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solocaptan
Level 1

Change Active estimate

HI all,

 

I am trying to find a report that would show me which user did change the status from active to inactive estimates.

 

Is this possible? 

 

Thanks,

1 Comment 1
Tori B
QuickBooks Team

Change Active estimate

Hi there, @solocaptan.

 

Welcome back to the QuickBooks Community. How are you doing today? I hope all is well. 

 

You can use the Audit Trail Report to see which employee changed the status from active to inactive on estimates. 

 

Here's how to open the report: 

 

  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. Click on Estimates.
  6. Filter the dates as needed.

 

You'll notice at the top section under the column "Last modified by" it shows who modified the transaction. For more information about customizing reports, check out Customize Reports in QuickBooks Desktop

 

That should do the trick. Please don't hesitate to let me know if there is anything else I can assist you with. Have a good one! 


 

 

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