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November 6, 2021
Question

I have a new bookkeeper, and I'd like to review the transactions that have been processed to ensure accuracy. What's the process in pulling a report showing this detail?

  • November 6, 2021
  • 1 reply
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This is a QC process I'm seeking.

1 reply

November 6, 2021

I'll make sure you're able to pull up a report showing all the details you need in QuickBooks Online (QBO), @bobwilson.

 

When you have a new bookkeeper, you can review the transactions they've processed by pulling up the Audit Log report. It'll show everything that has happened in your company file, so you always know who's been in QuickBooks and what they've done. To do this, here's how:

 

  1. Go to the Reports menu.
  2. Type in Audit in the search box and select Audit Log.
  3. Use the fields on the page to choose the appropriate UserDate changed, or Events filter to narrow the results. 

 

Also, financial reports give you snapshots of different areas of your business. Most of them are available for all QBO users. However, some are only available for certain subscription levels. For the complete list of reports for your version of QBO, please refer to this article: Reports included in your QuickBooks Online subscription.

 

In keeping with this, I'd recommend customizing your reports to focus on the details that matter to you the most. Then, memorize them to save their current customization settings for future use.

 

Let me know in the comments if you have other reporting concerns and questions about ensuring the accuracy of your QBO company data. I'm always around to help. Take care, and I wish you continued success, @bobwilson.