We Want to Change Our Accounting Platform from QuickBooks Desktop to QuickBooks Online, What Do We Need to Do?

Shogo Customer Care
Shogo Customer Care
  • Updated

When changing accounting platforms you will be required to  re-map your configuration.  This is because you are linking your Shogo account to a new accounting file.  

We strongly recommend that you take export  your current mapping from the Shogo Accounting Page before proceeding. The exports can be used as reference, making the re-mapping process go smoother. 

 

To Export go to Settings>Accounting - Export Settings

 

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Once you have processed your last day of sales for QuickBooks Desktop, you can change your connection at:

app.shogo.io
>Settings>Accounting>Press the "Change" Button (Located top Right of Page)

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>Press the "Add a New Company Button" (Located bottom Left of Page)

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>Press the "Connect to QuickBooks" button and follow the instructions from QuickBooks to authorize the connection