How to Run an Audit Trail in QuickBooks

Before we use the audit trail feature within QuickBooks, it is important to understand what it really is.

An audit trail within the program is the capability to track user changes who have been given access to your company data files. This is one of the best ways to record any modification done by any user within your documents. If you have multiple users working on your company file within QuickBooks then you should always have an audit trail check box selected.

Benefits of using Audit trail in QuickBooks

If we want to get the work done as soon as possible then giving access to multiple users is definitely a good idea. And the best thing about running an audit trail in QuickBooks is that it helps record every single thing and change made by different users. Thus you will get to know who modified your doc. Having a record of any addition or deletion made will make the workflow easy.

Cons of using Audit trail in QuickBooks

Tracking users come with one big issue. It loads up your server with never-ending requests, comprising your load time and bringing speed issues. It is quite often seen that may see audit trail slowing down your entire software. This happens because many people get access to the company’s data all at the same time.

Steps to Run an Audit Trail in QuickBooks?

  • Login to your QuickBooks account and click on the Edit preferences tab.
  • This will open up the Preferences display window.
  • Change your preferences for your business-related files, as these are ultimately the files you want to give access to.
  • You will now be asked if you want to activate the audit trail. Click the checkbox and hit OK.
  • Congrats you have now activated the QuickBooks audit trail within your QuickBooks account.

If you are not concerned about speed then the QuickBooks audit trail is one of the best functionalities to track your QB users. It not only helps you lower your work pressure but also helps you delegate your work and manage your team in a much more efficient way.

Hope your query related to “How to run an audit trail in QuickBooks” is now resolved. If you need any further help then talk to our QuickBooks Experts now.

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