villaomega.blogg.se - Lightspeed onsite user accounts

#Lightspeed onsite user accounts full
#Lightspeed onsite user accounts software

Your sales will be grouped according to the categories you've established in Lightspeed Restaurant. This may be necessary if you created a new account after the last sync.

#Lightspeed onsite user accounts software

At any time, you can click Refresh Accounts to resync which accounts in your accounting software are available for mapping in Lightspeed Accounting. With journal entry posting, you'll need to map your sales, payments, taxes, discounts, and tips. Mapping under journal entry posting method

#Lightspeed onsite user accounts full

By mapping your accounts, you'll have full control over how your point-of-sale data is recorded in your accounting software. Now that the connections have been established, the path is open to begin syncing your information, however Lightspeed Accounting will still need to know where to send that information in your accounting software.

Note that if you change the posting method, all mappings will be reset and you will have to reconfigure your mappings from scratch. Once you've selected a posting method, you can begin mapping your point-of-sale data to your accounts. Product sales will be reported and mapped individually.

Invoices by product: Lightspeed Accounting will send an invoice with your daily sales summary and respective payment types.

Product sales will be grouped by category.

Invoices by categories: Lightspeed Accounting will send an invoice with your daily sales summary and respective payment types.

Payments will be posted based on your mappings. Journal entry: Lightspeed Accounting will create a general journal entry based on your end-of-day summary and group your product sales by category.Lightspeed Accounting supports four posting methods: Once you've determined how frequently to sync your data, you'll need to establish how your data will sync. You will only receive notification emails if your data has failed to sync there are no emails sent to summarize successful syncs. You can also designate an email address for receiving notifications in the event that a sync error has occurred. Pause: Your data will no longer sync until a new sync schedule is selected.The sync will include 7 individual end-of-day summaries. Weekly: Your data will sync every week on the day you select.Daily: Your data will sync once every day and will include a 24 hour period based on the opening hours you've established in Lightspeed Restaurant.You can use the drop-down menu to select from the following options: The first thing you'll need to establish is how frequently you want Lightspeed Accounting to sync your data. You are now ready to set up how your data will sync. This establishes the connection between your accounting software and Lightspeed Accounting. After a few moments, the connection will be established.Click Connect or Allow access to authorize the integration.

You will be asked for permission to connect your accounting software to Lightspeed Accounting.

Enter these credentials and click Sign in or Log in. It is very important that you enter the credentials for a user with full administrative permissions in your accounting software.

A window will appear asking for your accounting software credentials.

Note: if you use QuickBooks Desktop, please follow these additional steps before clicking connect.

Click Connect next to your accounting software of choice.

Click Accounting in your Restaurant Manager.

Once all users are logged out of your accounting software: If a user is logged in to your accounting software without administrative permissions, Lightspeed Accounting may not integrate with the permissions needed to properly sync your data. Make sure to use credentials with admin permissions for the child establishment.Īdditionally, make sure all users are logged out of your accounting software before beginning this process. If you have multiple locations, it is very important that you do not use your master account to establish the link with Lightspeed Accounting.

Map your point-of-sale data to your accounts.īefore mapping your accounts, you'll need to establish the connection between your accounting software and Lightspeed Restaurant.

Connect Lightspeed Accounting to your accounting software.

Your point-of-sale data will automatically sync to your accounting software according to the sync schedule you set, and you'll have complete control over how that information is mapped to your accounts. Setting up Lightspeed Accounting 2.0 will streamline your accounting process.