Tip! Paladin integrates with QuickBooks to automatically transfer transfers the day’s general ledger activity summary to your QuickBooks general ledger each night. Learn more

This article includes the following procedures:

  • How to set up Paladin POS to export to QuickBooks
  • How to export from Paladin POS to QuickBooks

How to set up Paladin Point of Sale to export to QuickBooks

  1. Open QuickBooks.
  2. Click Lists, and then click Chart of Accounts.
    Note: If you do not have account numbers yet, on the Edit menu, click Preferences, click Accounting, click Company Preferences, and then select the following check boxes:

    • Use Account Numbers
    • Require Accounts
  3. Create these account numbers:
Account Number QuickBooks type
Income accounts 10000-10999 Bank account
Account receivables 11000-11999 Other asset account
Accounts payable 20000-20999 Other current liability account
Tax accounts 21000-21999 Other current liability account
Expense accounts 60000-60999 Other expenses

Note: To change an account number, select Chart of Accounts, and then click Edit Account.

  1. Open Paladin POS.
  2. On the File menu, click Setup.
  3. In the Paladin Configuration window, click the Accounting tab.
  4. Enter the accounts and account numbers from QuickBooks.
  5. Click Close, and then click Yes.

How to export data from Paladin Point of Sale to QuickBooks

  1. In Paladin POS, on the Maintain menu, click Data Viewer.
  2. In the Paladin POS Data Viewer window, click the GL Summary tab.
  3. Select the date range, and then click Get Data.
  4. Click the Export list arrow, and then select Tab Delimited or a QuickBooks Type, and click Export.
  5. In the Save As window, in the Save as type: list, select QuickBook Files, and then click Save
  6. Import the saved file into QuickBooks.

Note: For help, go to http://support.quickbooks.intuit.com/support/default.aspx.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/31/20