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D
Downsview
May 10, 2021
Question

Are there safeguards to ensure employee honesty when using QB to enter payments, generate receipts (so they don't delete/alter them after) etc. Also to track activity?

  • May 10, 2021
  • 1 reply
  • 0 views
[New to QB & not an accountant.] I have a QB subscription where I can have 2 employees generate invoices, accept payments & issue receipts etc. Was just wondering what built-in mechanisms that QB may have to limit their ability to manipulate entries, which would facilitate theft. How do I control & monitor what employees can do?

1 reply

M
MirriamM
May 10, 2021

Hi there, @Downsview.

 

In QuickBooks Online (QBO), we have the Audit Log feature that you can use to keep track of your account's activities. From there, you're able to see who created and made some changes to your company data.

 

To check, here's how:

  1. Go to the Gear icon.
  2. Select Audit Log.
  3. Click the Filter button.
  4. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  5. Select Apply.

You can learn more about this through this article's Get help with the audit log section: Use the audit log in QuickBooks Online.

 

If you have other concerns about managing your transactions in QBO, let me know by commenting below. I'm just around to help. Have a great day.

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