This feature is only available for Retail POS (S-Series) merchants on select pricing packages.

Retail POS (S-Series) integrates with QuickBooks Online to automatically sync register totals to your QuickBooks account and simplify how you balance the books.

Adding the QuickBooks Integration

If QuickBooks integration is not part of your current pricing package, you'll need to upgrade to a package that includes QuickBooks integration.

If your current package includes QuickBooks integration, either sign up for a QuickBooks account or link an existing QuickBooks account.

1. Sign into BackOffice as the Business Owner or as an employee with Manage Account and Manage QuickBooks Integration permissions.

2. Click Integrations and select QuickBooks Accounting.

   

3. Click Add QuickBooks Integration. If you don't see this page, contact Support to ask about upgrading your pricing package.

   

4. Follow the prompts to upgrade to a pricing package that includes QuickBooks integration.
5. Follow the steps to sign up for a QuickBooks account or link an existing QuickBooks account.

Signing Up for QuickBooks

Sign up for an account to start using QuickBooks. Users who already have an account can skip ahead to the Enabling the QuickBooks Integration section.

1. Sign into BackOffice as the Business Owner.
2. Click Integrations and select QuickBooks Accounting.

3. Click the link to sign up for a new account.

   

4. Select Buy Now or Free Trial and pick a version. QuickBooks Self-Employed is not supported.
5. Enter your information and click Create account.
6. Follow the remaining prompts to finish QuickBooks account setup.
7. Complete the steps below to enable the QuickBooks integration.

Visit Advanced Topics FAQ for links to helpful tutorials, webinars, and other resources from Intuit.

Enabling the QuickBooks Integration

Once you have a QuickBooks Online account, link it to Retail POS to enable QuickBooks integration and begin automatically syncing register data.

Before enabling the integration for the first time, you must set up sales tax in QuickBooks Online. Failure to do so may result in syncing issues. For help setting up tax in QuickBooks, visit QuickBooks support.

1. Disable your web browser's pop-up blocker.
2. Sign into BackOffice as the Business Owner.
3. Click Integrations and select QuickBooks Accounting.
4. Click Connect to QuickBooks.

5. Enter your QuickBooks login information into the pop-up and click Sign In.

   

6. Click Connect.
7. Click Complete Setup.
8. Review how QuickBooks integration works, choose whether to post individual transactions or summaries to QuickBooks, and click Next.
   • Summaries (default) | Posts a summary of each register shift as a single Sales Receipt soon after the shift is closed.
   • Individual Transactions | Posts each sale and return as a separate Sales or Refund Receipt soon after being performed.

9. Click Select Accounts to allow setup of the default Retail POS accounts and items in QuickBooks and choose which QuickBooks accounts data will sync to.

   

10. (Optional) Update the default QuickBooks account mappings.

    

11. (Optional) Enable settings for posting locations, non-cash gratuity payouts, and cash expense payouts.

    

12. Click Save.
13. Click Done to complete the integration setup.

With setup complete, visit the Advanced Topics article for more info on using QuickBooks with Retail POS. If you're having issues with sales syncing to QuickBooks, visit the troubleshooting guide.

Frequently Asked Questions

Continue below for answers to some common questions about QuickBooks Integration.

• Which versions of QuickBooks are supported?

  QuickBooks integration works with three versions of QuickBooks Online: Simple Start, Essentials, and Plus.

  The Self-Employed version of QuickBooks Online is not supported.

• Can I use the integration with QuickBooks for PC / Mac?

  No. If using QuickBooks for PC/Mac, set up QuickBooks integration through the Retail POS integration with SHOGO. Visit the QuickBooks via SHOGO article to learn how to sign up.

• Can I use QuickBooks integration internationally?

  At this time, QuickBooks integration is only available to businesses located in the United States and Canada.

• What information does syncs to QuickBooks?

  Sales, returns, tender amounts, taxes, discounts, and payouts that occur after enabling the integration will sync to QuickBooks. Depending on the posting method chosen during setup, this information will either post as a single summary or as a series of individual transactions. Other information, including data from shifts closed before setting up the integration, does not sync to QuickBooks.

  Visit the QuickBooks Integration: Advanced Topics article to learn how to view QuickBooks reporting and if you have issues with data syncing to QuickBooks, Visit the troubleshooting guide for help.

• Do I need to do anything to make my data sync?

  If using the ‘Summaries’ posting method, you must close register shifts every day. For this posting method, data is sent automatically from Lightspeed Retail to QuickBooks shortly after each register shift is closed. If a register shift is left open, totals for that shift will not sync to QuickBooks until after it is closed.

  If using the ‘Individual Transactions’ posting method, no action is required as transactions will automatically sync to QuickBooks shortly after being completed at the register.

• Can I manually import data into QuickBooks?

  QuickBooks allows certain types of information to be imported, but if you need help importing data to QuickBooks, you'll need to contact QuickBooks Online Support.

• I set up my QuickBooks Integration. Now what?

  Visit the QuickBooks Integration: Advanced Topics article to learn how to update account mappings, change posting methods, check which register shifts have synced, view pending transactions, and access QuickBooks reporting.

• How can I get help with QuickBooks Integration?

  Visit the QuickBooks Integration Troubleshooting guide for help solving some common problems.

  If you have more questions about QuickBooks integration, Visit the Advanced Topics FAQ.