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dubeysai
Level 2

Need to know client added date/month in quickbook

Hello Everyone,

 

Is there a way to find out when we added client in quickbooks? I mean which month or date?

If yes please help me with the steps.

 

Thank you for your help.

1 Comment 1
Maybelle_S
QuickBooks Team

Need to know client added date/month in quickbook

Hello there, @dubeysai.

 

We can check the audit log to see the month and date when the clients are added in QuickBooks.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Tools, select Audit log.
  3. From there, you'll see the month and date when the clients are added.

I've also added these articles about managing clients in QBOA:

Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!

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