It is a great feature of QuickBooks accounting software. Sometimes you lose a transaction and you are very sure that it was there, but you are still unable to locate it. Everyone faces this issue at one time or another. If you ever face this issue remember the Audit Trail feature in QuickBooks. It will make this very easy for you. Read the article to know the details about the audit trail in QBD and learn the steps to turn on the QuickBooks audit trail feature, along with some other interesting features. If you get any issue related to it then contact us toll-free: +1-844-405-0904
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Why Do We Need QuickBooks Audit Trail?
- A major reason for using the QuickBooks desktop audit trail is that you get authority over transactions and entries made in the QB company file. This report provides you with an easy overview of old transactions or entries you may require if there are some inconsistencies in the bank account.
- This tool will assist your employees to use QuickBooks accurately. Training them to use the audit trail will eventually give them an idea of how to work properly on the QB and there will be no further problem
Steps To Turn On The QuickBooks Audit Trail Feature
1. Choose the Edit menu then Preferences command.
- Your QuickBooks will display the dialog box of Preferences.
2. To change an accounting preference the Indicate that you want to change it.
Select the accounting set of preferences by using the icon bar by the left corner of the preferences dialog box. ( it will be on the top of the list). After that, click on the Company Preference tab.
3. Call QuickBooks to Indicate that you want to use an audit trail.
You have to choose the Use Audit Trail check-box and then click on OK for calling QuickBooks for using Audit Trail. At this point, QuickBooks also keeps records of the users who make changes to your accounting file.
If You Want To Customize Report On Your Choice:
From the top of the left corner Click on the report. Now you will see modify Report in the Audit Trail window. While opening this window You will see 4 tabs: Display, Filters, Header/Footer, and Fonts & numbers. Here below, we are discussing the various options under these 4 tab headings:
When you click on the Display tab you can see several options under this tab. As the report date range, you can fescue the date ON the transaction. Eg. Such as Invoice date. Now, you can see the “days entered/last modified” filter, but this filter can confuse you a little bit if you are a new user. The idea of this is all about when a transaction was modified or entered, but there is no date found on the transaction. Now you will also see the columns options, here you can choose what columns are shown in the report, and also from the right of that you can select to show the deleted transactions.
You can use filters to make better your search for transactions. There are a multitude of filters you can select, such as name, amount, account, customer: job, vendor, etc. To use a filter you have to select the option you want to choose on the left-hand scrollbar then in the middle input the required information. When you select the options, the filter will be applied and you can see it in the Filter tab. If you want to remove a filter then you have to select it by left click on it and then choose the Remove selected Filter.
You can use this tab to edit and modify. With the help of this feature, you can choose what shows up in the header and footer of the report in question. It’s all a very understandable process so I don’t think that you need details about this tab. If you really need a discussion on it then you can contact us at our QuickBooks support number and we will provide you quality assistance.
Fonts & Numbers:
It is also an effortless set of selections. This tab is designed to modify the design of the report. But if you don’t want to modify the report then it will take on the default report settings found under Edit>Preferences>Reports & Graphs>Company Preferences> Format, but this will modify all reports individually.
I hope this will help you to understand Audit Trail. If you still want more discussion on this topic then you can call our QuickBooks support number and talk to our Intuit Certified QuickBooks ProAdvisors at +1-844-405-0904 toll-free.
Thanks for your valuable visit.