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H
HAM9
February 24, 2023
Question

Changes to Vendors and Customers

  • February 24, 2023
  • 3 replies
  • 41 views

Is there a way to track changes made by users to Customers including Project names, and Vendors and other fields in QBO from time to time? Can we get an audit log of changes to Customer Project names?

3 replies

R
RCVQuickBooks Team
QuickBooks Team
February 24, 2023

Let me share some information about the Audit log feature, HAM9.

 

In your chart of accounts, QuickBooks Online (QBO) records all of your financial transactions. However, the audit log also records all account activity, such as user sign-ins, changes to QuickBooks settings, changes to customers, vendors, employees, and payroll submissions. In QuickBooks' audit log, the following information is recorded:

 

  • The date of any bookkeeping changes
  • The user who made the change's name
  • The nature of the change or event
  • The name of any customer or vendor who is involved in the change
  • The date and amount of the original transaction

 

We can access the Audit History to see the changes made by users to Customers, including Project names, Vendors, and other fields in QBO from time to time. This serves as a record of all changes made to a particular transaction. The following information can be found in the Audit history:

 

  • Who made the modifications?
  • When the changes were implemented.
  • What the modifications are.

 

Here's how:

 

  1. Open the transaction you'd like to investigate.
  2. Tap More.
  3. Choose Audit history and this will open the Audit trail.
  4. For an expanded view, Click Show all, for a side-by-side comparison, press Compare.

 

To learn more about the Audit log feature, check out these articles: 

 

 

I hope that this response finds you with a smile. Keep me posted if you need a hand with running your financial reports or any QBO related. I'm always here to ensure your success. Take care always.

H
HAM9Author
March 12, 2023

@RCV I don't want changes at transaction level. I want to filter audit log report to show me changes to Vendor, Customer and Project names if any. Is this possible? If so show me how step by step.

Rubielyn_J
Rubielyn_J
Level 8
March 12, 2023

Let me imply the following ideas about filtering audit logs in QuickBooks, @HAM9.

 

Currently, there isn't a way to filter the report by vendor, customer, and project names. The audit log only displays data at the transaction level. It tracks all modifications made to your company data, including transactions, lists, and settings. It records details such as who made the change, what was changed, and when it was changed.

 

That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

 

Here's how:

 

  1. Go to the Gear located at the top.
  2. Under Profile, click Feedback.
  3. Enter your recommendation and select Submit.

 

You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

 

Additionally, you can look into these resources to help review transaction histories in QuickBooks: 

 

 

Feel at ease to input your remarks if you have further concerns with tracking changes made in your QBO account.

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