How to Find And Erase An Audit Trail In QuickBooks Desktop and Online?

All you need to do is take a few easy steps on your account to erase an audit trail in QuickBooks. Don't worry.

The QuickBooks Audit trail feature enables you to get a detailed track of the information like by whom and when the modification was made.

When you have more than one person using the QuickBooks file at a specific time then, for this situation, you should enable the Audit Trail option by simply choosing the Audit Trail check box.

What is an Audit Trail in QuickBooks?

QuickBooks provides a convenient way to control various tasks such as reviewing bills, modifying invoices, and managing vendor accounts. These functions can be efficiently performed using the audit trail feature in QuickBooks Desktop. The software is specifically designed to allow multiple users to access the data file through the audit trail function. Often, we encounter difficulties in locating lost transactions, and we cannot find them.

The Audit Trail in QuickBooks is used to manage and track all the reports that are deleted, modified, or newly added transactions in your account. You can also track the lost transaction using the Audit trail feature in your QuickBooks desktop account. It becomes the life savior feature if you enable it in your account as it provides you with the previous transactions that are no more in your account.

Read This: How to Clean Up QuickBooks?

How to Find an Audit Trail in QuickBooks Desktop & Online?

Find An Audit Trail In QuickBooks Desktop

• In the QuickBooks Desktop
• Click on the Reports menu option
• Then select the option Accountant and Taxes
• Further, click on the Audit Trail.

Find An Audit Trail In QuickBooks Online

1. Open the QuickBooks Online
2. Click on the Gear-like icon that is on the top right side of the QuickBooks Online window
3. From the drop-down menu, click on the Audit Log option.

See This: How to Recover Deleted Transaction in QuickBooks?

How to Erase An Audit Trail In QuickBooks Desktop and Online?

Remove an Audit Trail in QuickBooks Desktop

The Audit Trail feature in QuickBooks assists in monitoring all transactions, modifications, and deletions within your file. However, this function is also responsible for the expansion of QuickBooks file size, leading to a slowdown in the overall performance of the software. To increase the file performance, you can clear Audit Trail in QuickBooks. Follow these steps:

• Launch the QuickBooks software.
• Click on the File command located in the upper left-hand corner of the window.
• A drop-down menu will appear. Choose the Utilities option from this menu.

• For QuickBooks 2021 or earlier versions, select Condense Data and you're done. For versions after 2021, select Clean up Company Data.

• You have the option to select specific date ranges to clear the audit trail or delete all transactions.

• When prompted, use your mouse to check all the boxes in the next two screens to clear the audit trails from all transactions and accounts.
• Finally, click on Begin Cleanup to complete the task.

Also Read This: How to Import Excel Journal Entries into QuickBooks?

Delete an Audit Trail in QuickBooks Online

The removal of the audit log in QuickBooks can be done with the use of the utility tab. The File menu has to be pressed. Then, head to the Utility option. Click on the button where it says condense Data. After that, go to the window of What Transaction or records do you want to erase and Pick an option. Now, head to the Next tab in the accounting program.

The process below can help you understand how to delete an audit log QuickBooks Online:

• Tap on “File” in “QuickBooks”.
• Select the “Utilities” button.
• Press “Condense Data”.

Note: If you are using a QuickBooks version above 2000, you need to pick the “Clean Up Company Data” option.

• On the window of “What Transaction Do You Want to Remove”, choose an option.
• You may also remove any transaction or select all the transactions to be cleared immediately.
• Push the “Next” tab.
• Pick the option for removing the details of the entire audit trail.
• If only one audit trail has to be cleared, then you must select only that one and unmark the rest.
• Hit on the “Don’t Create a Summary” button.
• Click on the “Begin Condense” option.

After selecting this option, the QuickBooks audit trail report file should be cleared.

Issues Faced While Using Audit Trails

• At times the users are not able to access and work with the functionality of audit logs.
• Users are unable to locate the history of some specific transactions.

You can see the changes in the log by clicking on the Gear icon and selecting the Audit Log option in the Tools section.

Final Word!

In conclusion, managing and erasing the audit trail in QuickBooks can help optimize file performance while maintaining control over transaction history. However, users must follow the correct procedures to find, modify, or delete the audit trail, ensuring compliance with data retention needs and maintaining system integrity for accurate financial reporting.

Infographic Of Solutions For Clear an Audit Trail in QuickBooks

Frequently Asked Questions