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Getting Started with MoeGo Accounting

Amelia avatar
Written by Amelia
Updated this week

MoeGo Accounting is a feature tailored for pet care businesses. Whether tracking everyday expenses or generating detailed financial reports, MoeGo Accounting simplifies financial management, eliminating manual errors and improving accuracy.

With MoeGo Accounting, business owners gain better financial insights and control, allowing them to focus more on growing their businesses and less on complex bookkeeping tasks.

MoeGo Accounting Key Benefits

Real-time financials within MoeGo

When you close a ticket, it's instantly recorded in accounting. You'll be able to access detailed statements and track expenses - all in one place.

Stay on top of your financial

No more relying on bank balances to gauge your business health. With a dedicated MoeGo bookkeeper, you'll be able to keep your records accurate and organized.

Be prepared for tax season

No more last-minute scrambling. With full-service bookkeeping, your records stay tax-ready all year, making filing seamless and stress-free.

MoeGo Accounting Availability

  • Accounting is available for all MoeGo users irregardless of the plan you're on.

  • Available on both desktop and mobile app, allowing you to manage your finances wherever you are.

MoeGo Accounting Subscription

Navigate to the Finance section > Accounting to check the plan.

Once subscribed, you can connect your account to start using the accounting module!

Getting Started with MoeGo Accounting

Step 1: Upgrade To New Invoice

Simply click "Upgrade and Next" to upgrade to the new invoice system.

This upgrade integrates the new accounting features directly into your invoicing workflow. For more details on new invoices, feel free to visit MoeGo Pay - Revamped Payment Experience.

Step 2: Select Business

For multi-location businesses, MoeGo allows you to select which location you'd like to link to the accounting module to.

To do this, you'll want to :

  • Input company information

    • Company name: Input the legal name of the company as it has been registered.

    • Company state: Select the state in which the company has been registered.

    • Company type: Company type is used to determine tax filing status.

  • Select business

  • Accept and check on < Terms of service >

  • Click on < Next > to proceed

Step 3: Connect to your Bank Account

You may need to connect your bank account and credit card, which allows MoeGo Accounting to automatically match invoice payments with your bank transactions, streamlining reconciliation.

You can enter your bank details or select from existing connected accounts to complete the setup.

Step 4: Book a call with us for Bookkeeping Onboarding

πŸ’‘Please Note: This is for bookkeeping only

Click on < Schedule > for a 30-minute onboarding call! Please select a date and time from the provided calendar to book a call with a MoeGo Bookkeeping specialist.

For more information on Advanced Features, Dashboard, & Chart of Accounts please click here

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