How do I add a new account or Item to Shogo?
If you add a new account or item to your accounting system, you can refresh those in your Shogo account at:
>Settings>Accounting>Refresh Reference Data
If you are using QuickBooks Desktop, you will then need to run your Web Connector in order to respond to the refresh request.
This can be found in QuickBooks under >File>Update Web Services
After running your web connector refresh your reference data again. You will then see the new account for mapping purposes.
NOTE: QuickBooks does not allow the use of the following account types. Account Receivable or Account Payable.