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ShyMae
QuickBooks Team

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Yes, there is a way, Janice. We can select the report period to Custom and manually set the year. I'll walk you through each step of the process to ensure it's clear and straightforward.

 

The Audit Trail reports provide valuable historical documentation, which enhances accountability and transparency. To pull this up, here are the steps you can follow:

 

  1. Head to the Reports menu, then Accountant & Taxes.
  2. Choose Audit Trail.
  3. Beside the Date Entered/Last Modified area, set the field to Custom.
  4. Pick your desired date manually.
     


If you want to download the report, click Export. Select the Create New Worksheet option, then hit Export. Please see the attached screenshots for visual reference.  
 


For future reference, you can memorize your report. This feature streamlines the entire customization process and saves you the hassle of redoing it.

 

Following the steps above ensures you can obtain a copy of your Audit Trail report. I'm still here to help if you require further clarification on this or any other matter.

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