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Reloading data in Lightspeed Accounting

Only use the sales reload buttons when troubleshooting. Sales reload buttons are troubleshooting tools and shouldn't be used as part of your normal workflow.

Sales reload buttons should only be used if data is failing to post, or if the data for Sales, Payments, COGS or Purchase Orders-specific dates has changed and you need to update the day’s posting.

You can only reload one date at a time. Only historical dates after the first day of your Lightspeed Accounting subscription are available to reload. Issues must be fixed before reloading or regenerating.

Checking mapping and store connection

Before reloading data, make sure you've completed all mapping and confirm your store is showing as Connected under Settings > Stores > View Details.

A store's details showing an active connection.

Reloading Lightspeed Accounting data

You may need to reload your data if:

  • Sales or other Retail POS data has changed (sales voids, item categories, etc.)
  • Lightspeed Accounting mapping has been updated.
  • Retail POS reports don't match Lightspeed Accounting numbers for the same day (e.g., sales, COGS, tax, payments).

To reload your data:

  1. In Lightspeed Accounting, navigate to Reports > Sales Totals.

    The Reports dropdown highlighting Sales Totals.

  2. Set the date, then click Refresh.

    The Reports page showing the Date Range field and Refresh button.

  3. Under Sales Totals, open the date you need to refresh.

    The Sales Totals table highlighting the a date.

  4. In the Accounting tab, click Reload (refresh arrows icon) to bring data from Retail POS into Lightspeed Accounting. This adds your data to a posting queue, and it will be automatically posted in 30 minutes.

    The Reload icon.

Regenerating data

You can regenerate data to resolve posting issues or incorrect information by updating previously failed posting due to erroneous mapping. You can regenerate data when the G/L account information is incorrect, has been updated, or has changed in your accounting software, or when sales data or purchase orders show errors.

  1. In Lightspeed Accounting, navigate to Reports > Sales Totals.

    The Reports dropdown highlighting Sales Totals.

  2. Set the date, then click Refresh.

    Store details displaying the Date Range field and Refresh button.

  3. Under Sales Totals, open the date you need to regenerate.
  4. Click the calculator icon. This automatically adds your data to a posting queue. It will be posted in about 30 minutes.

    The Calculator icon.

What's next?

Mapping your data in Lightspeed Accounting

Matching POS data to your chart of accounts.

Learn more

Troubleshooting Accounting error messages

Resolve issues with posting data to accounting software.

Learn more

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