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QuickBooks Team

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Hi Peter,

 

It's exciting to learn you're taking advantage of the custom fields feature. QuickBooks offers a variety of customizable features which help you streamline your business while you get ahead with your work. I'll be happy to share more information about this. 

 

The easiest way to see to the changes a user has made on your account is by using the Audit Trail Report. Here's how to find this report: 

  1. Select Reports from the top menu.
  2. Navigate to Report Center.
  3. Search for Audit Trail in the search bar.
  4. Hover over the report and choose Run

If you're looking to restrict users from making certain changes I recommend reviewing your users and making sure they've got the right access roles. I encourage you to learn more about user types on our site using this link here. If you'd like to know more about creating custom fields, check out this helpful resource: Create and use custom fields in QuickBooks Desktop.

 

Let me know if you have other questions by leaving a comment below. I'll be one message away. :)