Shogo gives you two ways to load, reload, or regenerate accounting depending on how much you need to touch at once:

• The per-date workflow on the Sales Summary page. Available to all Full Access users. Best for acting on a single store-date — closing out an open check, retrying a single failed posting, or reapplying a mapping change to one specific day.
• The POS Load Scheduler. Restricted to Super Users under Settings. Built for bulk operations — many dates, many stores, or both at once.

This article covers both tools. Pick whichever fits the scope of what you're trying to do.

Which tool should I use?

If the scenario you're solving fits the right column, jump to Bulk: POS Load Scheduler. Otherwise, the per-date workflow described next is faster.

Restrictions (both tools)

A few limits apply regardless of which tool you use:

• No data from before your account was created. Neither tool can fetch sales for dates earlier than when your Shogo account was set up. 
• Need older data? Submit a history request and our team will handle the backfill.
• Only stores that are currently connected. A store must be active on your account for it to appear in either tool.

Understanding the three job types

Both tools use the same three job types, so it's worth understanding them upfront. Picking the right one matters — choosing wrong either wastes time or leaves a problem unfixed.

Load Missing

Pulls sales data for store-date combinations that don't have any yet. Use when there's a gap in your Shogo data and you want it filled. Entries that already have data are skipped, so it's safe to run over a broad date range in the bulk tool.

Reload

Re-pulls existing sales data, replacing what's already there. Use when the underlying sales at the POS have changed — for example, a location ran a retroactive correction, void, or re-close after the original load.

Every Reload also re-runs accounting for the dates it touches. If the underlying sales numbers change, the accounting entries derived from them have to be re-evaluated, so Reload includes a full regen automatically. You don't need to run Regenerate Accounting separately afterward.

Regenerate Accounting

Re-applies your accounting configuration to existing sales data, without re-pulling anything from the POS. This is the only way to retroactively correct accounting on past dates.

Here's why it matters: Shogo never retroactively applies accounting changes on its own. When you update an accounting mapping or rule, the new configuration only takes effect for sales that come in afterward. Sales that were already posted keep the accounting output they had at the time. Regenerate Accounting reaches back, evaluates the existing sales against your current accounting config, and updates any entries whose accounting output has changed.

Reach for it when:

• You changed your accounting setup (a mapping, a rule, a GL account) and want past dates to reflect the new configuration.
• You want to double-check whether old entries need updating. Regenerate Accounting only touches entries whose output actually changes, so running it over a range is safe — if nothing's different, nothing's updated.

It's also significantly faster than Reload, because it skips the slow step (fetching from the POS) and only does the accounting recalculation.

Quick rule of thumb: Sales at the POS changed → Reload (includes regen). Accounting config changed → Regenerate Accounting (sales untouched). Data never loaded in the first place → Load Missing.

Per-date: Sales Summary workflow

Available to all Full Access users. Best when you only care about one store-date.

1. Open the Sales Summary for the date you want to act on

Sign in to Shogo at app.shogo.io, then navigate to:

Reports → Sales Totals → (select your Store if applicable) → set the date by clicking the same date twice and clicking Apply → click Refresh → open the date by clicking on the blue highlighted date.

2. Fix the underlying issue before reloading or regenerating

Before you click anything, make sure the upstream data is right:

• For Reload: Close any open checks, void/correct sales, or otherwise update the data at the POS so Shogo has something new to fetch.
• For Regenerate Accounting: Update your Shogo accounting configuration — fix unmapped items, update GL accounts, adjust rules. Shogo applies your current configuration when it regenerates, so the config has to be right first.

If you skip this step, you'll get the same result you started with.

3. Reload sales for the date

Click the Reload icon on the Sales Summary to re-pull sales for this store-date from your POS.

Pick which data sources to reload — only the sources enabled for your account will be shown (typically Sales, and optionally Inventory and Purchase Order). You can also use Reload to retry Failed entries after fixing the underlying error.

4. Regenerate accounting without re-pulling sales

Click the Regenerate icon to re-apply your accounting configuration to the existing sales data for this store-date — without re-fetching anything from the POS.

Pick which data sources to regenerate, then confirm. Regenerate Accounting is significantly faster than Reload because it skips the POS fetch.

5. Wait for the job to finish

After you confirm, the job is queued. You'll see a brief popup confirming it's in the queue, and you'll receive a confirmation when it's complete.

Timing:

• Sales reload: 15–20 minutes for the data to come back from your POS / eCom.
• Accounting sync: Up to one hour to post to your accounting system.
• QuickBooks Desktop users: You'll also need to run the Web Connector (or wait for it to run on its schedule) to sync the new accounting entries into QuickBooks.

Bulk: POS Load Scheduler

The POS Load Scheduler is a self-serve tool for finding and fixing gaps in your POS sales data, and for re-running POS loads in bulk across multiple stores and dates. You'll find it in Settings → POS Load Scheduler.

Who can use it

The POS Load Scheduler is restricted to Super Users. If you don't see it in your Settings menu, you don't currently have Super User access on your account.

