LightSpeed Retail

Set-Up

Here are the steps:

  1. Login to Connex.
  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 Connex, click the order export tab.
  2. Under store list, enter Webstore.
  3. Click save and sync.

Special Orders

LightSpeed sends special orders to our software, but all the totals are zero. There are no lines items, so Connex skips adding them.

Inventory Syncing

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

Purchase Order Support

Connex 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 purchase settings.
  2. Check the box for sync purchases to QuickBooks
  3. Click save and sync.

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.

 

How do I skip adding credit account payments?

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

 

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