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Oct 24, 2024 10:41 PM UTC
Question

How do I add track changes to a vendor's information?

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1 reply

Oct 25, 2024 12:03 AM UTC

Keeping an organized vendor's profile promotes well-managed records, @mstshockley. I'm here to guide you through adding and tracking vendor information in QuickBooks Online (QBO).

 

To add or edit vendors information, please follow these steps:

 

  1. Go to Expenses and select Vendors.
  2. Choose the vendor you want to add information to.
  3. Hit the Edit option on the upper right corner of your screen.

 

Moreover, to track changes to the vendor's profile. You can utilize the Audit log. This feature allows you to monitor editing, adding, or changes to vendor profiles within the program.

 

Here's how you can access and review the audit log:

 

  1. Sign in as an admin.
  2. Click on the Gear icon.
  3. Select the Audit Log option.
  4. Choose the User, Date Changed, and Events to focus on.

 

From there, you can view an entire history of who made the change and what changes they made.

 

To help you, if you encounter duplicate customer or vendor accounts in QuickBooks, you can merge them. This action combines all the data into the desired account while deactivating the duplicate.

 

This comprehensive guide will assist you in adding and monitoring vendor information in QBO. If you require further assistance, tag my name in the comments.