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April 7, 2021
Question

Remove Audit Trail

  • April 7, 2021
  • 25 replies
  • 204 views

Is there a way to remove the audit trail up to a specified date?  The default is to remove the entire audit trail but I would like to keep the audit trail for the past year.

25 replies

BigRedConsulting
Level 15
April 7, 2021

No, there isn't.

Level 8
April 7, 2021

Good afternoon, @Bbrick9999

 

It's great to see you back in the Community. Allow me to provide you with some insight into your question about the Audit Trail in QuickBooks Desktop (QBDT). 

 

All you need to do is a few easy steps in your account to erase an Audit Trail. Don't worry. I'll walk you through the steps. Here's how: 

 

  1. Go to the File menu. 
  2. Hover over Utilities and then pick Condense Data

 

 

       3. From the "Condense your company file" window, press the open circle next to Remove the transactions you select from your company file Choose the transactions you want to remove

       4. Hit Next

 

 

       5. Tap the circle next to Transactions outside of a date range (to prepare a period copy of company file)

       6. Select a date range. 

       7. Click Next

 

 

       8. Choose this option on the next window: Create on summary journal entry (recommended) Replaces all transactions before {Date range selected} with a single journal entry

       9. Press Next

 

 

      10. Follow the rest of the windows that pop up and select the information best for your business. 

      11. Tap Begin Condense

 

 

That's all there is to it. In addition, here's a guide that can be helpful to you and your business: Understand reports

 

This should do the trick. Let me know if you have any other questions or concerns. I'll always be around to help. Wishing you and your business continued success! 

April 9, 2021

Candice,

Is there a way to remove the audit trail prior to a certain date?  I only want to remove the audit trail from 2020 and prior, not 2021.

 

Barry

Level 8
April 9, 2021

Hey there, @Bbrick9999

 

Thanks for reaching back out to me. I've got you covered. 

 

I can see how beneficial removing part of your Audit Trail would be for your business. However, the steps above (condense the data) are the only way to eliminate this information from your account. 

 

If this didn't work, then I recommend using a third-party tool that will help you out. I'll send feedback to our Product Developers so that they can consider this in one of the upcoming releases. They take the time to review every request and try to collaborate them into the next available update. 

 

In the meantime, you can review our QuickBooks Blog to keep up with what's new in the product. 

 

This information should give you an answer. Should you need any further assistance, don't hesitate to ask. The Community and I are always here to have your back. Have a great weekend ahead! 

Fiat Lux - ASIA
Level 14
April 7, 2021

@Bbrick9999 

You may need a 3rd party service to do so.