How to set up QuickBooks audit trail?

by John Trump Accountiing Software Expert

QuickBooks is a revolutionary software meant to redefine what you thought was bookkeeping. More than that it helps you manage the data for your firm in wonderful ways. These just simplify the work process and make things appear in an organized fashion.

Using things in a structured format saves a lot of time and energy. It is way useful at times of emergencies to find your firm’s data kept organized. This wonderful creation is by a US-based firm named as Intuit. It has so many features and versions to suit your specific need.

QuickBooks Audit Trail:

The QuickBooks audit trail is like any other physical record which keeps track of whatever little change has been done with the company’s data. It is a part of the audit log. The audit trail can track changes made by an individual or multiple people. This is way helpful in restoring the changes if required or tracking the timeline about the changes.

Let us explore more about QuickBooks Audit Trail Report: 

Using the audit trail QuickBooks:

Now that one knows about the audit trail’s basic know-how, let us get to more detail on it. Now one can have any version of the software like QuickBooks Desktop, QuickBooks Online, QuickBooks enterprise, etc. Also, there can be multiple users who are working on the same set of data. Their accessibility to this data and few alterations as per their requirements can lead to situations wherein one would want to see the timeline of the activity. In such cases, the audit trail is what can help them.

The audit trail feature has to be turned on to use it. It can be done by following certain steps. They are:

  1. You need to choose the gear icon located at the top.
  2. Select the audit log under the tools tab.
  3. Then you need to select the desired user, date, etc from the drop-down menu of the filter.
  4. Lastly, click on apply to get your settings to be functional.

This is how you can turn on this feature to view 150 entries at a time. Further, you would have to select ‘more’ to view another round of entries. A thing worth noticing is that you cant print the audit trail’s material. Another thing is that it may slow down the operation of QuickBooks a bit. Also, you will have to check the box specifying multi-user mode.

Benefits of QuickBooks Desktop Audit Trail

The benefits of these are:

  • You can track any little change that any of your colleagues would have made.
  • The alterations can be restored once you know them.

The whole point is that there are numerous features which make this software the best choice for handling the data for your firm. The small and medium-sized businesses can find it to be way useful. Also in case of any query or issue, you will always find the extra-supportive support team of QuickBooks to help you. You can anytime call the QuickBooks Support Helpline Number 1-877-263-2742 and they will help you navigate out of the roadblock.

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About John Trump Advanced   Accountiing Software Expert

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Joined APSense since, February 14th, 2019, From New York, United States.

Created on Jul 19th 2019 02:26. Viewed 212 times.


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