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.
Why Do You Need QuickBooks Audit Trail?
- One of the major reasons to use QuickBooks Desktop Audit Trail is that you get authority over the transactions and entries done in the QB company file. This report gives you an easy overview of the old transactions or entries which you may need if some discrepancies occur in a bank account.
- Using this tool will help you train your employees to use QuickBooks properly. Training them to use audit trail will eventually let them know how to work on QB properly and there will be no issues further.
How to Enable QuickBooks Audit Trail Feature?
To turn on QuickBooks Desktop Audit Trail Feature, perform the below steps:
- Choose ‘Edit Menu’ and then select ‘Preferences’ command.
- You will have a dialog box saying ‘Preferences’ displayed.
- Now to change ‘Accounting preferences’ indicate the changes you want to make
- Use the icon bar on the left corner and choose the ‘Accounting set of preferences’
- Click on ‘Company Preferences tab.’
- Now call ‘QuickBooks’ and make them aware you need to use ‘Audit ’
- Check the ‘Audit Trail check box,’ and Click OK for calling QB for using the Audit Trail
- After this is done, QuickBooks will keep a record of the users that make changes to the ‘Accounting file.’
Also Read: How to Fix QuickBooks Error Code H505?
Steps to Customize QuickBooks Audit Trail Reports
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.
Fonts and Numbers
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.
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