Accounting Integrations (Shogo)
Table Of Contents
Chapter 1. Introduction
Shogo is a third party app that allows you to connect TouchBistro to Quickbooks (Windows via web connector or online versions) as well as Xero, Sage One, and Exact.
Chapter 2. Setting Up
Select either Sign up for Shogo (if you don’t have an account) or Use Existing Account (if you do).
Section 1. Use an Existing Account
If you have an account (you’re registered at shogo.io), enter your TouchBistro ID and tap Sign In. (Note this is not your TouchBistro account name. See the step below for where to find the Shogo TouchBistro ID.)
Your TouchBistro ID can be found on your Stores page on Shogo (click Settings | Stores | View Details).
Finally slide Enabled to the green position and tap Done.
Section 2. Sign Up
If you’re signing up for an account, enter your details and tap Sign Up. TouchBistro will default to your Restaurant Email and Phone.
Chapter 3. Enable in Cloud
1. Login to your TouchBistro cloud portal.
2. Click Partners | Shogo and then Open Configuration.
3. Click the drop-down box and select Enable.
4. Copy your Venue ID.
5. Click Save.
Chapter 4. Connecting
The first time you log into Shogo you will be prompted to select your POS. Select TouchBistro.
Click Settings | Accounting.
Click Company in the right menu and then select whether you want to connect TouchBistro with Quickbooks or Xero.
Shogo will update your sales data at the end of the day. After your first day closes, return to Settings | Accounting and map your TouchBistro Menu Categories and payments to your QuickBooks or Xero accounts.
Chapter 5. Upload Previous Day’s Data
If you need to re-upload data from a previous business day, do the following:
Tap Reupload Date and use the date/time wheel to set the day (the 24 day versus your business day based on your open and close times) you wish to upload. Tap Upload to initiate the upload.