The Memo can be customized for each location posting to QuickBooks, Sage Intacct, and NetSuite.
To review and change the memo on accounting postings, please do the following:
1. Log into your account at app.shogo.io
2. Navigate to Settings>Accounting>View Details(if multiple locations exist)
3. Click on the General Settings Section, located on the right side of the screen
4. Select how the memo should be displayed:
Option 1: Use a pre-formatted memo field such as POS + Date, Store + Date or Location:
Option 2: Use the"Custom" option to create a customized memo
The following options are available to add to a Custom Memo:
{{date}} = current date, formatted as 2025-09-26
{{posName}} = connected POS shown in Settings>Store for that location
{{storeName}} = name set in Settings>Store for the store location
{{storeCode}} = code set in Settings>Store for the store location
Options can be combined to create a more descriptive memo, as shown in the following example:
Click the blue Apply button to save changes made on the General Settings section
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