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Level 1

Audit Trail Report Quickbooks Enterprise Solutions

Can you generate an Audit Trail report for a specific transaction in Quickbooks Enterprise Solutions?

I am looking for the audit trail of an Accounts Payable invoice.  I do not know when it was entered/last modified (which is how the main Audit Trail report is generated).  I only have the invoice information (invoice date, amount of transaction etc.)

2 Comments
Moderator

Audit Trail Report Quickbooks Enterprise Solutions

Sending good vibes to you, CL8801.

 

Helping you run the Audit Trail report for a specific transaction in my priority. You can customize and filter the report to locate the specific invoice you're looking for.

 

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 Invoice and hit OK.
  6. Filter the dates.

You can go through these articles to help guide you in customizing a report in QuickBooks as well as searching related articles for your future task:

 

Customize reports in QuickBooks Desktop

Help articles

 

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

Community Champion

Audit Trail Report Quickbooks Enterprise Solutions

Yes, in most cases you can filter the report for one transaction by using a combination of date and Number (the document number)  filters.

 

Filter the report and set the date range to just the date of the Bill and then also filter by "Number" putting the bill's number in the filter.

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