Shogo Configuration Simphony to QuickBooks Online Daily Sales

Introduction

Shogo is a tool that automatically syncs data through configuration.

Here, we are syncing Simphony sales to QuickBooks

There’s no way to sync old orders from Simphony, only daily transactions after the activation date.

Always click here to refresh Chart of accounts, products etc required for the configuration

In Shogo, there are 3 ways to sync orders. I’ve listed them below with screenshots.

1. Journal Entry

This doesn’t have a customer setup, since Journal Entry doesn’t need it.

We have another option that records a journal entry. It will create one journal covering all sales with configured class and location.

2. Summary Sales Receipt

1. Connected the Simphony account (MAHER) with the QuickBooks Online Sandbox account in Shogo.
   

   
   

2. Configured it to run daily and create summarized records for the selected QuickBooks customer.
   

   
   

   
   

3. Created all the required charts of accounts and items in QuickBooks.
   

   
   

4. Mapped Simphony items to QuickBooks items across all modules.
   

   
   

5. Since orders are automatically created in Simphony from the POS system (and test orders can’t be created), I’ll wait until tomorrow to confirm if the orders sync to the selected QuickBooks customer.
   

   
   

3. Itemized Sales Receipt

1. Created a new customer in QuickBooks and Configured it.
   

   
   

   
   

2. As of now, All the sales will be recorded as “All Sales” Item.
   

   
   

   However, there is an option to map individual items.

   Do you want us to map them, or should they be synced as ‘All Sales’? The item will still be added in the description.

   Each time a product is added, you need to map it here (optionally).

   
   

3. Same for Discounts, Do we need to map default or each individual item?
   

   
   

4. Configuration for “Other Charges”, Here we need to choose Vendor as well.
   

   
   

5. Configuration for “All Taxes”, Here we need to choose Vendor as well.
   

   
   

6. Configuration for “Payments”, Here we need to choose Vendor as well.
   

   
   

7. Configuration for “Cash Drawer”, Here we need to choose Vendor as well.
   

   
   

8. Example of how the sales will be synced.