Manually exporting your Retail data into Quickbooks (MAC or Windows)

Lightspeed Accounting offers an automated and seamless integration of your Lightspeed Retail data with the below accounting system:

  • Quickbooks Online
  • Quickbooks Windows (2014 or newer)
  • Xero

Alternatively, you can manually export your Lightspeed Retail data and import it into Quickbooks for MAC or Windows.

NOTE: QuickBooks 2013 for MAC and up require a workaround in order to import correctly. In Lightspeed Retail, go to Reports > QuickBooks Settings & Options and set the "Extra" field under Sales Tax to "N/A" and then save the settings.

To export from Lightspeed Retail

  1. Open your Firefox browser.
  2. In Lightspeed Retail, go to Reports > Quickbooks Settings & Options.
  3. Select the data Lightspeed Retail exports to your accounting software by going to Lightspeed Retail settings for manual exports into Quickbooks (MAC or Windows).
  4. If you have a Quickbooks account, check that the accounts match. This prevents a new account being created in your Quickbooks when you import your file.
  5. At the top of the screen, click the grey Exports button.
  6. If this is your first time exporting, on the top right, click the green New Quickbooks Export button.
  7. From the Dates section in the Start Export On, End Import On, and Shop fields, select your date range and shop.
  8. Click the Generate All Export Data button.
  9. From the left hand menu, review the data included in each section.
  10. If data is included in the Errors section, contact support for assistance.
  11. From the Export section, select the Export Verified checkbox.
  12. Click Export Quickbooks Data and save the .iif file to your desktop or downloads folder.
  13. Import your .iif file into your Quickbooks for MAC or Windows.
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