Pinterest

Audit Log in QuickBooks Online: Complete Guide

You can see every modification made to your company file and the person who did it using QuickBooks Online’s audit […]


Free Trial Dancing Numbers Online
Voiced by Amazon Polly

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.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

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.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


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.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top