Users claim Vendor changes are reverting. How to work backwards to troubleshoot/verify?

Thanks for reaching out to us. I understand that given your expertise as an IT admin and your limited knowledge of accounting or QuickBooks, troubleshooting this issue can be challenging, @I-Already-Had-A-Username. 

To address this issue, it's important to consider the timing of when the changes are being saved. If User A and User B are both making changes to the same vendor, the changes made last will overwrite the previous ones. Therefore, it's crucial to determine the timing of when each user saves their changes.

Additionally, reviewing the access levels and permissions of the users in QuickBooks is essential. By checking the users' access, you can identify who can modify vendor information and whether any restrictions need to be put in place to prevent conflicting changes.

Here's how: 

1. Go to the Company menu, then select Users.
2. Select Set Up Users and Roles.
3. Enter the admin password, then select OK.
4. Tick the Role List tab, then select View Permissions.
5. Choose the roles you want to review, then select Display.

Refer to this article for more information about creating and assigning roles to your users: Create and manage users and roles in QuickBooks Desktop Enterprise. This will also guide you on how to view all roles and their permissions by generating a Permission Access by Roles report.

Moreover, I'm attaching this resource that you can read for your future reference. This contains information on how to export and modify your reports in QBDT: Understand reports.

Also, I encouraged you to visit this article to resolve any unexpected results or errors while creating roles in QBDT: QuickBooks Desktop Users and Restrictions.

If there's anything else that I can help you with, please let me know in the comment section below. I'll be always around ready to help.

Hi Abigail,

You basically re-stated my concerns and thought process. I had hoped for a new idea or something I was failing to consider.

Are changes to vendor properties stored in any report? Does not seem like this is available in the audit log. Is there anything I can put into place to allow me to track vendor edits? 

I appreciate you for coming back to the thread and adding extra clarification about your concern about modifying vendor changes in QuickBooks Desktop. Let me provide additional details on how changing details works in the program and ensure you can track vendor edits.

To start with, yes, changes to vendor properties are stored in any report. You can run and customize the Vendor Contact List report.

1. Click the Reports menu at the top.
2. Choose Vendors and Payables.
3. Select Vendor Contact List.

After that, click the Customize Report button at the top and filter the necessary information to include in the report. However, please know that only updated information appears on the statement.

On the other hand, you can access QBWin.log within the program. This way, you're able to see all the changes including the actions that have been made in your QBDT. You can read this article on how to perform the process: Find QBWin.log or QuickBooks.log files.

In case you need steps on how you can hide account balances from unauthorized users, you can refer to this article: QuickBooks Desktop users and restrictions.

I'll be here if you need further assistance managing your users' permissions or reports in QuickBooks Desktop. It's my priority to ensure you'll get the help you need in performing QuickBooks-related tasks, I-Already-Had-A-Username. Keep safe and have a good one.