Shogo posts your point-of-sale (POS) sales into Sage Intacct automatically every day, so your books stay current without manual journal entries. This guide covers the main choices you’ll make when setting up the integration: how sales post, how to break them out for reporting, and how sales tax is handled. Each section links to a Knowledge Base article with more detail.

For a quick overview of everything the integration supports, start with the Sage Intacct Feature Summary.

Before you begin: Connect Shogo to Sage Intacct

Shogo needs a secure connection to your Intacct company before it can post anything. If you haven’t set this up yet, follow our step-by-step guide first:

Once you’re connected, come back here to choose how your sales post.

Step 1: Choose how your sales post

Your posting method decides what Shogo creates in Sage Intacct each day. Intacct supports two methods.

Journal Entry (recommended for most customers)

Shogo creates one journal entry per day, with sales grouped by the departments or categories set up in your POS. This is the simplest option to set up and maintain, and it posts straight to your general ledger.

Best for: restaurants, bars, entertainment venues and retailers who want accurate daily revenue, tax and tender totals without item-level detail.

Itemized Invoice

Shogo posts every item sold, along with discounts, on an itemized invoice. Taxes, payments and cash activity are recorded separately as journal entries. This gives you the most detail but takes the most upkeep, because every POS item has to be mapped.

Best for: businesses that use their POS to track inventory and want item-level sales in Sage Intacct.

For a full comparison, including how each method affects your reports, see Accounting Posting Methods.

Step 2: Break out your sales with segmentation

Sage Intacct’s dimensions let you report on your business in many ways. Shogo’s segmentation feature fills those dimensions with information from your POS, so your daily entries arrive already split the way you want to analyze them.

You can segment your sales by POS reporting options such as:

• Revenue center (bar vs. dining room vs. patio)
• Day part (lunch, dinner, late night)
• Order source (in-store, online, third-party delivery)
• Dining option (dine-in, takeout, delivery)
• Payment type
• Taxable vs. non-taxable sales
• Hour opened or closed, or day of the week

Each segment maps to an Intacct dimension, such as Location, Department, Project or a custom dimension. Then you can use Intacct’s standard reports to compare, for example, dinner sales across locations or third-party delivery revenue by month.

Tips for Intacct users:

• Location is Intacct’s primary dimension. If you run more than one store, map each store to its own Intacct location first, then add further segmentation on top of that.
• Use segmentation, not extra GL accounts. Splitting revenue by dimension keeps your chart of accounts clean and still gives you the detail you need.
• Keep it focused. Choose the one or two breakouts you actually report on. Every added segment creates more lines in each daily entry.

To learn how segmentation works and how to set it up, see Shogo Segmentation – Breaking Out Accounting Entries by Point of Sale Reporting Options.

Step 3: Set up sales tax

Shogo uses the sales tax your POS collects and records it in Sage Intacct, so your tax liability matches what was actually charged at the register.

• With Journal Entry posting, you can map sales tax directly to a sales tax liability GL account. Journal Entry is the only posting method that allows this, and it’s the simplest way to keep your tax liability accurate.
• With Itemized Invoice posting, tax is recorded in a separate journal entry alongside the invoice.

If you collect more than one tax rate, for example state, city or special district taxes, you can map each one to its own account so that filing is easier.

For details on how tax is calculated and recorded, see How does Shogo handle Sales Tax?.

Beyond daily sales

Depending on your POS, Shogo can also send the following to Sage Intacct:

• Purchase orders: if your POS includes purchasing.
• Inventory and cost of goods sold (COGS): if your POS tracks costs.
• Customer accounts receivable: if your POS records customers on transactions, Shogo can post itemized customer invoices so you can track A/R by customer.

Ask Shogo Support whether these options are available for your POS.

Quick setup checklist

1. Connect Shogo to Sage Intacct (see Connecting Shogo to Sage Intacct).
2. Review the Sage Intacct Feature Summary.
3. Choose Journal Entry or Itemized Invoice (see Accounting Posting Methods).
4. Map each store to its own Intacct location. (see Map and Activate your Accounting)
5. Choose your segmentation breakouts (see Shogo Segmentation).
6. Map sales tax to your liability account or accounts (see How does Shogo handle Sales Tax?).
7. Review your first few days of entries in Intacct before you rely on the integration for month-end close.

Questions? Our support team is happy to help. Submit a request to Shogo Support at any time.