Question

You notice an invoice you entered last month has changed significantly, but you didn't make the change. How can you find out who changed it and what they changed?

a) Check the invoice history log in QuickBooks.
b) Contact the customer to inquire about the changes.
c) Review the audit trail in QuickBooks reports.
d) Restore a previous version of the invoice.

Answer 1

To find out who changed an invoice and what they changed, you should review the audit trail in QuickBooks reports. This report will show all transaction details, including who made the modifications.

Step-by-step explanation:

If you notice that an invoice you entered last month has changed and you did not make the change, the best course of action would be to review the audit trail in QuickBooks reports. An audit trail is a report that shows every transaction and modification made in your QuickBooks, including who made the change and what was changed. This way, you can track down the specific alterations to the invoice in question.

To check the invoice history, you can look for a feature similar to "Invoice History" or "Audit History" within QuickBooks, depending on the version you are using. This will give you a clear record of who accessed the invoice and made changes. If you are using QuickBooks Online, there is an 'Audit Log' feature that serves this purpose.

Steps to Review the Audit Trail in QuickBooks:

1. Go to the 'Reports' menu.
2. Choose 'Accountant & Taxes'.
3. Select 'Audit Trail' report.
4. Find the invoice in question and review the changes.

Option 'c' from your list, reviewing the audit trail in QuickBooks reports, is therefore the correct answer to find out who changed the invoice and what they changed.