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QuickBooks Report to Show What Was Imported
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QUESTION

 

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

 

RESOLUTION

 

The most helpful report in QBDT for reviewing or auditing what has been imported with Importer is the Audit Trail report. It is available in QBDT under REPORTS > ACCOUNTANT & TAXES. It can be filtered by user, date, and transaction type. Note that imported transactions will not appear any different from transactions that could have been manually imported. However, if the import date, time, and type are known, the Audit Trail report can be filtered to find the imported records.

 

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