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TristanRobin
July 26, 2019
Question

track changes made to account name

  • July 26, 2019
  • 14 replies
  • 92 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

JessT
JessTModerator
Moderator
January 5, 2021

Glinette,

 

Thank you for your prompt reply.

I have to find out when, during  the past 2020, one of the users has made a particular change to an existing transaction. The trail history report is super long. What is the best way to find what am I looking for? What is your suggestion?

Thank you.

 

SM


Hi Sandra,

 

I see that it is more convenient to be able to narrow the search in the Audit trail report. However, this option is not available. What I can suggest is do your search per period, like per month or per week. Then, export the report to Excel, so you can easily remove the data that you don't need.

 

If you have other questions, you can always go back to this thread. Have a good day!

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