Overview of Lightspeed + QuickBooks Online
Connect Lightspeed Retail and Quickbooks Online to start syncing your daily sales transactions.
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Sales sync
- On a daily basis, the integration will sync a summary of your previous day’s sales data from Lightspeed into QuickBooks Online generating an invoice.
- You can customise your preferred sales summary view choosing from a wide array of formats.
- Capture all payment transactions including gift cards, liabilities, tax and fees.
- Easily reconcile Lightspeed sales and payments in QuickBooks Online.
How to set up Lightspeed + QBO integration
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Register or sign in to the Amaka dashboard to get started.
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Click the New integration button and select Lightspeed Retail + Quickbooks Online from the integrations list to commence the setup.
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Sign in to your Lightspeed account by clicking the Connect new account button underneath Lightspeed logo. Follow the guided authentication process to grant all relevant permissions.
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Authenticate your QuickBooks Online account following the same procedure, then click Save + Continue.
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Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
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Click Save + Continue to finish and activate the integration.
Configuration methods
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
Express configuration
Every day, an invoice with your daily sales summary will be created in QuickBooks Online.
The integration will automatically map sales and payments from Lightspeed into QuickBooks Online by creating the following default accounts:
Default accounts mappingAccount and code mapping
| LIGHTSPEED ACCOUNT | ACCOUNT NAME | ACCT. TYPE | ACCT. PRODUCT AND SERVICE TYPE | ACCT. NUMBER/SKU |
|---|---|---|---|---|
| Sales | Lightspeed Sales | Income | Non-Inventory | LS-2000 |
| Discounts | Lightspeed Discounts | Income | Non-inventory | LS-2001 |
| Gift Cards | Lightspeed Gift Cards | Other Current Liabilities | Non-inventory | LS-8000 |
| Adjustments | Lightspeed Sales | Income | Non-Inventory | LS-2000 |
Lightspeed Payment types Mapping
Scroll horizontally.
| LIGHTSPEED ACCOUNT | ACCOUNT NAME | ACCOUNT TYPE | ACCT. PRODUCT AND SERVICE TYPE | ACCT. NUMBER/SKU |
|---|---|---|---|---|
| Cash | LightSpeed Cash | Other Current Asset | non-inventory | LS-6000 |
| Gift Card | LightSpeed Gift Card | Other Current Asset | non-inventory | LS-8000 |
| Credit Account | LightSpeed Credit Account | Other Current Asset | non-inventory | LS-5000 |
| Any custom Lightspeed payment type | Lightspeed {{custom payment type name}} | Other Current Asset | non-inventory | LS-61__ |
| All other payment types | LightSpeed All other payment types | Other Current Asset | non-inventory | LS-6001 |
Lightspeed Tax Mapping
Scroll horizontally.
| TAX CATEGORIES / TAX NAME | QBO ACCOUNT / PRODUCT and SERVICE NAME | ACCOUNT TYPE | ACCT. PRODUCT AND SERVICE TYPE | ACCT. NUMBER/SKU |
|---|---|---|---|---|
| Any Tax Categories Any Tax Name | LightSpeed Sales Tax | Other Current Liabilities | non-inventory | LS-1___ |
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Lightspeed.
Guided setup
Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.
Schedule a call now