QuickBooks Audit Trail is a great tool, it works as a great savior when it comes to keeping a track of the lost transaction. The feature enables you to monitor the changes made by other users in the QuickBooks Data file. Additionally, when multiple users work on the same file, it gets overwhelmed and it is difficult to find the lost transactions.
In this blog, we will demonstrate the need of QuickBooks Audit Trail, how to enable this feature and what are the steps to customize reports in audit trail QuickBooks Desktop.
To turn on QuickBooks Desktop Audit Trail Feature, perform the below steps:
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You will see multiple options under Display option. The report date range, days entered/ last modified filter. Do not get confused with days entered/ last modified option because, in the date range, you have to mention the date when the transaction was modified or entered. On the right side, you have the option to display the deleted transactions.
You can use Filters to amplify your search for transactions. There are numerous filters to choose from- name, amount, account, customer job, vendor and more. For applying the filter, scroll down and choose the option you want and then enter the required details at the middle input box.
For removing a filter, you need to highlight it by selecting the “Remove Selected Filter” option.
This option lets you change the content of the header and footer report. t is a simple process to change/modify these sections. You can also refer to the image below as it indicates everything.
This option allows you to change the way of how the report looks. If you do not want to modify the report then choose the ‘default report settings’ found in the- Edit >> Preferences>> Reports and Graphs>> company preferences>> Format.
Note: The duration in which QuickBooks removes the old, closed transactions, there will not be ‘audit trail’ available for those transactions.
In the below image, you can see that every line has Same Transaction but different timings. While going through the QuickBooks Audit Trail, just ensure that you are reading the correct transaction as it gets confusing especially when it’s loaded with entries.
That’s all for this article. QuickBooks Audit trail is a great feature that helps and escorts you through unexpected hard times. You should also know that using ‘Audit Trail’ may slow down QB speed, but still, it is an essential feature as you get a ‘permanent record’ of who is doing and what is happening. In case, your problem remains unfixed or in other cases. Then contact at our QuickBooks Support Phone Number. We will be glad to serve with all your QuickBooks errors.