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August 10, 2023
Question

Reclassified Mass Transactions

  • August 10, 2023
  • 1 reply
  • 2 views

Is there a report in Quickbooks Online that can be generated to find out the mass reclassified transactions that were previously done by someone else?

 

1 reply

QuickBooks Team
August 11, 2023

It's good to see you posting in the Community space, dmatwood.

 

I can see the importance of tracking all the happenings in your business. And I'm here to lend a hand.

 

The Audit Log report can help you determine the changes made to your transactions in QuickBooks Online (QBO) since generating a specific report to show the mass reclassified transactions isn't an option. 

 

To open the Audit log report, here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Audit log.
  3. Click Filter.
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results. You can select your Accountant users for the user field.
  5. Select Apply

 

From there, click on the View link under the History column to open the audit history.

 

To learn more about what the audit log can do and how to use it to keep an audit trail, see this article: Use the audit log in QuickBooks Online. It also includes a detailed explanation about other special users such as online banking and import administration and support representatives.

 

Lastly, here's an article in case you'd want to run reports to view a snapshot of your business: Run reports in QuickBooks Online.

 

Let me know if you have follow-up questions. I'm just around to help. Take care always.