QuickBooks / Xero Integration

Created by Touchpoint Support, Modified on Mon, 27 Jul, 2020 at 9:44 AM by Touchpoint Support


The Basic Idea: Optional service to send daily financial data to your QuickBooks or Xero account via Shogo. 

Requires a shogo.io subscription!

 

Login to Touchpoint Web Admin (Google Chrome Browser, only)


Connecting Touchpoint with Shogo is pretty straight forward and requires just a set of Touchpoint keys and a Shogo account. Generate those keys in your local stores Web Admin. Then register on https://shogo.io and enter the Touchpoint keys when asked.


Touchpoint Web Admin > Backoffice > 3rd-Party Integration > API Access > enter a Key Name, e.g. Shogo > issue



Screen-Shot-2017-07-21-at-14.35.14.png#asset:172



https://shogo.io > Settings > Stores > New Store > Connect to Touchpoint



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shogo.io

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