Skip to main content
April 26, 2023
Question

How to get my username to show up on audit history transactions?

  • April 26, 2023
  • 1 reply
  • 0 views
I work on a citrix server to access QBO, but sometimes I work on my workstation. On my workstation, transactions show up in my boss's username instead of mine. How do I fix this?

1 reply

April 26, 2023

Hey there lisa-savage-duke,

 

Welcome to the QuickBooks Community! Thanks for reaching out to us here. QuickBooks Online is a great tool able to help keep your books balanced. I would be happy to provide some information.

 

In order for transactions to appear in your name, the previous user would need to sign out once they're done. It's always good practice to sign out of the account to ensure a secure connection and an accurate audit trail. The user name for the transactions that are already in the account, cannot be changed. For further assistance, I recommend reaching out to the support team outside of the Community. They'll be able to verify your account details, as well as view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.