Way To Turn on QuickBooks Audit Trail Report - PowerPoint PPT Presentation

About This Presentation
Title:

Way To Turn on QuickBooks Audit Trail Report

Description:

QuickBooks Audit Trail may be a useful tool, it works as an excellent savior when it involves keeping a track of the lost transaction. The feature enables you to watch the changes made by other users within the QuickBooks file. Additionally, when multiple users work on an equivalent file, it gets overwhelmed and it's difficult to seek out the lost transactions. Let's look at how to turn on QuickBooks Audit Trail Report. – PowerPoint PPT presentation

Number of Views:34
Slides: 7
Provided by: accountinghub
Category: Other

less

Transcript and Presenter's Notes

Title: Way To Turn on QuickBooks Audit Trail Report


1
(No Transcript)
2
How to activate QuickBooks Audit Trail Report?
QuickBooks Audit Trail may be a useful gizmo, it
works as an excellent saviour when it involves
keeping a track of the lost transaction. The
feature enables you to watch the changes made by
other users within the QuickBooks file.
Additionally, when multiple users work on an
equivalent file, it gets overwhelmed and it's
difficult to seek out the lost transactions. In
this blog, we'll demonstrate the necessity of
QuickBooks Audit Trail, the way to enable this
feature and what are the steps to customize
reports in audit trail QuickBooks Desktop. Click
for more info- How To Turn on QuickBooks Audit
Trail Report
3
Why does one Need QuickBooks Audit Trail?
One of the main reasons to use QuickBooks Desktop
Audit Trail is that you simply get authority over
the transactions and entries wiped out the QB
company file. This report gives you a simple
overview of the old transactions or entries which
you'll need if some discrepancies occur during a
checking account. Using this tool will assist you
train your employees to use QuickBooks properly.
Training them to use audit trail will eventually
allow them to skills to figure on QB properly and
there'll be no issues further.
4
How to Enable QuickBooks Audit Trail Feature?
  • To turn on QuickBooks Desktop Audit Trail
    Feature, perform the below steps
  • Choose Edit Menu then select Preferences
    command.
  • You will have a panel saying Preferences
    displayed.
  • Now to vary Accounting preferences indicate the
    changes you would like to form
  • Use the icon bar on the left corner and choose
    the Accounting set of preferences
  • Click on Company Preferences tab.
  • Now call QuickBooks and make them aware you
    would like to use Audit
  • Check the Audit Trail check box, and click on
    OK for calling QB for using the Audit Trail
  • After this is often done, QuickBooks will keep a
    record of the users that make changes to the
    Accounting file.

5
Steps to Customize QuickBooks Audit Trail
Reports Display You will see multiple options
under Display option. The report date range, days
entered/ last modified filter. don't get confused
with days entered/ last modified option because,
within the date range, you've got to say the date
when the transaction was modified or entered. On
the proper side, you've got the choice to display
the deleted transactions. Filters You can use
Filters to amplify your look for transactions.
There are numerous filters to settle on from-
name, amount, account, customer job, vendor and
more. For applying the filter, scroll down and
choose the choice you would like then enter the
specified details at the centre input box. Click
for more info- How To Turn on QuickBooks Audit
Trail Report For removing a filter, you would
like to spotlight it by selecting the Remove
Selected Filter option.
6
Header/Footer This option allows you to change
the content of the header and footer report. t
may be a simple process to change/modify these
sections. you'll also ask the image below because
it indicates everything. Fonts and Numbers This
option allows you to vary the way of how the
report looks. If you are doing not want to switch
the report then choose the default report
settings found in the- Edit gtgt Preferencesgtgt
Reports and Graphsgtgt company preferencesgtgt Format.
Write a Comment
User Comments (0)
About PowerShow.com