Who's a Super User by default? The original account owner — the person who first signed up your organization for Shogo — is automatically a Super User. Everyone else starts as a regular user (or Full Access user) and has to be granted Super User explicitly.

Granting Super User access to additional users

A Super User can promote other users from Settings → Users:

1. Go to Settings → Users. The Role column tells you who already has Super User (it appears alongside Full Access, for example "Full Access, Super User").
2. Click the user you want to promote. This opens their User Info page.
3. Change the Account Type dropdown to Super User.
4. Click Update.

The change takes effect immediately — they'll see POS Load Scheduler in their Settings menu the next time they load the page. You can also create a new user with Super User access directly from + New User on the Users page.

A few things worth knowing:

• Super User is additive to a user's existing access — it doesn't replace Full Access or any other role they have.
• Only Super Users can promote other users to Super User. If you need access and don't have it, ask whoever owns your Shogo account.
• Be deliberate about who you grant it to. Super Users can queue jobs that re-pull or regenerate large amounts of POS data.

How it's organized

The page has three tabs:

• New Job — Build and queue a new job.
• Active Jobs — See jobs that are pending or in progress. Click Refresh at the top right to update the view.
• Completed Jobs — Review jobs that have finished.

Creating a new job

Creating a job is a two-part process: you search for the store-date combinations you want to act on, then configure and queue the job.

1. Search for store-date combinations

In the Search Stores panel:

1. Date Range — Pick the window you want to evaluate. The Scheduler will only look at dates inside this range.
2. Stores — Open the picker and choose one, several, or all of your stores. You can type to filter the list. The selector shows how many stores you've picked (for example, "2 stores").
3. Filter By — Choose what kind of gap or condition you're looking for:
   • Missing Sales — Store-date combinations where no sales have been loaded.
   • Reload — Store-date combinations that already have data and are eligible to be re-pulled.
   • Posting Status — Filter results by their current posting status (useful for retrying failed or partial posts).
4. Click Search.

The Search Results table lists every matching store-date combination, along with its sales date, posting status, and net sales. The header tells you the total count (for example, "28 results, 0 selected").

Two helpers above the table let you narrow the list further without re-running the search:

• Filter by store name — Type to filter the visible rows.
• Select statuses… — Restrict to one or more posting statuses.

If nothing matches, you'll see "No store-date combinations found matching your filters" — that's the good outcome for "Missing Sales": there's nothing missing.

2. Select the rows you want to include

Use the checkboxes to pick the store-date combinations to include in the job. The header Select All / Clear buttons act on the currently filtered view, which makes it easy to select a single store across many dates: filter, then Select All.

The header updates as you go (for example, "28 results, showing 14, 4 selected") so you always know what's in your selection.

3. Configure the job

In the panel above the results:

• Job Type — Pick Load Missing, Reload, or Regenerate Accounting. See Understanding the three job types above if you're not sure which one applies.
• Job Name — Auto-fills from your selection (for example, Store-001,Store-002,20260501,20260514). You can edit it to something more memorable.
• Data Source — Pick which data to act on. Sales is selected by default. Some accounts will see additional sources here (such as Inventory or Purchase Order) depending on what's enabled.
• Notify on completion — Leave checked to get an email when the job finishes. The address next to the checkbox is where the notification will be sent.

4. Queue the job

When you have at least one row selected, the Queue button turns green. Click it to add the job to the queue. You'll be taken to the Active Jobs tab automatically.

Monitoring a running job

The Active Jobs tab shows everything queued or in progress, with:

• Job Name and a tag for the job type (for example, Regen for Regenerate Accounting).
• Stores and Entries — How many stores and store-date rows are in the job.
• From / To — The date range.
• Started — When the job actually began running.
• Status — Pending until a worker picks it up, then Running once it starts.
• Progress — A bar that fills as the job runs.

Click Refresh at the top right of the table to pull the latest state. The view doesn't update on its own, so you'll need to refresh manually to see new progress, status changes, or completions.

Drill into a job for entry-by-entry status

Click the ▼ at the end of a job row (or anywhere on the row) to expand it. The drilldown gives you per-store, per-date visibility — exactly which entries have finished, which are still running, and which failed.

Each store in the job gets its own section. Within a section, you'll see one row per sales date with:

• Sales Date — The date the entry is for.
• POS — Which POS integration ran the entry (for example, Toast).
• Started On / Completed On — Timestamps for that specific entry. Blank dashes mean the entry hasn't reached that stage yet.
• Status — Pending, Running, Completed, or Failed.
• Notes — Context for the entry. Empty for healthy entries; populated with an error message when something goes wrong.

The drilldown is the right place to look when a job is partially successful — the top-level row might show Running while one specific store-date has already failed. Find that row, read the Notes column, and you'll know whether it's a POS timeout to retry, an auth issue, or something else. The rest of the entries continue running independently; one failure doesn't stop the job.

To collapse the drilldown, click the ▲ at the end of the expanded row.

Cancelling

To stop work that hasn't finished, tick the checkboxes for the jobs you want to stop and click Cancel Selected. Entries that have already completed are kept; anything still pending or running for that job is dropped.

