How to Use Audit Trail in QuickBooks Desktop?

QuickBooks is a very convenient way of managing things like viewing the bills, editing the bills, invoices, and manage vendor accounts. You can do all these tasks by using the audit trail in QuickBooks Desktop. QuickBooks Audit Trail feature is specially designed so that multiple users can access the data file. A lot of times we face the problem of losing a transaction and we are unable to locate it.

Audit Trail QuickBooks is an effective tool that helps you to avoid such kind of mistakes. To turn on the features you just need to follow few simple steps and the entire process is very easy.

Steps to use QuickBooks Audit trail

There are a few advantages of using audit trail QuickBooks that have been listed below:

1. You will be able to control every transaction that has been recorded in the QuickBooks data file.
2. QuickBooks Audit trail helps in correcting the mistakes that may happen while recording the transactions. This feature can be used in case of rectifying transactions.

Steps to Turn on the Audit Trail feature in QuickBooks

1. The first step to start with is to the edit menu and then go to the preferred option. QuickBooks account will show up the dialog box of Preferences. From this, you can easily those.
2. The next step is to indicate that you wish to change the accounting preference for the company data file. To do this you just have to use the icon bar by the left edge of the preferences dialog box and then select the accounting set of preferences. The Accounting Preferences icon comes up at the very top of the list. After you do this you have to click on the Company Preference tab.
3. The last step is to indicate that you have to turn to the audit trail feature. To tell QB that you want to use an audit trail you have to select the Use Audit Trail checkbox and click OK. From this point, QuickBooks keeps a record of which users make changes to your accounting.

Steps to Access QuickBooks Desktop Audit Trail

Follow the steps written below to run QuickBooks audit trail report respectively:

• Open QuickBooks and select Reports.
• Select the Accountant and Taxes.
• At last, you need to choose Audit Trail.

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Steps to Modify QuickBooks Audit Trail Reports

If you wish to customize the QuickBooks Audit Trail report according to your choice then you need to go to the top of the left corner and click on the report. You will see modify Report in the Audit Trail window now. This window opens up to 4 tabs namely Display, Filters, Header/Footer and Fonts & numbers. These four tabs will offer you many features.

1. Header/Footer:

Under this tab, you can type and edit the content of the footer and header report. This is a modest procedure to change the sections.

2. Filters:

Filters are the most usually used tool to improve any kind of search. You can apply filters whenever you are going to search for a specific transaction. Multiple filters will be available for you such as customer, name, job, amount, vendor, etc. You can use all of these filters to find a specific transaction. After that, you can remove these filters at your convenience.

3. Display:

In this tab, you will get choices of customization of the QuickBooks audit trail report. For example, the Report Date Range is one of these choices. Another choice will be the last modified filter that shows when the user has changed the report. You are also free to select the columns that are displayed in the report.

4. Font & Numbers:

Under this tab, you can change the appearance of the report. If you are not interested to change the report, then follow the steps written below:

• Go the Edit and select Preferences.
• Now, choose Reports and Graphs > company preferences.
• After that, you need to select the Format.
• Select the ‘default report settings’.

To Sum Up:

QuickBooks Audit trail is an important feature that helps you in having a permanent record of QuickBooks data file. We have explained all the main points related to the QB Audit Trail in the above article. The procedure of customization of reports has also been discussed. If you are still in any confusion regarding the same or seeking for technical expert help, then we suggest you contact us at QuickBooks Desktop Support Phone Number +1-877-221-952O and Speak to QuickBooks Technical Experts Team.