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I am using Shogo to map sales data from my POS and it matches the cc deposits to my bank via journal entry but the sales do not post in the dashboard or sales reporting?

 
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I am using Shogo to map sales data from my POS and it matches the cc deposits to my bank via journal entry but the sales do not post in the dashboard or sales reporting?

Greetings, @jamesimonti.

 

I'd be happy to help get this taken care of today.

 

The pre-filled sales details imported into QuickBooks Online when you connect to Shogo is based on the information they provided to us. To fix this, we need to check the set up when the transactions are imported into QuickBooks. 

 

I'd recommend contacting their Customer Support Team. They will be able to help you further to get you back to business.

 

To reach them, please check their contact information at the right pane of this article: Shogo Automate your retail bookkeeping.

 

That should point you in the right direction today. If you have any other questions I can help you with, feel free to add a comment below. 

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Level 1

I am using Shogo to map sales data from my POS and it matches the cc deposits to my bank via journal entry but the sales do not post in the dashboard or sales reporting?

Hi James.

 

You currently have your Shogo settings set to post as a QB Journal Entry.  If you want to use the QBO sales reporting and DashBoards - you may want to consider switching your posting method to a Summary Sales Receipt.

 

This article link has more info:

 

What QuickBooks posting methods are supported?

 

but please note this will also require that you set up QBO Products and Services in addition to your Chart of Accounts (if you have not already done so).

 

 

 

 

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