Monitoring your transaction history in QuickBooks is an important step in ensuring the accuracy of your financial records.
In this blog post, you will learn:
- How to check transaction history in QuickBooks Desktop.
- Benefits of QuickBooks’ audit log.
- How to view the Transaction Journal.
Let’s walk you through the steps of finding and viewing your QuickBooks transaction history so that you can keep track of all your financial transactions.
How do I view a deleted QuickBooks transaction history
To view your deleted transaction history, navigate to the “Reports” tab and select “Audit Trail”.
Select the date range from the drop-down menu to find the deleted transaction history.
If you want to view the details of a particular transaction, just click it.
You can also use the “Find” and “Sort” features available in QuickBooks Desktop to refine your search results and find what you are looking for faster.
How to check transaction history in QuickBooks Desktop with the audit log
Using the audit log, you can view your detailed transaction history.
This is an easy way to see:
- Where charges originated from.
- What user made changes.
- When these transactions took place.
Where can I find it?
Here’s how to access the audit log in QuickBooks Desktop:
- Log into QuickBooks Desktop and choose Reports on the left-hand menu.
- Select Audit Trail under the Company & Financial section.
- From here, you can customize your report by selecting specific dates or transaction types to view in more detail.
- When finished customizing, click Run Report and review the results of your query.
The audit log will provide information about who created, modified, or deleted the transaction and when it occurred.
Audit log benefits
The audit log provides an extra layer of security to your financial records by monitoring changes that in QuickBooks.
It can also help with:
- Troubleshooting.
- Ensuring accuracy when entering transactions.
- Providing evidence for financial or tax reporting.
View the Transaction Journal report in QuickBooks Desktop
Purpose of the Transaction Journal report
The Transaction Journal report in QuickBooks Desktop helps you monitor financial transactions with more detail.
It provides information about:
- All transactions that have taken place.
- Who entered or modified them.
- When they were created or modified.
- How much money was involved.
How to access and use the Transaction Journal
By following these steps, you can easily check your QuickBooks transaction history.
- Navigate to Reports on the left-hand menu.
- Choose Company & Financial under All Reports.
- Select Transaction Journal from the list.
- From here, you can customize the date range and transaction types to view them in more detail.
- When finished customizing, click Run Report to review the results of your query.
A better approach: Gain a rich customer and transaction history with Method
While QuickBooks Desktop provides some insight into your transaction history, Method:CRM offers a more comprehensive approach.
Method is an all-in-one customer relationship management (CRM) solution tailored for QuickBooks users.
It helps you gain a rich and detailed view of their customers and transaction history. With Method:CRM, you can:
- Segment your customers by key characteristics.
- View how much a customer spends across product categories and time.
- Keep track of all your customer interactions.
In addition to these features, you can also personalize the data collected through Method to have all the information necessary to understand and serve your customers better.
Automate your invoicing, estimates, and approval workflows with Method:CRM. See more of what Method:CRM can do for your business below.
Recap: How to check transaction history in QuickBooks Desktop
The audit log and Transaction Journal report let you check transaction history in QuickBooks Desktop.
These reports provide information about who created, modified, or deleted a particular transaction and when it occurred.
For a more comprehensive view of customer and transaction data, use Method:CRM — the all-in-one CRM solution tailored for QuickBooks users.
Get started with your free trial today!
Photo credit: Jack Sparrow via Pexels
