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Post Inventory Adjustments to the Accounting Software

Complete the following procedure to post one or more inventory adjustment entries to the QuickBooks application.

1. Navigate to the Adjustment Postings screen.

   1. If the screen will be used to post to linked accounting software (i.e., QuickBooks), complete the following procedure before continuing:

      Note: If the screen will be used to export to an Excel file (or the store's Accounting Package Type is set to "None"), skip this procedure and proceed directly to the next step.

      1. Close the Data Center Application and make sure all users are logged out of the accounting (i.e., QuickBooks) application.

      2. Log in to the accounting (i.e., QuickBooks) application with Administrator rights.

   2. Log In to the Data Center Application to display the Data Center Ribbon Menu.

   3. 

      Select Accounting > Adjustment Postings from the ribbon menu to display the Adjustment Postings screen.

   

2. Complete any combination of the following to determine which entries will display on the screen:
   • Enter the desired starting and ending dates in the Date Range fields.
   • Select an adjustment type from the Adjustment Type drop-down field.
   • Select a type (status) from the Type drop-down field.
3. Click the Submit button to display all entries matching the selection criteria.

4. Complete the following procedures as appropriate:

   Preview and Print an Adjustment Record

   Click the entry’s Preview button to display the entry preview window. If desired, click the Print button to display the Print window. Modify print options (e.g., select a different printer, adjust settings, etc.) as needed. Click the Print button to print the entry. Click the Close button to close the entry preview window.

5. Click the tab's Close button to close the screen.