Connect QuickBooks and Lightspeed Retail POS (X-Series)
Integrate QuickBooks with Lightspeed Retail POS (X-Series) to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Create Customer Group in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Create Product in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Create Register Sale in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Update Product in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Popular QuickBooks + Lightspeed Retail POS (X-Series) flows
Start from a real workflow other teams are already running.
Choose a trigger
QuickBooks
When this happens...
New Invoice
New Customer
New Bill
Choose an action
Lightspeed Retail POS (X-Series)
Automatically do this!
Create Customer
Create Customer Group
Create Product
Create Register Sale
Update Product
Update Customer
Search Customers
List Store Products
List Store Users
List Store Registers
List Taxes
List All Brands
List All Suppliers
List Variant Attributes
List Payment Methods
List Customer Groups
List All Outlets
Get Top 10 Best Selling Products
Create Customer in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowCreate Customer Group in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowCreate Product in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowCreate Register Sale in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowUpdate Product in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowUpdate Customer in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowSearch Customers in Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowList Store Products from Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowList Store Users from Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowList Store Registers from Lightspeed Retail POS (X-Series) when New Invoice in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Lightspeed Retail POS (X-Series).
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
Sale Updated
Runs when sale is updated
Product Changes
Runs when product changes
Customer Changes
Runs when customer changes
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
Get Customer Balance
Get a list of Customer Balance.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn more
About Lightspeed Retail POS (X-Series)
Lightspeed Retail POS (X-Series) is a cloud-based point-of-sale and retail management system designed to streamline in-store and online operations. It provides powerful tools for inventory control, sales processing, customer management, reporting, and multi-store management. With an intuitive interface and real-time analytics, Lightspeed Retail POS helps retailers run smarter, automate workflows, and manage their business from anywhere.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Lightspeed Retail POS (X-Series) accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between QuickBooks and Lightspeed Retail POS (X-Series) as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lightspeed Retail POS (X-Series). No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Lightspeed Retail POS (X-Series), and a separate workflow where Lightspeed Retail POS (X-Series) triggers actions in QuickBooks. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between QuickBooks and Lightspeed Retail POS (X-Series). Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Lightspeed Retail POS (X-Series) integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
