QuickBooks stores the minute details of each credit/ debit card transaction in your company accounts file. Over the period of time, QuickBooks company files will grow due to the large number of closed transactions. You can delete the QuickBooks audit trail to condense your file. It will help you speed up the software performance by scaling back the file size by 30% to 50%. Having clear and accurate transactional records will help you find issues and track transactions easily. So, if you need to delete QuickBooks audit trail and are looking for the help, then we are here to help you.

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What do you Understand by QuickBooks Audit Trail?

QuickBooks audit trail is an in-build feature used to track and oversee the changes made within your account. It records the edits, modifications, deletions, and additions made to reports or transactions. Surprisingly, you can even track the tractions that have been lost within the QuickBooks desktop. If activated, this life savior feature helps you provide the previous transactions that are no longer in your account. In general, the QuickBooks Audit Trail feature helps in the retrieval of lost financial data.

However, the audit trail grows the file size and ultimately impacts the performance of the software. Henceforth, for the smooth transactions, you need to delete QuickBooks Audit Trail.

How to Access QuickBooks Audit Trail?

Before knowing the process to delete QuickBooks audit trail, let us first understands how to access/open QuickBooks Audit Trail. Finding and accessing it is a straightforward process. Follow the below-mentioned steps to find QuickBooks audit trail.

• Open your QuickBooks account on your desktop using the admin ID and password.

• After that, click on the edit menu and choose the preferences option from the drop-down menu.

• It will open the preferences window on your screen. Here, mention that you need to change the preferences for your company’s data file.

• Further, in the preferences dialogue box, choose preferences related to accounting.

• Tap on the company preferences and put a tick mark on the check box stating, “Use Audit Trail” in the company preferences window.

• Press the OK button and restart QuickBooks desktop.

• You can access the audit trail data in QuickBooks. It is that easy!
  
  

The ultimate process to Delete QuickBooks Audit Trail

QuickBooks audit trail deleted transactions will benefits the users by bringing down the company file size and improving the overall performance of software. This will delete the entries within the deleted transactions and detail reports. Delete QuickBooks Audit Trail function will work for the QuickBooks U.S., Canada, UK, AU, and NZ knowledge files.

The process of removing the audit trail in both QuickBooks desktop and online is explained below.

Delete audit trail QuickBooks desktop.

The steps to delete the audit trail QuickBooks desktop are as follows:

• Open QuickBooks desktop and click on the file menu in the upper left-hand corner.

• Choose the Utilities option from the drop-down menu.

• Thereafter, choose the appropriate menu option based on the QuickBooks version you are using: “Condense data” or “Clean Up Company Data.”

• Ahead, choose the desired date range, or else you can “delete all transactions.”

• Tick the appropriate check box to erase the transactions for all accounts and transactions.

• Lastly, press the “Begin Delete” button to delete the audit trail QuickBooks desktop.
  
  

Delete audit trail QuickBooks online.

In case you are using the QuickBooks online, you can go with the below-cited steps to delete QuickBooks audit trail.

• Open your QuickBooks online account and click on the file menu.

• After that, choose utilities button and pick condense data option. In case you are using QuickBooks version above 2000, you need to pick “clean up company data” option.

• An informational window will pop up on your screen, asking, “What transactions do you wish to remove”?

• Pick the appropriate transactions and press the Next button.

• Thereafter, pick the appropriate option for deleting audit trail QuickBooks. Select the trail that needs to be deleted or select all if you wish to delete all.

• Further, press the “don’t create a summary” button, followed by pressing the “begin condense data” option.
  
  

Process to View Transaction Changes in QuickBooks Audit Trail History

The QuickBooks audit trails act as documentation of every change made in the transactions within the organization. The QuickBooks Audit Trail History will allow you to view the following changes made:

1. You can identify the person who has made the changes.

2. Tracking of the time at which the changes are made.

3. Nature/ type of the modification made within the transaction.
   
   

The steps that need to be followed to view the changes made in transactions are:

• Firstly, log into the QuickBooks account and locate the Recurring transactions menu.

• You can add/ delete/edit or perform any type of modification in the transaction as per your requirement.

• To view the history, make sure you have the proper administrative rights.

• Ahead, open the desired transaction that you wish to view and press the More button.

• Thereafter, choose the audit history and click on Show All to view more details.
  
  

How can I Use the Audit Log in QuickBooks?

To use the audit trail records, you need to sign in as an admin using your admin ID and Password. Once you are logged in, you need to follow the below-cited steps:

• Click on the settings option in the menu bar and choose audit log.

• Further, press the filter option, and in the filter panel, select the suitable user, event, and date as per your requirement.

• Lastly, click on the Apply button to implement the changes you have made.

How can I find the Audit Trail Records in QuickBooks?

Well, audit trail records are not the same as the transaction history record. The report contains the detailed log.

The steps that will guide you in accessing the audit log report on QuickBooks desktop are:

• Open your QuickBooks account and click on the reports menu.

• Here, choose the accountant and Taxes option and press the audit trail.

For the QuickBooks Online Users

In case you are using the QuickBooks online, you need to follow the below-cited steps:

• Sign in to your QuickBooks account and click on the gear icon.

• In the menu, locate the audit log and click on it.

Why Do I Need to Delete audit trail QuickBooks desktop?

No wonder, enabling the QuickBooks, audit trail have numerous benefits. However, it has some disadvantages also. Once you have enabled the audit trail QuickBooks feature, you can not disable it without the help of QuickBooks customer support.

Deleting the QuickBooks audit trail is beneficial as it compresses the size of the company file. Apart from that, you need to delete the audit trail QuickBooks desktop for the following reasons:

Complexity

Audit trails are labyrinthine process; especially in big companies with large data and numerous users. Managing the audit trails needs the special skills. As the company file size grows, it becomes more complex. Henceforth, it is advisable to delete the audit trails at regular interval of time.

Storage

Storing the extensive data requires more space, especially when you have high transactions volume. To balance the storing cost with the storage cost, organizations must delete the transactions on a regular interval of time.

Privacy

Privacy is a raising concern for the organizations as the QuickBooks audit trail captures the sensitive data. Businesses must follow the proper management access control and encryption methods to safeguard the data. Maintaining the privacy is one of the concern in deleting the QuickBooks trail.

Performance

Having large number of audit trails impacts the performance of your accounting system. In the real time tracking scenarios, it is a big concern. This will impact the performance and increases the resource consumption. QuickBooks audit trail deleted transactions will help you in compressing the company file size that ultimately increases the performance of the system.

Data Integrity

To maintain the data integrity, audit trails must be protected from the unauthorized access or tampering. You must implement the robust security measures to maintain the integrity of the data. Some time, it becomes convoluted for the organizations; henceforth, you the professionals or the bookkeepers must delete QuickBooks audit trail on frequent interval of time.

Can I disable the QuickBooks Audit Trail Feature?

Disabling the QuickBooks audit trail feature is a complex process that needs the supervision of an expert. You need to contact the QuickBooks experts once you have enabled it. You need to explain the issue you are facing to the experts. They will help you in disabling the QuickBooks audit trail feature.

Crux of the Blog

QuickBooks audit trail feature allows you to easily track the modifications made in transactions within the organization. It helps you record the fraud within the organization. However, it is necessary to delete the QuickBooks audit trail to maintain smooth transactions and to increase the overall performance of the software. Deleting QuickBooks trail is a complex process that needs the advice of an expert. Contact our experts today to learn more about the same and our other top-notch services. Our experts will handle all your accounting needs so that you can focus only on the growth of your business.

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