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kodiakz
January 5, 2024
Question

enterprise remote users random data disappears

  • January 5, 2024
  • 2 replies
  • 0 views

Hello all.  We have been using enterprise multi user for several years without too many issues.  Over the last year, we have become aware of a perplexing happening wherein random entries (payments, Invoices) put in by remote users are simply gone some days later.  We only became aware of this when upset customers began contacting us wondering why we were sending them statements for payments they had already made or wondering why they had copies of invoices were not on our statement.  Stanger even, qb somehow retained the payments as credits on the customers' accounts.  Any attempt to change/delete those credits had undesired results and messed up the customer's balance!  

2 replies

E
Ethel_A12
January 6, 2024

Welcome to the Community, @kodiakz.

 

Let me help you run a report so you can see all the transactions in your QuickBooks Online account.

 

I suggest you run a Transaction List by Customer report. This way, you can see all their transactions created.

 

Here's how:

 

  1. From the left menu, go to Reports.
  2. Enter Transaction List by Customer in the search box.
  3. Choose the date range from the dropdown.

 

 

Also, if you are the admin of the account, you can use the Audit log in QuickBooks Online, where you can see all the changes made to your account. Follow the steps below.

 

  1. Go to Settings ⚙ and select Audit log.
  2. Select Filter.
  3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  4. Click Apply.

 

Here is an article for the detailed steps: Use the audit log in QuickBooks Online.

 

For future reference, you can read these articles about managing reports in QuickBooks Online:

 

 

Don't hesitate to click the Reply button below if you have questions about managing your bank transactions in QuickBooks online. I'm always here to help. Have a great day.

K
kodiakzAuthor
January 6, 2024

Thank you Ethel but we are using AB Ent desktop not online.  I could pull transactions but there would be 1000's for each customer.  Any Idea why data entered by remote user and seemingly accepted by qb would later disappear?

 

L
LeizylM
January 6, 2024

Thanks for getting back to us and providing clarification on the products you're using, kodiakz. Allow me to share additional information on how you can view all the transactions created in QuickBooks Desktop (QBDT). 

 

We can run an Audit Trail report. From there, you'll see who made the changes in your company file and what those changes are. You'll also know when it was specifically changed.

 

Here's how:

 

  1. Go to the Reports menu and choose Accountant and Taxes.
  2. Select Audit Trail.
  3. Select the Customize Report.
  4. Choose the specific data you want to see in the columns, under the Display Tab. 
  5. Select the date range of the report.
  6. Click Ok.

 

Ensure that you choose the appropriate filter to display the information you need. I've added screenshots for your reference. 

 

 

Furthermore, I'm providing these resources to assist you in organizing and producing reports that display the necessary information in QBDT:

 

 

Keep your posts coming if you have follow-up questions about viewing your audit trail report. I'll always be around, ready to help. Enjoy the rest of the day!

T
texasbird
November 13, 2024

Are the remote users connecting wirelessly?  We use Enterprise as well (going on 10 years) and found out a couple of years in that you CANNOT connect wirelessly without data corruptions errors being a huge problem.  I was working in the office on a wireless connection through our internal network and would periodically get booted out.... maybe a hiccup or burp in the connection?  Regardless of the cause, any time that happened, I would lose part of a transaction and my trial balance / balance sheet / income statement would be thrown out of balance (debits did NOT equal credits).  After some intense discussions, we determined that all connections have to be hard wired - that is - plugged into a stable internet connection.  Hope this helps.

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