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Elaine C
Level 2

audit adjustments

hi there.  is there a special feature to denote JE are audit adjustments in nature?  In general JE, there are "memo" field and "entry no" field to describe the nature of the adjustments.  I am looking for QB features so that I can easily filter these audit adjustments for reporting purposes.  Thank you.

Solved
Best answer November 10, 2021

Accepted Solutions
ReymondO
Moderator

audit adjustments

Hi there, @Elaine C.

 

You can run a journal report to indicate if entries are audit adjustments in nature. All you have to do is to check the Memo column and review its description.

 

Here's how:

 

  1. Go to Reports and Accountant & Taxes.
  2. Select Journal, then check the Memo column. This will tell you the nature of adjustments for each entry. 

You can also filter the report and export it to excel to get the details that matter most to your business. 

 

Moreover, you can memorise reports in QuickBooks if you want the same settings of the customized report to be available for future use. 

 

If you have any other questions or concerns, feel free to reach out back in the QuickBooks Community page. I'll be more than happy to help. 

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1 REPLY 1
ReymondO
Moderator

audit adjustments

Hi there, @Elaine C.

 

You can run a journal report to indicate if entries are audit adjustments in nature. All you have to do is to check the Memo column and review its description.

 

Here's how:

 

  1. Go to Reports and Accountant & Taxes.
  2. Select Journal, then check the Memo column. This will tell you the nature of adjustments for each entry. 

You can also filter the report and export it to excel to get the details that matter most to your business. 

 

Moreover, you can memorise reports in QuickBooks if you want the same settings of the customized report to be available for future use. 

 

If you have any other questions or concerns, feel free to reach out back in the QuickBooks Community page. I'll be more than happy to help. 

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