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H
HUONG NGUYEN1
June 19, 2023
Question

how to see all transactions that were entered / changed after a specific date and hit a past period

  • June 19, 2023
  • 1 reply
  • 0 views

I ran march Trial balance in May and in June and got difference results. the reason is due to March is not locked yet , I think. now I would like to see all transactions that were entered/ revised after May ( when I  first ran TB)  and hit March . is there a way to see those transactions? 

1 reply

R
Rasa-LilaM
June 19, 2023

Hello there, HUONG. 

 

The Audit Log report is a native tool that allows users to see transactions that were entered or updated. Let me assist you and walk you through the steps to open it.

 

Here's how:

 

  1. Go to the Gear icon at the top of your company to choose the Audit Log under Tools. 
  2. This action will open a page that shows the list of activities performed in your company.
  3. From there, choose the correct user and set the date range.
  4. Choose the appropriate type of activities from the Events drop-down. For example, All events. 

 

Next, look for the entries on the report. You can find more information about the tool in this article: Use the audit log in QuickBooks Online. It discusses in detail various user profiles shown on the log and other account activities.

 

To learn more on how to handle a specific accounting task, as well as create and review adjusting journal entries, feel free to browse these resources:

 

 

Keep me posted if you need assistance running the Audit Log report or have other QuickBooks-related concerns. I'd be delighted to help you. 

H
HUONG NGUYEN1Author
June 19, 2023

that is not what I am looking for. I want to run transactions that hit a specific count and entered after a specific dates.  for example. I want to run all transactions that were entered after May 1st and hit cash account in March ( March business) . check audit log will take forever. 

G
GeorgiaC
June 19, 2023

Hi HUONG NGUYEN1, to view transactions in a specific account, navigate to the Cog > Chart of accounts > Select run report in the action column drop-down. On the report period drop-down, select custom to enter a custom date range or choose from one of the available options. After this, select the small gear above the report > tick create date and last modified.

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