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VMtCalvary
September 25, 2020
Question

How can I see newly created customer accounts?

  • September 25, 2020
  • 1 reply
  • 0 views

I am trying to find a newly created account that was set up in the last 3 months.  The name on the account was not set up properly so I cannot locate it by name.  So I am wondering if there is a way in QB Desktop v2013, to see customer accounts that were created recently, either via a sort function or a report.  

1 reply

J
JamesM
September 25, 2020

Hi there,

 

It's important you're able to check your account history to ensure accuracy. I'll be happy to give you a hand with this so you can get back to doing what you love. 

 

Based on what you've described, I recommend using the Audit Trail report. The audit log feature allows you to see history of changes made to individual transactions or a range of multiple transactions.  Tracked changes also include:  changes to the chart of accounts or products and services list; sending, deleting and modifying invoices or bills,  adding and matching payments and deposits, and when accounts were reconciled.

 

Here's how to access the report: 

  1. Go to “Reports”
  2. Select “Accountant and Taxes”
  3. Click “Audit Trail"

I hope this info helps. In case you have other questions, feel free to contact our support team using this link here.

 

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