Hosted QuickBooks Tip of the Week: Accessing and Utilizing the QuickBooks Audit Trail

Ever mistakenly enter the date on a transaction and then have trouble finding it? Want to know what work a user did in the file on a certain date of over the course of a date range? This information is readily available in your QuickBooks file Audit trail.

The QuickBooks Audit Trail keeps a record of everything that happens within your QuickBooks file. It can be used as a training tool or a control tool.

To access the Audit Trail Report:

  • First, open your file in your current version
  • Select the Reports>Accountant and Taxes>Audit Trial
  • The report will default the activity for Today. You can customize the dates to fit your needs.

Note: The Audit Trail will only keep track of transactions and changes made to transactions, it does not keep track of changes made to lists

Please tune in to next week’s QuickBooks tip.