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October 16, 2021
Question

How to? on a quote i need to make an older edit of a quote current. i see it in the audit history but how to make it current?

  • October 16, 2021
  • 1 reply
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1 reply

October 16, 2021

Hello there, @dbspies.

 

I'd like to help you correct your transaction in QuickBooks Online.

 

Are you referring to change the date or other details you've made from the previous quote? If yes, you're correct that utilizing the Audit log feature can help you track the quote easily and make some changes to correct it. Here's how:

 

  1. Go to the Gear icon.
  2. Select Audit log under Tools.
  3. Make sure to customize the date. Under the Date changed, click the quote to open it.
  4. Review the details change the date and other details if necessary.
  5. Once done, click Save and close to reflect the changes.

 

I've gathered some articles that you can use as references for additional information when doing the task:

 

 

If you're referring to something else, please comment below. I'll ensure to assist you further and provide the information you need. Take care and stay safe, dbspies.