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Intuit

How clients and accountants view the audit log

When a client company and an accounting firm work together, it is important to be able to differentiate which side, the client or the firm, made which changes in the audit log.

Scenario

  • Craig, the owner of Craig's Design and Landscaping Services, has invited two accounting firms to access their books.
  • Firm A was hired to clean up their books so that their tax accountant at Firm B can do their taxes.
  • Bob from Firm A has made a change to Craig's Design and Landscaping Services' books.

What does the client see?

  • Since Craig is a client of Firm A, he is provided with enough information within the Audit Log to know which firm has made a change.
  • Audit Log QuickBooks Online

What does Firm A see?

  • Since Bob is an employee at Firm A, other users within his firm are able to see that it was Bob who made the change.Audit Log user visibility in QuickBooks Online

What does Firm B see?

  • Since Firm B has been invited to also make changes within the client's books, they are able to identify that Firm A made this change.Audit Log client visibility in QuickBooks Online

Now you know how clients and accountants view the audit log.

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