If you will be changing your accounting systems, you will need to remap your accounting. The first step will be to export your mapping from the original system so that you can use the export to assist you with mapping your new accounting system.
Export your Mapping
To export your mapping, log into your Shogo account at app.shogo.io
Navigate to Settings>Accounting>View Details (if there are multiple locations)
Click on the blue Export Settings button
This will export your mapping to an Excel file. Export your mapping for each location.
Connect your new accounting system to Shogo
Once your Chart of Accounts is complete in your new accounting system:
While logged into your Shogo account, Navigate to Settings>Companies
Click the blue Add Company button
Select your new accounting system and follow the system prompts
Disassociate your location from the original accounting system
Note - you will lose all your mapping in Shogo after completing this step.
Navigate to Settings>Accounting>View Details (if there are multiple locations)
Click on the red Change button
On the next screen, click on your newly established company/accounting system and click the Change button.
Remap your accounting using the exported file as a guide, making any necessary changes. Click the green Activate button.
Repeat the process for disassociating locations for each location that is switching accounting systems.