If your sales aren't appearing in your accounting system, there are a few common reasons why. Work through the checks below in order to find and fix the problem.
Step 1: Confirm your Point of Sale is connected to Shogo
If you're a new customer, the first thing to verify is that your location is connected to Shogo.
- Open the Shogo app at app.shogo.io.
- Click Settings > Stores.
- Click the Connection tab.
- Verify that your location is connected.
If your location is not connected, follow the Connection Guide on the right-hand side of the screen. Once the location is connected, you will receive a message from Shogo confirming that your sales have been loaded. Your next step will be to connect your accounting system and map your accounting.
If your location is already connected to your point-of-sale system, move on to Step 2.
Step 2: Review your accounting settings
Once your point of sale is connected, the next place to look is your accounting settings.
- Navigate to Settings > Accounting.
- If you have multiple locations, choose the location you're trying to confirm is posting.
From here, check the following three things:
Verify your accounting system is connected to Shogo. If you see it is disconnected, or has not been connected, navigate to Settings>Companies. Click New Company if your company hasn't been connected or click Reconnect to connect a company that was previously connected.
Verify your accounting is activated. Check the activation status to confirm your accounting is turned on. If it isn't activated, your data won't post to your accounting system.
Look for unmapped items. Categories that need to be mapped will have red bullets next to them. You will see yellow highlighted items within those categories that are the items that need to be mapped. If you see any red bullets, those categories have items that need to be mapped.
Step 3: Check the Accounting Status Report
Shogo may be attempting to post your data but is unable to do so because of one or more failure errors. You can check whether Shogo is posting your data and review any failure errors by looking at Shogo's Accounting Status Report.
For details on how to read the report, see Accounting Status Report.
Still not seeing your data?
If you've confirmed your location is connected, all items are mapped, and your accounting is activated but your data still isn't appearing, reach out to Shogo Customer Care for additional help.