We continue to share CDC guidance and best practices with our employees to prevent the spread of the virus, including thorough handwashing, the using of antibacterial products, and “social distancing.” To mitigate risks, Estes has: Magazine.What is Estes doing to protect its employees, drivers, and customers?Ī: At Estes, our top priority is the safety of our people and the people we serve. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie Adams is considered one of the top QuickBooks trainers in the country. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. If you need assistance accessing your QuickBooks Audit Trail or need an experienced third party to help you with your QuickBooks instance, Fourlane can help! In situations like this the QuickBooks Audit Trail is often the easiest way to see who, when, where (and sometimes why) a particular transaction was changed, and rectify it quickly! We switched the transaction date to the correct year and corrected their balances. I made sure to show them the closing date as well. It was January so one of the people on the accounting staff had accidentally dated a transaction to January 12th, 2017 instead of 2018. In about 30 seconds we ran the QuickBooks Audit Trail Report for all changes that effected the prior year (meaning the transaction was dated in the prior year) that had been changed in the last week (meaning the date the transaction was created). We hopped on a quick LogMeInRescue session so I could look with them. They went back and compared balances for 6 months to see where the difference originated, and then reached out for our help. Their leadership worried that someone was messing with their books, or they had a potential bug in their system. They had a glaring balance change in an asset account and had no idea where it came from, or when it had started. This Fourlane client is a distributor and maintenance company. Here is a real world example of a client who benefitted from the QuickBooks Audit Trail. Why You Might Need to Access the QuickBooks Audit Trail
This allows you some flexibility in how to best find the transaction, if you know when it was created, or when it was changed. The audit trail gives you two date ranges – the first is for the “transaction date”. This report can be filtered by number or date in order to find the transaction we are looking to recreate. Visual of the QuickBooks Audit Trail Feature In the same section of QuickBooks there is also the Audit Trail Report. You can print out or save the transaction report so that you have the information to re-enter as a new invoice.