How to Check Transaction History in QuickBooks
In today’s guide, we’ll walk you through the steps to check your transaction history in QuickBooks Online. This feature is particularly useful for keeping track of activities and understanding the financial transactions performed within your account.
Step 1: Sign into QuickBooks Online
To get started, sign in to your QuickBooks Online account. Once you’ve logged in, you will be taken to your dashboard, where you’ll find various options available to you.
Step 2: Access the Settings Menu
Next, look for the settings icon located in the top right corner of the dashboard. Click on this icon to open the settings menu.
Step 3: Select the Audit Log
Within the settings menu, navigate to the "Tools" section and select "Audit Log." This option will allow you to view all the user activities performed on your QuickBooks account.
Step 4: Filter Your Audit Log
Once you are in the audit log, you have the ability to filter the activities shown. You can choose to filter by:
- User
- Date
- Type of changes
This helps you narrow down specific transactions or events you may be interested in reviewing.
Step 5: Check the Events Section
To specifically check your transaction history, head over to the "Events" section. In this section, you will find a checkbox that allows you to filter the displayed information even further.
Step 6: View All Transactions
After checking the box under the "Events" section, a drop-down menu will appear. Click on it and select the “All transactions” option. This will present you with a comprehensive list of all transactions performed by the users on your account.
Step 7: View Transaction Details
To see more information about any specific transaction, click on the “View” link next to the transaction. This will direct you to the History section where you can find all relevant details such as:
- Transaction type
- Name of the user who performed the transaction
- Date of the transaction
- Amount involved
Conclusion
And that’s it! You now have a clear understanding of how to check your transaction history in QuickBooks Online. If you found this article helpful, don’t forget to like it and subscribe to our blog for more QuickBooks tutorials. Thank you for reading!
