Overview
Loyverse + QuickBooks Online Integration captures all daily transactions from Loyverse and syncs all data in a summarised 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 Loyverse 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 liabilities, loyalties, tax, fees and more.
- Easily reconcile Loyverse sales and payments in QuickBooks Online.
How to setup the integration
- Register or sign in the Amaka dashboard to get started.
- Click the New integration button and select Loyverse + QuickBooks Online from the integrations list to commence the setup.
- Sign in to your Loyverse account by clicking the Connect new account button underneath Loyverse’s logo. Follow the guided the authentication process and click Allow access to grant all relevant permissions.
- Authenticate your QuickBooks Online account following the same procedure, then click Save + Continue.
- Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
- 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 Loyverse into QuickBooks Online by creating the following default accounts:
Sales Type | Quickbooks Account / Product and Service Name | Quickbooks Account Type | Quickbooks Account Detail Type | Quickbooks Accounts Products and Services Type | Account Number/SKU |
Sales | Loyverse Sales | Income | Sales of Product Income (SalesOfProductIncome) | Non-inventory | LV-2000 |
Discounts | Loyverse Discounts | Income | Sales of Product Income (SalesOfProductIncome) | Non-inventory | LV-2001 |
Loyalty | Loyverse Loyalty Discounts | Income | Sales of Product Income (SalesOfProductIncome) | Non-inventory | LV-2003 |
Tips | Loyverse Tips | Income | Other Primary Income | Non-inventory | LV-2004 |
Surcharges | Loyverse Surcharges | Income | Other Primary Income | Non-inventory | LV-2002 |
Cash Rounding | Loyverse Sales | Income | Sales of Product Income (SalesOfProductIncome) | Non-inventory | LV-2000 |
Adjustment | Loyverse Sales | Income | Sales of Product Income (SalesOfProductIncome) | Non-inventory | LV-2000 |
Scroll horizontally.
Payment Type | Quickbooks Account / Product and Service Name | Quickbooks Account Type | Quickbooks Account Detail Type | Quickbooks Accounts Products and Services Type | Account Number/SKU |
(Custom Payment Types created by users in Loyverse) | “Loyverse {Lovyerse Payment Type Name} Clearing” | Other Current Asset | Other Current Asset (OtherCurrentAssets) | Non-inventory | LV-61__ |
All Other Payment Types | Loyverse Other Payment Clearing | Other Current Asset | Other Current Asset (OtherCurrentAssets) | Non-inventory | LV-6000 |
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to accounts and payments in QuickBooks Online.
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup.
Schedule a call now