Reviewing completed jobs

The Completed Jobs tab is a record of past runs. Use it to confirm a backfill worked, to copy a job's parameters as a reference, or to share results with someone on your team.

Resending the daily email after a reload

After you've reloaded or regenerated for a date — whether through the per-date workflow or the Scheduler — you can have Shogo re-send the daily email with the updated numbers:

1. Sign in to Shogo at app.shogo.io.
2. On the Sales tab, select the sales date you want to re-send. Only one day can be emailed at a time.
3. Scroll to the bottom-right of the screen and click the envelope icon.
4. A new daily email is generated and sent to every user on the account who has the daily email preference enabled.

Tips

• Start with a narrow Date Range and Stores selection when using the Scheduler for the first time, so you can verify the result before queueing larger batches.
• Use Missing Sales as a daily health check. Run a Missing Sales search for yesterday across all stores — if it comes back empty, you're caught up.
• Job Name is editable. Rename a Scheduler job before queueing if you want it to be easier to find later (for example, "April backfill — Northeast region").
• Leave Notify on completion on. Larger jobs can take a while; the email tells you the moment it's done.
• Posting Status filter is your friend for retries. If a previous load left some entries in a failed state, filter on that status and queue a Reload just for those rows.

FAQ

How long do jobs take? For sales reloads, expect 15–20 minutes for data to come back from your POS. Accounting sync to your accounting system can take up to an hour. Very large bulk backfills can take longer.

How may jobs can I have at once? Customers can have 3 active jobs at any one time

What happens if I queue the same store-date twice? The most recent successful load wins.  If a store/date is already queued, then you can't queue it again. A Reload replaces existing data; a Load Missing skips entries that already have data; a Regenerate Accounting only updates entries whose accounting output has changed.

I updated my accounting mapping. Will old dates pick up the change automatically? No. Shogo doesn't retroactively apply accounting changes — new rules only affect sales loaded after the change. To apply the new mapping to past dates, run a Regenerate Accounting job over the date range you want to update.

Reload vs Regenerate Accounting — what's the difference? A Reload re-fetches sales from the POS and re-runs accounting on the new numbers. A Regenerate Accounting leaves your sales data untouched and only re-evaluates accounting against your current config. Use Reload when the sales at the POS changed; use Regenerate Accounting when your accounting setup changed and the underlying sales are still correct. Regen is much faster because it skips the POS fetch.

Can I load data from before my Shogo account existed? Not through either tool. Submit a history request and our team will handle the backfill.

Can I queue multiple jobs at once in the Scheduler? Yes. Each job runs independently and shows up as its own row on Active Jobs.

Where do I see what went wrong? For a single date, the failure shows on the Sales Summary itself. For a bulk job, expand the row on Active Jobs (or the corresponding row on Completed Jobs) and read the Notes column for the failed entry.

Who gets the completion email from a Scheduler job? Whoever's email is shown next to Notify on completion — by default, the account you're signed in as.

Do I need to do anything in QuickBooks Desktop after a reload or regen? Yes. Run the Web Connector (or wait for it to run on its schedule) to sync the updated accounting entries into QuickBooks.

Why isn't the POS Load Scheduler available on my account yet? Two eligibility checks have to pass before bulk loads will run. First, your account needs at least 7 days of posted transactions to an active accounting system before the Scheduler unlocks. Second, the Scheduler won't process dates earlier than your store's posting-from date (set when the store was first configured). For anything before that date, submit a history request; for the 7-day window, just give it time.

How are jobs prioritized, and what happens to failed entries? Two things govern how quickly a bulk job runs:

• Priority is inversely scaled by job size, so smaller jobs jump ahead of larger ones. Standard initial loads and start-of-day loads get top priority automatically.
• Failed entries auto-retry up to 10 times at the interval configured for your POS before being marked Failed. If something looks stuck in Running for a while, it's likely auto-retrying behind the scenes.

The Regenerate button with the icon will regenerate postings to your accounting system.  This is typically used if you changed your mapping and now want to regenerate the accounting based on the updated mapping but do not want to reload the data from your POS for that date. Items available from your POS and enabled on your account will be shown as options to regenerate. Select all or select individual items that you would like to regenerate for that date.

Once you have requested the sales or accounting reposting, the job will go in a queue and you will briefly see a popup to indicate that the job has queued. 

You will receive confirmation of your sales reloading or accounting regenerating.​

Depending on your POS/eCom system it could take 15-20 minutes for your sales data to reload.  It may take up to an hour for the accounting posting to sync to your accounting system.  Please note, for QuickBooks Desktop you also need to run the Web Connector or wait until the Web Connector runs to sync your accounting entries.

If you wish to get your daily email resent with the updated numbers, please do the following:

1. Log in to Shogo at app.shogo.io
2. On the 'Sales' tab in Shogo,  select the sales date that you are interested in. Only one day can be emailed at a time.
3. Scroll all the way to the bottom right of the screen and click the envelope icon
​4. A new daily email will be generated and sent to all users on the account that have the daily email preference enabled.