An account, location, or department in my accounting system isn't showing in Shogo accounting mapping

Shogo Customer Care
Shogo Customer Care
  • Updated

If you add new accounting items, accounts, etc in your accounting system, you will want to refresh the reference data in Shogo to capture those changes.  You can refresh all of your accounting reference data in Shogo by navigating to:

Settings>Accounting>View Details (if multiple locations exist)

Click on the Refresh link

 

You will see a notice that Shogo is resyncing to your accounting system and will see the Last Refreshed date update when it has completed resyncing. 

If you are using QuickBooks Desktop, you will then need to run your Web Connector in order to respond to Shogo's refresh request.

To run web connector, please go to your QuickBooks:

 

File>Update Web Services>Select the Shogo application and then press Update Selected

 

After the process completes, please hide or minimize the process and do not exit via the "X" or the Exit buttons.

QuickBooks does not allow the use of the following account types - Account Receivable or Account Payable. 

Please note, this will refresh reference data only and has no impact on syncing sales data. If you have accounting postings that have failed due to missing accounting items, please ask Shogo to reload your sales and accounting data for those failed entries. 

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