LightSpeed Retail

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Set-Up

Here are the steps:

  1. Login to Cloud Cart Connector.
  2. On the my connections page, choose LightSpeed.
  3. Click submit.
  4. In the dialog that opens, click continue.
  5. Follow the on-screen instructions.

Filter by Webstore

If you only want web store orders, follow these steps:

  1. On the configure screen of Cloud Cart Connector, click the order export tab.
  2. Under store list, enter Webstore.
  3. Click save and sync.

Inventory Syncing

Cloud Cart Connector can sync inventory from LightSpeed to your online store. Please contact us for a consultation and set-up.

Purchase Order Support

Cloud Cart Connector can sync purchase orders from the inventory > purchase orders area of LightSpeed Cloud. Our system maps them to QuickBooks bills. To set-up the sync, follow these steps:

  1. At the configure page, scroll down to task settings.
  2. Check the box for sync purchases to QuickBooks
  3. Click save and sync.

Expense Account

Next, let's add an expense account for the bill. At the complete page, click rules engine on the left.

  1. In Cloud Cart, hover over the gear and click rules engine.
  2. Click the link to turn on the advanced rules engine.
  3. Click add new rule.
  4. For form 1, enter these values.
  5. For form 2, enter these values.

Manually Export Purchases

Cloud Cart will automatically export bills. To catch up on missing purchases, follow these steps:

  1. On the Cloud Cart configure page, click advanced.
  2. Scroll down to purchase settings.
  3. Adjust the sync dates.
  4. Click save and sync.

Check your log by hovering over the gear and clicking transaction log to see activity.

Sales Tax

Many sales lack a shipping address state, which our system matches to a QuickBooks tax code. You must add a setting that says if orders are charged by register ID 1, then the system will add MD as the state and match the tax code. Here are the steps:

  1. At the configure page, click sales tax on the left.
  2. Click the add button.
  3. Match a QB tax code to a U.S. state.
  4. Click submit.
  5. Click my connections
  6. Click submit.
  7. At the configure page, click rules engine.
  8. Enter this rule.

Here is a video demonstrating the integration:

SKU Import

If you need to import a list of SKUs using a spreadsheet, here is the field mapping to QB:

LightSpeed - QB

Custom SKU - Product Service/Name
Item - Sales Description
Item - Purchase Description
Price - Sales Price / Rate
Qty - Quantity on Hand
Default Cost - Purchase Cost

The type field should be inventory. The income, asset, and expense you can fill in with the proper accounts.

How do I skip adding credit account payments?

Login to Cloud Cart. Hover over the gear box and click rules engine. Click turn on advanced rules engine. Click map from. Uncheck enable.

 

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