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gr151
Level 1

Audit trail report for budget transactions

Is there a way in QuickBooks Desktop, to run a report that will tell me if a budgeted number has been changed from what was originally input for that account number?  Something like an audit trail report, but for budgeted amounts?

4 Comments 4
BigRedConsulting
Community Champion

Audit trail report for budget transactions

No, there isn't.

DHeraV
Moderator

Audit trail report for budget transactions

Hello there, @gr151.

 

Yes, @BigRedConsulting is right. The report which provides an audit trail for budgeted amounts and tracks changes from the original input, is unavailable in QuickBooks Desktop (QBDT). I completely understand how convenient and helpful it would be to have the report. 

In the meantime, it's best to relay your feedback directly to our Product Developers. Your input is of great interest to them, and they highly encourage you to share your suggestions by providing feedback.

 

To send your input, here's how:

 

  1. Go to the Help menu and select Send Feedback Online.
  2. Click Product Suggestion.
  3. Choose a feedback type and product area on the QuickBooks Feedback window.
  4. Enter your suggestion or feedback, name, and email address (optional).
  5. Select Send Feedback Online.
     

Also, I'd recommend visiting our QuickBooks blog sites to keep you in the loop about the current news and product developments:

 

 

If you still have unanswered questions, please don't hesitate to ask them in the Community forum. We will make every effort to give you the information you require.

JNu1936
Level 1

Audit trail report for budget transactions

This is really disheartening that QuickBooks doesn't include budget as part of the audit reporting.  I entered month-by-month budget for 6 different classes before the start of our FY reporting.  I successfully reported for three separate months to our board using budget to actual reporting.  Unfortunately, when I went to do this month's financial reporting, all the budget figures are blank.  I had a lengthy text conversation with a QB tech rep who was unable to help me.  They suggested that I must have had a corrupt back-up file at the beginning of our fiscal year.  But then why have 3 months of successful reporting and then it disappears.  How incredibly disappointing.

ShangY
QuickBooks Team

Audit trail report for budget transactions

Hello, @JNu1936. I'm here to help you fix the issue you're encountering when running financial reports in QuickBooks Desktop (QBDT).
 

Since you encountered an issue when running this month's report, we'll work together to identify the cause, starting with your desktop version. Let's make sure your QuickBooks Desktop is updated to its latest release for compatibility, security and performance enhancements. After that, ensure that you set the correct  budgetary year before running a financial report.

If the budget numbers are still empty, let's head to the Utilities section and rebuild the company's data. This process resolves any corrupted data in a company file. 

Here are the steps:

 

  1. From the File menu, hover over Utilities and choose Rebuild Data.
  2. Click OK when the QuickBooks Information window appears.
  3. Follow the onscreen instructions. 
  4. Allow the tool to repair your company file. The process may take some time, but no worries; as long as you can move your mouse, the tool is working.
  5. Once the tool finishes, select OK.
  6. Return to the Utilities section from the File menu and select Verify Data.
  7. If no issue is found, select OK. But, if an issue is found, choose Rebuild now.

 

If the same happens, use the QuickBooks File Doctor to diagnose and fix network connectivity problems that may have prevented the reports. If the issue persists, you'll have to manually repair your company file by rebuilding your data. 
 

Additionally, you can schedule automatic or manual backups to ensure the safety of all your company files. For more information on this feature, refer to this article: Back up your QuickBooks Desktop company file. 

 

If you have further questions about running your financial report in QuickBooks Desktop, please feel free to ask. Our team is always here to help. Have a good one.

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