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QuickBooks Report to Show What Was Imported

QUESTION

Is there a report in QuickBooks Desktop (QBDT) that shows what was imported with Transaction Pro Importer?

RESOLUTION

The most helpful report in QBDT to use to review or audit what as been imported with Importer is the Audit Trail report. It is found in QBDT under the REPORTS > ACCOUNTANT & TAXES menu. It can be filtered by user, date, and transaction type. Note that imported transactions will not appear different than transactions that can have been manually imported. However, if the date, time, and type of import is known, the Audit Trail report can be filtered to find what was imported.

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  • 28-Jun-2020
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