You may even see several lines listed that look like the same transaction but with slight changes. You should now see several items listed on the page. Now go ahead and press OK and we’ll look at what we see on the report. This way you can identify the person assigned to the transaction along with the correct date you’re looking for. Typically, you would want to start with the Transaction Type filter and the Name filter along with the Date. Hit the Customize Report button up on the of the report page and then go to the Filters tab and add some filters to locate your transaction. To open the Audit Trail Report, open the Reports menu, select Accountant & Taxes, and finally, Audit Trail.įrom here you can customize the report like any other report you’re familiar with in QuickBooks. It even goes one step further and shows you any historical changes that have been made on transactions.
This report will show all transactions that have been entered in your company file, even those that have been deleted. The first place we would want to check is the Audit Trail Report. Chances are you did in fact enter it into QuickBooks, but did you enter it into the correct company file?įollow these simple steps to get back on track. You’ve gone around and asked your co-workers if they know what happened to it but no one seems to know. What Steps Must I Take to Locate Missing Transactions in QuickBooks Desktop? Have you ever been working in your company file only to find out that you cannot locate a transaction that you have previously entered? Here are some steps you can follow to check and see if you can locate those missing transactions. QuickBooks Inventory Tracking to Fishbowl.
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