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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Yanti Pegler01
Level 1

When a customer changed their company name, the whole history of invoice also changed? we can't see when its change at a glance. Why is that?

ie. a company used to call 'Centre Swindon' now called 'Distributor Swindon' . all of a sudden the whole transaction lists changed to 'Distributor Swindon' so we can't see when it changed

1 REPLY 1
Jovelyn_M
QuickBooks Team

When a customer changed their company name, the whole history of invoice also changed? we can't see when its change at a glance. Why is that?

QuickBooks is designed this way to ensure that the updated company name is consistently reflected across all records, including the entire invoice history, Pegler. This ensures that all records remain aligned with the updated company name.

 

Also, to find details about changes made to a customer’s information, you can use the Audit log feature. This tool records all updates to a customer’s details, including the old name, the new name, who made the change, and the date and time it occurred.

 

Here’s how:

 

  1. Go to the Gear icon.
  2. Select Audit log.
  3. Filter the UserDate, or Events to show results.
  4. Find the transaction and click View.

 

 

If you need further assistance, feel free to post your question below.

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