1. Open Paladin Point of Sale.
  2. Click the Maintain menu, and then click Data Viewer.
  3. In the Paladin POS Data Viewer, click the GL Summary tab.
  4. In the Date Range boxes, click to select the beginning and ending dates in the calendars.
  5. Click Get Data.The data will appear in the Totals Balance pane.
  6. 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.
  7. Click Export.
  8. In the Save As window, in the File name box, enter a name for the file.
  9. 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.
    Example: GLSummary_06.01.15„to–11.05.15.txt

Note: When you rename the file, include the date range for quick reference.

  1. Open Excel, and then click to open a Blank Worksheet.
  2. 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
  3. In the All Files list, select Test Files.
  4. In the File name box, select the file name that you created, and then click Open. The Excel worksheet will appear.
  5. To move forward through each dialog box that appears, click Next.
  6. When the last dialog box appears, click Finish.
  7. To select all columns and rows, click the half diamond in the top left corner. The spreadsheet will turn gray.
  8. 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.
  9. Highlight the rows and columns that you want to print, click the Page Layout tab, click Print Area, and then click Set Print Area.
  10. In the Page Layout tab, click the arrow in the lower right corner.
  11. In the Page Setup window, click the Sheet tab.
  12. In the Print pane, click to select the Gridlines checkbox to put borders around all cells, and then click OK.
  13. Click the File menu, and then select Print.
  14. 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.

  1. 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