Every transaction you make in your business is recorded in your QuickBooks Desktop. This means QuickBooks keeps track of all your financial data; you can review it anytime to cross-verify. The complete data is stored in the Audit Trail on the desktop. With the help of this tool, you can account for and bookkeep when and what modifications are made by users. However, after a while, when a considerate number or trail is stored in software, you have to clear up space to speed up the sluggish performance of the system. If you want guidance to Delete QuickBooks Audit Trail, this blog is for you. Here, you can get a complete idea of how to deal with the stored audit trial and delete/remove data for specific dates. The process is simple and takes effortless steps, so let’s proceed.
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What do you do if you are facing a system performance issue? -Delete QuickBooks Audit Trail!
QuickBooks Company files usually grow in size when working on the desktop due to older and closed transactions. Eventually, the file becomes larger and occupies a lot of space. As a result, the desktop performance deteriorates. Therefore, you can use the Audit Trail Removal Service to free up space and reduce the data file size.
How do you locate the audit trail on Quickbooks Desktop?
You can find the Audit trail reports in the application by following these steps:
- From the menu bar, open the Reports tab.
- Now click on Account & Taxes.
- You can find the Audit Trail option; tap on it to open it.
What is QuickBooks Audit Trail Removal Service?
First, understand what an Audit Trail is. On the desktop, you can review your billing info, modify the invoices generated, and handle the vendor’s accounts. The audit trails feature provides an easy way to perform these functions. Also, it is not possible to store the past data altogether. Therefore, you can Delete QuickBooks Audit Trail from your system and store it in the audit files for future reference. However, keeping the audit trail in your system makes the system slow down due to increased file size. QuickBooks Audit Trail Removal Service can reduce your file size by 30-45%. Also, you will be able to clear your system of Voiced/Deleted Transaction Summary and Detail reports by requesting this service at the same time.
How can you easily remove/delete an audit trail in QuickBooks Desktop?
So, erase the Audit Trail in QBDT with the below given steps:
- Head straight to the File menu in QB.
- Pick the Utilities option from the dropped menu.
- Now, choose the Condense Data option.
- Herein the window, you get two options,
- To keep all transactions but delete the Audit trail info to date.
- Or remove selective transactions from your company file.
Important Note:
- If you choose the first option, you will be able to free up a reasonable amount of space, but if you select the other option, you can keep the recent or particular transactions while erasing the rest. Want to free up space? Refer to the below.
- QuickBooks 2021 or earlier version users need to choose the Condense Data option, whereas the Clean up Company Data option will work for versions after 2021.
How do you remove Audit Trail up to a specified date in QuickBooks Desktop?
- After applying the previous steps, opt for the second choice given:
- Remove only the transactions you need to erase, select from your company file
- Choose the transactions you want to remove.
- Tap on Next.
- Now, you can choose whether to delete all transactions or only outside or before a specific date/range.
- In this step, select the date range and hit Next.
- Further, click on the option to Create one Summary Journal Entry (recommended).
- Again, hit the prompt Next.
- You are now required to follow the rest of the screen instructions and reach the option Begin Condense.
How do you delete an audit trail in QuickBooks Online?
For QBO users, the process of Removing the QuickBooks Online Audit Trail is not hectic either. Audit Trail in the Desktop version can be found in the Utility tab in QuickBooks Online as an Audit Log. Follow the steps given below to erase the company data in trail reports:
- Click on the File section and then move to the Utilities tab.
- Select the Condense Data option.
- The window will appear asking, “What Transaction Do You Want to Remove?”, choose an option.
- Here, you can also select the date range or clear all transactions from the log.
- Make sure to mark the option for transactions that need to be cleared and unmark the rest.
- Choose whether you want to create a summary or not.
- Finally, tap on Begin Condense.
You have now successfully cleared space in your QBDT/QBO with the help of the Audit Trail Removal Service.
Is there any impact of removing Audit Trail in QuickBooks?
You must be assure that Removal of the Audit Trail Affect QuickBooks in no way possible. Rather, by deleting the trail report boosts QuickBooks Desktop performance and you can maintain a low file size. The process is simple.
How you can enable the feature of Audit Trail in the QuickBooks Desktop?
An Audit trail is a record that helps you keep track of your business activities and transactions. This is done by tracking the user activities, such as changes made to the original transaction. It can quickly identify mistakes, errors, unauthorized use or fraud in the reports. Therefore, you must enable the service by undertaking the following steps:
- First, log in to your QB Desktop and select the Reports option from the menu.
- Here, choose the Company and Financial section.
- Locate the Audit Trail option, then click on it.
- Now, you will get various options to customize your reports to gain insights for a specific date.
- Moreover, you can apply various filters to modify your report and get refined results. You can make your reports fall under these specific criteria:
- transaction type,
- user activity
- date range and other relevant filters.
QuickBooks Audit Trail Removal in Nutshell
Delete the QuickBooks Audit Trail now to get that piece of extra space occupied by the trail reports. The Audit Report Removal Service is the way to do that. When uploading the backup of your QuickBooks file, the audit trail is cleared, keeping the rest of the data intact. The space is then released, reducing the size of your file. The process might differ for different versions of the QuickBooks application in use. Furthermore, if you work on an older versions of QuickBooks, such as the one below in 2018, you will have to get help from the third-party application for this service. We worked our best to provide a brief overview of how to steer clear of your desktop of errors and perform optimally by removing the audit log. However, if you are having any confusion with the procedure, get instant support from our QB Experts at +1(877) 750-0672 and work freely.