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TristanRobin
Level 1

track changes made to account name

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? 

11 Comments
ShallyMarR
QuickBooks Team

track changes made to account name

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:

AUDIT TRAIL.JPG Reports audit trail.JPG

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.

TristanRobin
Level 1

track changes made to account name

Is there a way to narrow the audit trail to changes made to the account itself or to the chart of accounts? 

JanyRoseB
QuickBooks Team

track changes made to account name

Hello there, @TristanRobin.

 

Let me provide some additional information about the audit trail report in QuickBooks Desktop (QBDT). 

 

You can customize the Audit Trail report to track changes made to the specific accounts. Let me walk you through the steps:

 

  1. On the Audit Trail report, select Customize Report option,
  2. Click Filters.
  3. On the Search Filters tab, type-in and select Account.
  4. Select the Account drop-down arrow.
  5. Choose Multiple accounts...
  6. Look for the specific account, and mark as checked.
  7. Click OK

You may also check this article on how to customize reports in QuickBooks Desktop

 

For future reference, you can always visit these articles to learn more about how much money in and money out by looking at your Chart of Accounts: Understand QuickBooks Chart of Accounts

 

Please know that you're always welcome to post if you any other questions about QuickBook transactions or accounts. I'd be happy to answer them for you. 

tata21
Level 2

track changes made to account name

I found this article very interesting and instructive.

I have one question about narrowing the audit trail. 

Is there any way to filter the research based on the "Last modified by" name?

Thank you.

 

Best regards,

 

Sandra M.

tata21
Level 2

track changes made to account name

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

GlinetteC
Moderator

track changes made to account name

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.

tata21
Level 2

track changes made to account name

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

JessT
QuickBooks Team

track changes made to account name

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!

tata21
Level 2

track changes made to account name

Thank you.

 

SM

JulieK99
Level 1

track changes made to account name

I've recently cleaned up my Quickbooks "Other names" list and need to run the audit trail report and would LOVE to be able to exclude all the changes related to moving or updating names.  Is there a way to filter out or exclude changes to names?

Tori B
QuickBooks Team

track changes made to account name

Hey there, @JulieK99.

 

Thanks for following the thread. I hope you're enjoying this beautiful day so far. I'm happy to provide some insight into the audit trail report. 

 

Although having the ability to filter name changes out of the report would be a great addition to the report, it's not available at this time. I've submitted a feedback request to our product development team on your behalf, so this can be considered in a future update. 

 

You can follow all of our latest happenings and updates by using our Blog Site

 

In the meantime, feel free to check out Customize reports in QuickBooks Desktop to learn more about what can be customized. 

 

Please let me know if there is anything else that I can do for you. I'll be here every step of the way. You can reach out to the Community at any time. We're always around to lend a hand. Take care! 

 

 

 

 

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