Using the Audit trail function of QuickBooks desktop and customizing reports

The popularity of QuickBooks can be estimated from its number of users which is close to a whopping number of 4.5 million. The best features of this modern day accounting software include user-friendly functions, availability of hosting on the cloud, robust accounting tools, different editions and versions for different industries and sizes of business and much more.

From the various accounting tools and functions of the QuickBooks software, Audit trail tops the chart of the most useful list. The advance function helps you to allocate your transactions which you lose while being confirmed about its existence in your data. With the help of Audit trail function, such hurdles of accounting.

Display

After clicking on the display tab you will get several options under it. You can set the date range for the report, which it will cover. For doing so, you will have to click on Dates and then you can choose your dates manually or from the calendar option as well. You can also choose report basis from accrual or cash. There are other customization options for the display like the column and advance settings.

Filters tab

You can use the filter tab to limit report data to particular criteria. For filtering a report, first of all, you will have to click on the Filters tab from the Modify report windows. Then, from the filter list, select the filter which you want to use. Now, in the filter detail information, enter the additional information required for the filter to run perfectly. Finally, from the filter choice column, highlight a filter that you want to remove, click on Remove Selected Filter and click on OK.

Header/ Footer tab

This customization offers you the option to modify the information that will come at the bottom and top part of the report. Header appears at the top of your report while Footer appears at the bottom of your report. You can check or uncheck for the information which you want to keep or remove. You can use the field provided to update the information.If you wish to change the alignment, then click on the alignment drop down.

The audit trail function of QuickBooks desktop can prove to be very useful for you if you have lost a transaction while report customization can help you to get the exact type of report which you want by making the required modifications.