Lightspeed + Quickbooks Online Setup guide

Pamela Calilung
Customer success manager Request support
This integration is available for Lightspeed customers in USA and Canada

Lightspeed Retail + Quickbooks Online integration is 100% forever free of charge if you connect before the end of August 2020!

Overview

Lightspeed Retail + Quickbooks Online Integration captures all daily transactions from Lightspeed and syncs all data in a summarized format to a single invoice output in QuickBooks Online by mapping sales, payments and taxes which can be tracked by products, by location and by categories.

The integration offers the following features:

  • Sales
    • 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.

Before you start

How to setup the integration

  1. Register or sign in the Amaka dashboard to get started.
  2. Click the New integration button and select Lightspeed Retail + Quickbooks Online from the integrations list to commence the setup.
  3. Sign in to your Lightspeed account by clicking the Connect new account button underneath Lightspeed’s logo. Follow the guided the authentication process and click Allow access to grant all relevant permissions.
  4. Authenticate your QuickBooks Online account following the same procedure, then click Save + Continue.
  5. Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.

After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start the setup of a new one.


Setup methods

Express setup

Every day, an invoice with your daily sales summary will be created into Quickbooks Online.

The integration will automatically map sales and payments from Lightspeed Retail into Quickbooks Online by creating the following default accounts:

Account and code mapping
LIGHTSPEED ACCOUNTACCOUNT NAMEACCT. TYPEACCT. PRODUCT AND SERVICE TYPEACCT. NUMBER/SKU
SalesLightspeed SalesIncomeNon-InventoryLS-2000
DiscountsLightspeed DiscountsIncomeNon-inventoryLS-2001
Gift CardsLightspeed Gift CardsOther Current LiabilitiesNon-inventoryLS-8000
AdjustmentsLightspeed SalesIncomeNon-InventoryLS-2000
Lightspeed Payment types Mapping

Scroll horizontally.

LIGHTSPEED ACCOUNTACCOUNT NAMEACCOUNT TYPEACCT. PRODUCT AND SERVICE TYPEACCT. NUMBER/SKU
CashLightSpeed CashOther Current Assetnon-inventoryLS-6000
Gift CardLightSpeed Gift CardOther Current Assetnon-inventoryLS-8000
Credit AccountLightSpeed Credit AccountOther Current Assetnon-inventoryLS-5000
Any custom Lightspeed payment typeLightspeed {{custom payment type name}}Other Current Assetnon-inventoryLS-61__
All other payment typesLightSpeed All other payment typesOther Current Assetnon-inventoryLS-6001
Lightspeed Tax Mapping

Scroll horizontally.

TAX CATEGORIES / TAX NAMEQBO ACCOUNT / PRODUCT and SERVICE NAMEACCOUNT TYPEACCT. PRODUCT AND SERVICE TYPEACCT. NUMBER/SKU
Any Tax Categories Any Tax NameLightSpeed Sales TaxOther Current Liabilitiesnon-inventoryLS-1___
Advanced setup

The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Lightspeed.

Recommended for professional bookkeepers and accountants.
Guided setup

Schedule a call with one of our integration experts that will guide you through the setup.

Schedule a call now

What’s next?

Need any help?
Need help? Visit our Help desk or Schedule a support session.