- Open Paladin Point of Sale.
- Click the Maintain menu, and then click Data Viewer.
- In the Paladin POS Data Viewer, click the GL Summary tab.
- In the Date Range boxes, click to select the beginning and ending dates in the calendars.
- Click Get Data.The data will appear in the Totals Balance pane.
- In the Export list, select a format for exporting the data.
- Tab Delimited: This format works best for exporting and re-importing data.
- Quickbooks: Select from a few versions of Quickbooks.
- Click Export.
- In the Save As window, in the File name box, enter a name for the file.
- In the Save as Type: list, select Text (.txt) Files, browse to the Desktop, and then click Save to save the file on the desktop.
Note: When you rename the file, include the date range for quick reference.
- Open Excel, and then click to open a Blank Worksheet.
- On the File menu, click Open, click Computer, click Desktop, and then double-click to open the folder that includes the .txt file that you saved
- In the All Files list, select Test Files.
- In the File name box, select the file name that you created, and then click Open. The Excel worksheet will appear.
- To move forward through each dialog box that appears, click Next.
- When the last dialog box appears, click Finish.
- To select all columns and rows, click the half diamond in the top left corner. The spreadsheet will turn gray.
- Click between column A and column B. When the vertical line crossed by a double-arrowed line appears, click it. The column widths will adjust to fit the data.
- Highlight the rows and columns that you want to print, click the Page Layout tab, click Print Area, and then click Set Print Area.
- In the Page Layout tab, click the arrow in the lower right corner.
- In the Page Setup window, click the Sheet tab.
- In the Print pane, click to select the Gridlines checkbox to put borders around all cells, and then click OK.
- Click the File menu, and then select Print.
- In the Print window, in the Settings pane, click Print Active Sheets, and then click Print.
Note: Step 23 is about how to print in Excel 2013. The printing procedure may be different, depending on the Excel version that you use.
- Save the file for quick reference.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 7/19/18