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TristanRobin
July 26, 2019
Question

track changes made to account name

  • July 26, 2019
  • 14 replies
  • 66 views

WE recently noticed the name of an account was changed (abbreviated). We would like to know which user made this change so that we can ensure it does not happen again. Anyone know of an audit trail that will track this change? 

14 replies

ShallyMarR
ShallyMarR
July 26, 2019

Hello @TristanRobin,

 

Welcome and Thanks for joining the Community,

 

The Audit Trail in QuickBooks Desktop lists all added, deleted, and modified transactions. Let me guide you how to open this report.

 

Here's how:


1. Go to Reports at the top menu bar.
2. Select Accountant & Taxes.
3. Select Audit Trail.
4. Customize the dates in the report's page.
5. Click on Refresh to refresh the page.

 

I've added these screenshots for additional reference:

After following the steps provided, you should be able to see and check the audit trail.

 

In addition, audit trail you can find the following information:

  • Who made the changes.
  • When the changes were made.
  • What the changes are.

 

Should you have other QuickBooks concerns, please let me know. I'll be around to help. Have a good one.

tata21
January 4, 2021

Thank you for all the precious information.

I have one more question about narrowing the research.

Is there any way to filter the report by "Last modified by" in order to see all the transactions made by a single person?

Thank you.

 

SM

lin_jcaj
Level 9
January 5, 2021

Thanks for joining this conversation, tata21. I'm here to provide additional information on how the Audit trail works.

 

For now, the option to filter the report by "Last modified by" name is not yet available in QuickBooks Desktop. In QuickBooks, we value our customer's feedback and ensure to improve our customer's experience. I'll take note of this so our developers might add this feature for any future product updates.

 

In the meantime, I encourage you to visit our QuickBooks blog page to keep updated with the recent news and product release:

 

If you have any other additional questions concerning customizing reports, please add them below. I'll be happy to help.

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