QuickBooks Audit Trail lets you keep tabs on any changes made to your QuickBooks account. Transactions include deletions, edits, and additions. Using the Audit trail function, you can also trace the missing transaction. Access to deleted transactions comes in handy once you turn on this function.
Over time, QuickBooks company files may get enormous. The fact that so many closed and empty transactions are being saved in the file is the reason for this. You may get rid of the Audit Trail QuickBooks connected to the closed transactions using QuickBooks. Condensing your corporate file is one way to do this. Following that, the transactions are included in the summary journal entries. Your company’s accounting won’t alter due to these entries, but they do rid of the extra audit trail. All transactions will be deleted depending on your chosen date in the Condense Data wizard.
How to find the Audit Trail?
In QuickBooks Desktop
Launch QuickBooks Desktop.
Go to the Reports menu tab.
Then click on the Accountant and Taxes option.
At last, click on the Audit Trail option.
In QuickBooks Online
Launch QuickBooks Online.
On the right top side, locate the gear-shaped icon and click on it.
Select Audit Log from the drop-down menu.
How to delete the QuickBooks Audit Trail
Launch QuickBooks Desktop Program.
Click on the File tab located on the top bar.
Locate the Utility option from the drop-down menu and click on it.
Next, choose either the Condense data option or the Clean-up corporate data option. Based on the QuickBooks versions, you must choose from these choices. Clean-up data is available as condensed data in some versions.
Now choose the period from which you wish to clean your audit trail. Alternatively, you can select the option to remove all transactions.
Choose the option to erase the complete audit trail data. Leave all other boxes unchecked if you wish to delete the audit trail. If not, choose any more lists, accounts, suppliers, or workers you want to be deleted.
Press “OK” to start the cleaning process.
Problems with Using Audit Trail QuickBooks
Users occasionally cannot access and use the audit logs’ functionalities.
The record of some individual transactions is unavailable to users.
You can view the modifications made in the log by clicking the Gear icon and choosing the Audit Log entry from the Tools section.
What steps do I need to take to enable the QB Audit Trail feature?
You must follow the actions listed below to enable the QuickBooks Audit Trail feature:
First, click on the “Preferences” tab from the Edit menu.
A dialog box will appear on your screen.
You were then prompted to make the modifications you wanted to make via Accounting Preferences.
Use the icon bar in the left corner to choose “Accounting set of preferences.”
Go to the “Company Preferences” tab at this point.
Give QuickBooks a call to let them know you wish to use the “Audit Trail”.
To contact QuickBooks and use Audit Trail, check the “Audit Trail” checkbox and click “Ok.”
Once you’re done, QuickBooks retains a record of who changed your “Accounting file” and when.
To conclude, QuickBooks Audit Trail is a feature that may be helpful. However, other cases can result in unnecessary alterations to the accounting software’s functions. You can undo these modifications by deleting the details from the trail. Therefore, we have covered the steps to delete or remove them in this post.