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A
arkvalleyinfo
December 11, 2018
Solved

How can I see who entered a transaction

  • December 11, 2018
  • 1 reply
  • 0 views

I need to see which user enter a transaction into QB system

Best answer by sarsar

That's a good question, controller.

You can pull up the Audit Trail report. This lists each accounting transaction and any additions, deletions, or modifications done to your company file.

Here’s how:

  1. Click on Reports at the top menu bar.
  2. Scroll down to Accounts and Taxes.
  3. Choose Audit Trail.

Let me know what you find. I’ll be right here if you need further assistance. 

1 reply

S
sarsarAnswer
December 11, 2018

That's a good question, controller.

You can pull up the Audit Trail report. This lists each accounting transaction and any additions, deletions, or modifications done to your company file.

Here’s how:

  1. Click on Reports at the top menu bar.
  2. Scroll down to Accounts and Taxes.
  3. Choose Audit Trail.

Let me know what you find. I’ll be right here if you need further assistance. 

    J
    jenwing
    November 21, 2019

    I have searched the audit trail report for the date of the invoices that I am looking for to see who would have entered them.  I am not having any luck.  Any other suggestions on a quicker way to find?  I have the transaction numbers.

    JenoP
    JenoP
    November 21, 2019

    Checking who created a transaction can only be done in the Audit Trail report, jenwing.

     

    You can add a filter to the report so you can easily see the information that you need. 

     

    Here's how:

     

    1. Click the Customize button in the upper-left hand corner of the Audit Trail report.
    2. Proceed to the Filters tab and look for Transaction Type, then select Invoice in the drop-down list.
    3. Select the invoice date in the Date section.
    4. You can also use the Number filter since you have the transaction number.
    5. Type in the invoice number.
    6. Click Run Report.
    7. Go to the Last modified by column to check who created the transaction. 

    Keep me posted or visit us again if you have follow-up questions. We're always here to guide you.

     

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