Shogo allows you to map your segments globally to avoid having to map the items to each line item in your accounting mapping. Global mapping may look different if your account has had Advanced Accounting enabled. Please skip to that section of this article for instructions if you have Advanced Accounting enabled in Shogo.

For Most QuickBooks Desktop Accounts:

Select a default class or location to apply globally to your sales, discounts, taxes, or other category, click on the top box, where the Default is set for the category and click update. This will also apply your designated Class and/or Location to any items added after the global setting is set up in Shogo's accounting settings.

For QuickBooks Desktop Accounts with Advanced Accounts enabled in Shogo:

Log into Shogo at app.shogo.io and navigate to Settings>Accounting>View Details (if multiple locations exist)

Click on the General Settings Category

Click on the Segmentation Tab

Edit the Accounting Segment you would like to map globally in the Detail section and click Update

You will receive a message asking if you would like to apply the changes to all mapping items or only those items that are unmapped. If you have items where this segment is mapped differently than what you have just globally defined and want to keep the different segment definition that was previously defined, then click Apply to Unmapped. If you would like to overwrite any previously mapped segments with your newly defined one, click Apply to all.

You will then see a message that a reload is required to make the changes. Click Yes.

The result will be a globally defined segment (in this case, Class is defined for Sales data globally) in the mapping: