Follow these steps to assign the account numbers/names in your accounting software to Paladin accounting categories so that they are included when you export general ledger data.
Note: If you are exporting to QuickBooks, use this article instead.

  1. On the File menu, click Setup.
  2. Click the Accounting tab.
  3. In the Paladin Configuration window, click the Accounting tab.
  4. For each accounting category that you want to associate,  such as Cash from Sales or Accounts Receivable, enter the corresponding account number or name from your accounting software.  For a detailed description of these categories, including how they map to the Comparative Revenue Report, see this KBA: Overview: Paladin General Ledger (GL) categories
  5. Click Save, close the Paladin Configuration window and restart Paladin.

    Note: If you use the GL Summary Tool (Maintain menu > Data Viewer > GL Summary tab)  to export Paladin accounting data, the account names/numbers will appear when you query for data and will be downloaded if you export the data.. 

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Printed on: 10/25/21