the better-equipped you are to make savvy decisions for your business. In today’s blog, we’ll review 5 of the most important skills covered in our knowledgebase.
1. Connecting a Point of Sale
Get started with Shogo by connecting your Point of Sale system. Make sure all of your software – your POS, and Shogo, and your accounting software – can interface with each other directly, so your data is seamlessly uploaded into each system. This Shogo Support article teaches you how to enter your business details into Shogo – and connect with your POS.
2. How do I add users and how many users can I have with my Shogo account?
Once your POS is connected to Shogo, you can decide which employees have access to your accounting software. Through Shogo, you can create an unlimited number of accounts. This allows you to work directly with as many employees as necessary, so the right people have access to the right information. Follow the steps in this article to create accounts for every staff member who needs to see your sales accounting information.
3. Mapping Your Accounting
This step allows you to customize the way your transactions appear in Shogo, so you can see reports in a style you’ll easily understand. For instance, you can decide whether you’d like to separate out credit card payments by type of credit card (Visa, American Express, MasterCard, etc.) or if you’d like to see all credit card types as one line item. You can also tell Shogo how it should record any discounts you may offer to employees or VIP guests. Finally, you can customize the way other payments appear in your accounting, including lines of credit, gift cards, delivery services, and more.
4. What information is transferred to my accounting system?
Every morning, Shogo sends your daily sales information from your POS to your accounting software, including information from the prior day. This information is categorized based on what was paid for, and the method of payment used. Depending on which accounting software you’re using (QuickBooks Desktop, Quickbooks Online, Xero, etc), you’ll have different setup options on the receiving end. For instance, for QuickBooks, you may choose to post the sales data as a journal entry, as a summary sales receipt, or an itemized sales receipt.
5. How can I verify the status of my sales accounting?
This handy dictionary of terms teaches you more about how your sales data is being recorded. Follow the breadcrumbs in this article to see how your reports are currently set up, and make any changes you may need. Understanding the different options here is important for you to understand which of your transactions have been saved to your POS, to Shogo, and to your accounting software.
There are a number of ways to configure Shogo to meet your business’s needs. The Shogo Knowledge Base is the fastest way for you to learn about your options, understand how to navigate different kind of software, and connect to the tools you need.