Once you have connected your POS successfully, you can connect your Shogo account to your accounting system in 2 steps:
- Select QuickBooks Desktop
- Set up the QuickBooks Web Connector Process
For QuickBooks Desktop, select the QuickBooks Desktop option.
Follow the on-screen instructions. Once you select your company, Shogo will determine the file path of your company file:
Set up the Web Connector
Shogo exchanges data with QuickBooks Desktop via the QuickBooks Web Connector, which is a utility that is bundled with QuickBooks Desktop. To set up the Web Connector:
Click the Setup Instructions button and follow the on-screen instructions:
1. Download the (.QWC) configuration file for this company via the provided download link.
2. Open the appropriate company file in QuickBooks Desktop.
3. In QuickBooks Desktop, go to File -> Update Web Services. The QuickBooks Web Connector program will open.
4. Click the Add an Application button.
5. Choose the .QWC file that you just downloaded.
6. Click OK to authorize the new service.
7. Choose [Yes, always; allow access even if QuickBooks is not running] and click [Continue].
8. Still staying in QuickBooks, copy and paste your unique, Shogo generated password: shown in the Shogo app and press the [Tab] key.
9. Click [OK] to save the password.
10. Click the [Update Selected] button to sync data with Shogo for the first time.
Once the sync is complete, return to your accounting configuration in Shogo to complete your accounting mapping. Click Here for further information on mapping your account.