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Level 1

How can I see who entered a transaction

I need to see which user enter a transaction into QB system

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Best answer 12-10-2018

Best Answers
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Level 3

How can I see who entered a transaction

That's a good question, controller.

You can pull up the Audit Trail report. This lists each accounting transaction and any additions, deletions, or modifications done to your company file.

Here’s how:

  1. Click on Reports at the top menu bar.
  2. Scroll down to Accounts and Taxes.
  3. Choose Audit Trail.

Let me know what you find. I’ll be right here if you need further assistance. 

View solution in original post

5 Comments
Highlighted
Level 3

How can I see who entered a transaction

That's a good question, controller.

You can pull up the Audit Trail report. This lists each accounting transaction and any additions, deletions, or modifications done to your company file.

Here’s how:

  1. Click on Reports at the top menu bar.
  2. Scroll down to Accounts and Taxes.
  3. Choose Audit Trail.

Let me know what you find. I’ll be right here if you need further assistance. 

View solution in original post

Highlighted
Level 1

How can I see who entered a transaction

I have searched the audit trail report for the date of the invoices that I am looking for to see who would have entered them.  I am not having any luck.  Any other suggestions on a quicker way to find?  I have the transaction numbers.

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QuickBooks Team

How can I see who entered a transaction

Checking who created a transaction can only be done in the Audit Trail report, jenwing.

 

You can add a filter to the report so you can easily see the information that you need. 

 

Here's how:

 

  1. Click the Customize button in the upper-left hand corner of the Audit Trail report.
  2. Proceed to the Filters tab and look for Transaction Type, then select Invoice in the drop-down list.
  3. Select the invoice date in the Date section.
  4. You can also use the Number filter since you have the transaction number.
  5. Type in the invoice number.
  6. Click Run Report.
  7. Go to the Last modified by column to check who created the transaction. 

Keep me posted or visit us again if you have follow-up questions. We're always here to guide you.

 

audit trail.PNG

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Level 1

How can I see who entered a transaction

When we will run the report any disadvantages of data loss or data original data modified ?

 

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Moderator

How can I see who entered a transaction

Your user can modify the transactions, Chris125.

 

Once a user has the permission to access the reports, then they can make any changes to it. However, you'll have the option to edit their role. Here's how:

 

  1. Click the Company menu at the top.
  2. Select Users, and then Set up Users and Roles.
  3. Go to the Role List tab, and then select their role.
  4. Click Edit.
  5. Deselect the Reports** button.
  6. Select None, and then OK.

You can also use these screenshots as your guide:

 

 

Additionally, running this report will not cause any data losses.

 

I've also added this article to know more about the different types and roles of users: Create and manage roles.

 

There you have it. If you have additional queries about the user roles in QuickBooks, please let me know. I'll be happy to help you.

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