In Lightspeed Accounting, you can reload data, regenerate data, or load missing data to fix, update, or backfill your financial data.

• Reload data: If your Retail POS sales changed, you can re-pull and replace the existing sales data. This is useful for when sales numbers have changed, for example when a location needs to correct a sale, void a sale, or re-close after the original load.
• Regenerate accounting: Re-applies your accounting configuration to the existing sales data if your accounting configurations changed. This will only apply to entries where outputs changed, without re-pulling anything from Retail POS. This is useful for when you change your accounting setup and want past dates to align with the new configuration, or when you want to double-check whether old entries need updating.
• Load missing data: Pulls sales data for store-date combinations if your data didn't load fully. You can also securely run a broad date range using the bulk tool. Entries that already have data are skipped.

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 displaying as Connected under Settings > Stores > View Details.

Reloading Lightspeed Accounting data

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 may need to reload your data if:

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

To reload your data:

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

   

2. Set the date, then click Refresh.

   

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

   

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.

   

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.

   

2. Set the date, then click Refresh.

   

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.

   

Using the bulk POS load scheduler

The bulk POS load scheduler is restricted to Super User types. It allows users with access to find and fix data gaps in Retail POS data and re-run Retail POS loads in bulk across multiple stores and dates. Access the POS load scheduler from Settings > POS Load Scheduler.

The bulk POS Load Scheduler page has three tabs:

• New Job: Build and queue a new job.
• Active Jobs: Access jobs that are pending or in progress. Click Refresh to update the information.
• Completed Jobs: Access and review finished jobs.

Creating and configuring a new job

To create a new job, you need to search for the store-data combinations you want, and then configure and queue the job.

Searching the store-data combination

Start by searching for the store-data combination:

1. In the Search Stores panel, select the date range.
2. Click the Store dropdown and select the stores you want to include. You can also search store names to narrow the list.
3. Use the filter and select from:
   • Missing Sales: Store-date combinations without loaded sales data.
   • Reload: Store-date combinations that have data and can be re-pulled.
   • Posting status: Filter results by their posting status. This is useful for retrying failed or partial posts.
4. Click Search.
5. The Search Results table displays, listing every matching store-date combination with the sale date, posting status, and net sales. The header displays the total count (for example: 10 results, 0 selected)
6. (Optional) You can further narrow the list without re-running the search by using additional filters:
   • Filter by store name: Enter a store name to filter the visible rows.
   • Select statuses: Filter by one or more posting statuses.

If there are no matches, a message displays, informing you that there are no missing sales for the selected date range.

Configuring the job

After completing the store-data combination search, you can configure the job. Use the panel above the results:

• Job type: Select Load missing, Reload, or Regenerate accounting.
• Job name: Autofills from your selection. Or, you can edit the names.
• Data source: Select which data to use. Sales is typically selected by default. Depending on your enabled settings, additional sources may display, such as Inventory or Purchase Order.
• Notify on completion: Check this option to receive an email when the job is finished. The email address next to the checkbox will receive the notification.

After you've selected at least one row, the Queue button will change to green. Click Queue to add the job to the queue

Managing a running job

The Active Jobs tab displays all queued or in progress jobs, including:

• Job name: The tag and name for the job type.
• Stores and entries: How many stores and store-data rows are in the job.
• From/to: The date range.
• Started: When the job began running.
• Status: This will be in Pending status until it starts. The status will be Running when it starts.
• Progress: A progress tracking bar that fills as the job continues to run.

Use the Click refresh button to pull the latest updates on the job. The information doesn't automatically update, so you need to refresh this manually to access progress, status, or completion changes.

If you need to further filter a job for entry-by-entry status, click the row to expand the details. This provides per-store and per-date details, including which entries are finished, still running, or failed.

Each store in the job will have its own section. Within each section, one row per sales date includes:

• Sales date: The date the entry is for.
• POS: The integration that ran the entry.
• Started/Completed on: Timestamps for the entry. Blank dashes indicate the entry hasn't reached that stage yet.
• Status: Pending, Running, Completed, or Failed.
• Notes: Context for the entry. Options include no note for successful entries and an error message displayed for issues related to the entry.

This is useful for when a job is partially successful and you need to troubleshoot. For example, the top-level row might display Running while one specific store-date failed. Navigate to the failed row, and in the Notes column, the error message and type will be displayed which you can use to try troubleshooting. The other entries continue running, and one failure won't stop the job.

Cancelling unfinished jobs

You can check the boxes beside unfinished jobs that you want to stop, and click Cancel Selected. Entries that have completed already are kept and anything that was still pending or running for the job is cancelled.

Reviewing completed jobs

Navigate to the Completed Jobs tab to access past runs. You can use this to confirm whether a backfill worked, to copy a job's parameters as a reference, or to share the results.

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