cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

I know there is a report that will allow me to see who created an invoice or estimate in QB but I can't seem to find it. Does anyone know which report will do this?

 
Solved
Best answer 09-05-2019

Accepted Solutions
Content Leader

Re: I know there is a report that will allow me to see who created an invoice or estimate in QB b...

Thanks for reaching out to the Community, @SharonV. I can show you how to see who created a transaction.

 

One option that you have is to view the Audit Log. This tool records all activity within a company, such as transaction creation. For information on this feature, including how to use it, I recommend the following article: Learn about the audit log.

 

A second option that you have is to view the Audit history of a transaction. Here's how to do so:

 

  1. Open up the transaction.
  2. Click More at the bottom.
  3. Select Audit history.

From here you can see a breakdown of the transaction's history, including creation and any changes that have been made.

 

I'm just a post away if you should have any questions about viewing the Audit Log or Audit history. Have a great day.

1 Comment
Content Leader

Re: I know there is a report that will allow me to see who created an invoice or estimate in QB b...

Thanks for reaching out to the Community, @SharonV. I can show you how to see who created a transaction.

 

One option that you have is to view the Audit Log. This tool records all activity within a company, such as transaction creation. For information on this feature, including how to use it, I recommend the following article: Learn about the audit log.

 

A second option that you have is to view the Audit history of a transaction. Here's how to do so:

 

  1. Open up the transaction.
  2. Click More at the bottom.
  3. Select Audit history.

From here you can see a breakdown of the transaction's history, including creation and any changes that have been made.

 

I'm just a post away if you should have any questions about viewing the Audit Log or Audit history. Have a great day.

Need to get in touch?

Contact us