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akrontrols llc
Level 1

QBO: Search Specific Invoice In Audit Log

I'm trying to view the history of an Invoice for changes that were made to it. I can use the audit log, but I will have to scroll a lot. Is there a quicker way to view it from the invoice?

 

Or

 

Can I search for a specific invoice in the Audit Log?

Solved
Best answer July 24, 2021

Best Answers
jamespaul
QuickBooks Team

QBO: Search Specific Invoice In Audit Log

Hello, akrontrols llc.

 

I'd be glad to share some details regarding the Audit log, and how you can look for the invoice's edit or change history. 

 

The Audit log report lists all of the transactions made by users. It will always list all of the transactions, so we're unable to search for a specific type (invoices, bills, estimates, etc.).

 

Though, you can drill it down by setting a specific date on when the invoice was created. Simply click the Filter button, then set the Date. Click Apply afterwards. 

 

Though instead of the Audit log, you'll want to check the invoice's Audit history since you just want to view the change history. Here's how to do it:

 

  1. Go to Sales, then select the Invoices tab. 
  2. Look for the specific invoice (the one that you think was changed), then open it.
  3. Click the More menu at the bottom.
  4. Select Audit history. 

 

audit1.PNG

 

From there, you can expand the sections to see the detailed view of the changes. 

 

audit2.PNG

 

Ready to take care of your invoice payments? This article can help you record them: Record invoice payments in QuickBooks Online.

 

Do you also use the Online Banking feature? If you need help categorizing your bank transactions, feel free to read this article: Categorize and match online bank transactions in QuickBooks Online.

 

I'm more than happy to lend a helping hand again if you have questions about your invoices or any other functions in QuickBooks. Just reply here, and I'll get back to you as soon as possible. 

View solution in original post

1 Comment 1
jamespaul
QuickBooks Team

QBO: Search Specific Invoice In Audit Log

Hello, akrontrols llc.

 

I'd be glad to share some details regarding the Audit log, and how you can look for the invoice's edit or change history. 

 

The Audit log report lists all of the transactions made by users. It will always list all of the transactions, so we're unable to search for a specific type (invoices, bills, estimates, etc.).

 

Though, you can drill it down by setting a specific date on when the invoice was created. Simply click the Filter button, then set the Date. Click Apply afterwards. 

 

Though instead of the Audit log, you'll want to check the invoice's Audit history since you just want to view the change history. Here's how to do it:

 

  1. Go to Sales, then select the Invoices tab. 
  2. Look for the specific invoice (the one that you think was changed), then open it.
  3. Click the More menu at the bottom.
  4. Select Audit history. 

 

audit1.PNG

 

From there, you can expand the sections to see the detailed view of the changes. 

 

audit2.PNG

 

Ready to take care of your invoice payments? This article can help you record them: Record invoice payments in QuickBooks Online.

 

Do you also use the Online Banking feature? If you need help categorizing your bank transactions, feel free to read this article: Categorize and match online bank transactions in QuickBooks Online.

 

I'm more than happy to lend a helping hand again if you have questions about your invoices or any other functions in QuickBooks. Just reply here, and I'll get back to you as soon as possible. 

View solution in original post

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