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Yes, you can view the entries and adjustments in the Audit Log report, JI.
QuickBooks Online keeps track of your activities in the Audit Log. You can see who made changes to your books and what entries or adjustments they did. I'll show you how.
- Go to Settings and then select Audit Log.
- Choose Filter.
- Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
- Click on Apply.
You can also run and customize the General Ledger report in QuickBooks Online. This helps you see all the entries and the balances of you account. Here's how:
- Go to the Reports menu.
- Type in General Ledger in the Find report by name field.
- Choose the General Ledger report.
- Click Customize at the top.
- Select Rows/Columns then Change Columns.
- Choose the Credit and Debit checkboxes to add the columns.
- Hit Filter then choose an account on the Distribution Account drop-down.
- Once done, click on Run Report.
You can check out this article to learn how to personalize the report: Customize a General Ledger Report.
As for your invoices, yes, you can also use the Audit Log feature. From there, you can track the changes made and who modifies the transactions.
To monitor any June adjustments, you can run the Exceptions to Closing Date report. This helps you see any changes made after you close your books.
- Select the Reports tab.
- In the search field, enter Exceptions to Closing Date.
- Then click it to open the report.
Once you're ready, you can now close your books. This prevents any accidental changes that could affect your financial reports. In case you forgot the closing date password, you can easily edit your books.
Feel free to comment down below if you have any other concerns or questions about closing your books. I'm always glad to help in any way I can.
