Switching or migrating accounting systems

If change the accounting system that your location is posting to in Shogo, 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. 

Step 1-Export your Mapping

To export your mapping, log into your Shogo account at app.shogo.io

Navigate to Settings>Accounting

Click on the location you would like to edit

Click on the Export Settings button

This will export your mapping to an Excel file. Export your mapping for each location. 

 

Step 2-Dissociate your current accounting system

Once your Chart of Accounts is complete in your new accounting system:

While logged into your Shogo account, navigate to Settings>Accounting

Click on the location you would like to edit

Click on the Change Company button

Note - you will lose all your mapping in Shogo after completing this step. 

 

Step 3-Connect to the new company for that location

Once you click the Change Company button, you will choose to connect the location to an existing company or connect to a new company. To connect to a company that is already connected to Shogo, click on the existing company/accounting system and click the Change button. 

If the company has not yet been connected to Shogo, click the blue Add a New Company button at the top right corner of the screen and follow the on-screen prompts. If the company was added previously, you can click the blue Reconnect button . 

 

Step 4- Remap your accounting to the new company

Navigate to Settings>Accounting 

Click on the location you would like to edit

Map your accounting using the file that you exported earlier 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.