Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
D
DEBookkeeping
November 27, 2023
Question

Audit log in desktop pro

  • November 27, 2023
  • 2 replies
  • 37 views

I need to find the transactions that where done by a certain user for the year 2023.

 

How do I generate an audit trail report "ONLY" for on person on Desktop pro.

 

I know it can be done in QBO but I cant find the filter to just show the person of interest in Desktop Pro.

 

When I run it, it show all users and takes forever and is huge since it lists everyone.

 

2 replies

S
SheandLQuickBooks Team
QuickBooks Team
November 27, 2023

Hello there, @DEBookkeeping.

 

Let me help you generate an audit trail report for a specific person on QuickBooks Desktop Pro. These steps below allow you to customize and filter your audit trail on your QBDT Pro to show the person of interest in QBDT Pro. 

 

  1. Go to Reports, then Account and Taxes, and choose Audit Trail. 
  2. On the report screen, click Customize Report. 
  3. Go to the Filter tab, select the following, and hit OK: 
  • Date 
  • Name and choose the person you want to generate an audit trail. 
  • Account

      4 . Enter the Date Entered/Last Modified. 

      5 . On your report screen, click the refresh to update your the 

              Audit Trail.

 

You can now successfully view the person you want to trace by doing the steps mentioned. 

 

I'll leave this article if you want to customize any reports you want to generate in QBDT: Customize reports in QuickBooks Desktop.

 

If there's anything that you need any assistance with in running your audit trail, feel free to get back to us by leaving a comment below. I'd be glad to help you and resolve it right away. 

D
DEBookkeepingAuthor
November 27, 2023

When I select "Name" it shows my costumers and my vendors.

 

I want to see the work a specific team member did on specific dates. 

example: invoices entered, expenses posted, payments applied etc.

 

I want to see "last modified by" and just pick a person of interest not scroll down all the working team and try to find the specific person i'm looking for

 

 

    C
    CamelleTModerator
    Moderator
    November 28, 2023

    I understand you want to see the activity of a specific person on specific dates, @DEBookkeeping.

     

    In QuickBooks Desktop (QBDT), you can only customize the audit trail to include Entered/Last Modified, Last Modified by, Date, Name, and Account. It's not possible to track a specific user's transactions.

     

    I agree that including this on the audit trail report is a great idea, but unfortunately, it's currently unavailable. I recommend sending your comments to help us improve your experience. Here's how:

     

    1. At the upper right corner, click the Gear icon.
    2. Under the Profile, select Feedback.
    3. Enter your comments or product suggestions.
    4. Then, click Next to submit a feedback.

     

    Here's an article I'd like to share to help you personalize your emails to customers and vendors: Create custom email templates in QuickBooks Desktop.

     

    Drop a reply below if you have further questions about customizing your audit trail report. I'll be here to help. Take care!

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement