You can see every modification made to your company file and the person who did it using QuickBooks Online’s audit log. By default, each page of the audit log only displays the 150 most recent additions or modifications to your company’s data. If available, click the Next link in the lower-right corner of the audit log to examine previous entries on the next pages.
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In this article, we will delve into the various functionalities that you can achieve with an Audit log in QuickBooks Online.
What is the Audit Log?
All of your financial transactions are recorded in your chart of accounts in QuickBooks Online.
However, It also keeps track of all account activity, including user logins, adjustments to QuickBooks settings, and modifications to suppliers, customers, employees, and payroll filings. In the audit log, QuickBooks notes the following:
- The time that you last updated your books
- The user name who made the adjustment
- The kind of alteration or incident
- Any client or supplier identified in connection with the change
- Any initial transaction’s time and value
The events that get recorded in the audit log are available for a period of two years.
The Audit Log in QuickBooks Online: Instructions
Instructions for Using QuickBooks Online’s Audit Log are mentioned below-
- Click on the “Settings” option in the QuickBooks Online toolbar to open the audit log in QuickBooks Online.
- Then, in the menu that opens, click on the “Audit log” item that is under the “Tools” header.
- Other than you can click on the link that is labeled as “Reports” in the Navigation Bar.
- To see the standard reports, if necessary, click on the “Standard” option to the right.
- Click on the “Audit Log” title under the “Business overview” report section on that tab.
- At QuickBooks Online, Select “Filter” from the drop-down menu in the top-left to filter the audit log in QuickBooks Online.
- By choosing the desired filtering criterion in each of the three sections that display, you can filter by user, date, or events in the drop-down menu that appears.
- After choosing your filtering criteria, click on the “Apply” option in this drop-down menu to apply the filter.
- Click on the “X” button that appears to the right of a filter’s name in the list of filters to the right of the “Filter” drop-down to remove a specific filter after applying it.
- After that, you have to click on the “Clear filter / View all” option that is at the right of the “Filter” drop-down box to clear all applied filters.
- In QuickBooks Online, Click the “Settings” button in the top-right corner of the list of events to see a drop-down menu and adjust the columns and rows in the audit log in QuickBooks Online.
- Check or uncheck the checkboxes next to the “Columns” header in the drop-down menu to show or hide columns.
- The drop-down menu can display more or fewer columns by clicking the “Show More” or “Show Less” option, respectively.
- Choose an option from the “Rows” drop-down within this drop-down menu to choose the number of rows to display per page in the audit log.
- To print the audit log in QuickBooks Online, Then you have to click on the “Print list” button in the top-right corner of the list of events in QuickBooks Online to open a new page or tab with a printer-friendly view of the audit log.
- The “Print” dialogue box of your web browser also appears, enabling you to quickly print the audit log. After printing it, you can close this new web page or tab.
- To view the changes to an event in the audit log in QuickBooks Online, Now you have to click on the “View” link in the event’s “History” column in QuickBooks Online to see the modifications made to an event.
- This frequently opens an “Audit History” page for transactions.
- Each line has an arrow on the left side that can be clicked to display changes by expanding or contracting the line.
- But not every incident displays an audit history. Some events merely display the specific modifications performed to a smaller “Audit Log” list.
- After that, you have to click your browser’s “Back” button to go back to the main “Audit Log” page after clicking the “View” link to view the event’s specifics on either type of page.
How to Open the Audit Log in QuickBooks Online?
To open the audit log in QuickBooks Online, you have to follow the steps highlighted below:
Step 1: Click the Settings button located in the toolbar for QuickBooks Online.
Step 2: Then choose Audit log from the list of links under Tools in the new menu.
Step 3: As an alternative, Select the Reports option from the Navigation Bar.
Step 4: If necessary, Select the Standard option on the right to see the default reports.
Step 5: Select Audit Log from the list of report titles under Business overview on that tab.
How to Thoroughly Check for the Audit Log in QuickBooks Online?
To filter the audit log in QuickBooks Online, you have to abide by the following steps:
Step 1: In the top-left corner, Select Filter from the drop-down menu.
Step 2: The drop-down box that displays allows you to filter by user, date, or events by choosing the appropriate option from each of those three categories.
Step 3: Click the “Apply” button in this drop-down menu once the desired filtering parameters have been entered.
Step 4: After applying a filter, you may remove it from the list of filters to the right of the Filter drop-down by clicking the X button that appears to the right of the filter’s name.
Step 5: Alternately, Select Clear filter / View all from the menu options to the right of the Filter drop-down to remove all currently applied filters.
How to Modify the Rows and Columns in the Audit Log in QuickBooks Online?
To alter the columns and rows in the audit log in QuickBooks Online, You have to stick to the following steps:
Step 1: To display a drop-down menu, Click the Settings button in the top-right corner of the event list.
Step 2: Then, To display or hide those columns, Select Show/Hide from the drop-down menu’s checkboxes under the Columns header.
Step 3: If you want to see more or fewer columns in this drop-down menu, Click the Show More or Show Less option below.
Step 4: Choose an option from the Rows drop-down inside this drop-down menu to specify how many rows the audit log will display on each page.
What are the Users Created by QuickBooks?
To track certain actions in the audit log, QuickBooks automatically establishes individual user profiles. It’s most likely one of these if you encounter a user you don’t recognize:
Online Banking Administration: Displays a modification that QuickBooks Online has made to one of your associated bank accounts.
Support Staff Member: Displays modifications performed by a QuickBooks Online support specialist.
System Administration: Displays alterations that QuickBooks Online performed on its own. It involves various reasons why this happens, including:
- When you alter one record, another record is also impacted. A System Administration event for a modification to the initial invoice could appear, for instance, if you update a payment and connect it to a different invoice.
- A third-party app is linked to QuickBooks. A System Administration event is triggered whenever the third-party program provides data to QuickBooks or modifies data that is already there.
- A recurrent transaction is something you produce, like a regular cost. A System Administration event shows in the audit log when QuickBooks adds a transaction instance to your books automatically.
- Even if you’re not logged in, you may schedule other things to happen automatically. For instance, when your bank feeds are updated, a System Administration event can show up.
The article offers a detailed insight into Audit Log in QuickBooks Online. You get to know about opening, filtering and changing columns and rows in the audit log. Furthermore, you learn about the users created by QuickBooks.
However, If you are unable to understand the concept, then you should get in touch with Dancing Numbers team via LIVE CHAT. You will get a detailed explanation from the staff.
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Frequently Asked Questions (Faqs)
How to View Changes to an Event in Audit Login in QuickBooks Online?
Step 1: You should click on the View tab available in the event’s History column.
Step 2: The Audit History page for transactions is frequently opened by this.
Step 3: You may click the arrow to the left of each line to display or hide changes by collapsing or expanding it. A history of audits is not visible for all occurrences, though.
Step 4: To return to the primary Audit Log page after choosing the “View” link, you should choose your browser’s Back button on either kind of page.
How to Print Audit Log in QuickBooks Online?
Step 1: For a printer-friendly view of the audit log, open a new page or tab by clicking the “Print list” button in the top-right corner of the list of events.
Step 2: You may quickly print the audit log using the “Print” dialogue box that opens in your web browser.
Step 3: When you are finished printing it, you may dismiss this new tab or web page.
What is an Indirect Edit?
The term indirect edit might draw your attention. When a transaction is altered after it has already been recorded in your QuickBooks account, like when a completed reconciliation is altered, for example, QuickBooks records indirect alterations.