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Adjustment Postings screen

The Adjustment Postings screen allows the user to review inventory adjustments and post them to directly to a linked accounting software program (i.e., QuickBooks) and to export daily postings to an Excel file for use with linked or unlinked accounting programs.

Use 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.

4. Complete the desired procedure(s) with onscreen features.

   Date Range fields	Enter a starting and ending date to display only adjustments from the defined time frame in the list.
   Adjustment Type drop-down	Select an adjustment type from the drop-down to display only adjustments having that adjustment type in the list.
   Submit button	Click the Submit button to activate the selected list restrictions (Date Range and Adjustment Type).
   Preview button	Click an adjustment's Preview button to view a preview of the adjustment in a separate window.

   • Post Inventory Adjustments to the Accounting Software