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caomit
Level 1

Audit Trail report does not show Credit applied to an Invoice

Hello,

 

We applied a Credit to an Open invoice. But when I run the Audit Trail report, it does not show any details about this transaction. Appreciate your inputs.

 

Thanks in advance.

3 Comments 3
AlcaeusF
Moderator

Audit Trail report does not show Credit applied to an Invoice

Hello @caomit,

 

Thank you for dropping by here in the Community. I'm here to help you show the credit applied to an invoice in the Audit Trail report.

 

The data that reflects in the report will depend on the date range and customization. I recommend checking the filters to ensure the necessary transactions are available.

 

It may be possible that the report is filtered to show only specific transactions. Here's how:

 

  1. Click Reports at the top menu bar and choose Account & Taxes.
  2. Select Audit Trail.
  3. On the report screen, click Customize Report.
  4. Go to the Filter tab and search for Transaction type.
  5. Choose Multiple Transaction Types or Credit Memo
  6. Hit OK.

 

Additionally, I've attached a link you can visit to learn more about personalizing reports, like adding columns in QuickBooks: Customize reports in QuickBooks Desktop.

 

If there's anything else you need related to running reports, please let me know. I'd be more than willing to lend you a hand.


     
caomit
Level 1

Audit Trail report does not show Credit applied to an Invoice

Hello AlaceusF,

 

Thanks for your input. Much appreciated.

 

In fact, I tried that before reaching out to the community. But I did not receive the expected results. I performed only one action yesterday in Quickbooks - Applied a Credit Memo to an invoice, and that is what I was hoping to see in the Audit Trail.

I can understand what you are suggesting. But it will produce the audit trail report of when the Credit Memos were created in Quickbooks. What I am looking for is when they were applied to one or more Invoices. Hope my request makes sense.

 

Thanks

LeizylM
QuickBooks Team

Audit Trail report does not show Credit applied to an Invoice

Thanks for coming back to the Community, caomit.

 

I appreciate all your efforts in trying customized the report and sharing with us the result. I'm here to share some information about running reports in QuickBooks Desktop (QBDT).

 

A report that will show the an applied credit  to an invoice is currently unavailable in QuickBooks Desktop. I can see how this report would be helpful for both you and your business and I encourage you to submit feedback. 

 

These requests and suggestions are forwarded directly to our Product Development Team for consideration in future updates.

 

Here's how:

 

  1. Go to Help at the top menu bar.
  2. Choose Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter your product request/product suggestion.
  5. Click Send Feedback tab.

 

To know more about running reports in QuickBooks Desktop (QBDT), check this article:

 

 

Post again here if you need more help in running reports. I'll assist you!

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