How to Remove a Specific Audit Trail from QuickBooks?

Prior to understanding and proceeding with the removal of the Audit Trail, it is important to be aware of what exactly QuickBooks audit trail is. 

Whatever data it may be, you might require tracking the changes made to them from time to time. This helps you check if the rectification made were needed or there has been tampering with the data. 

QuickBooks, keeping this perspective in mind, offers a special built-in feature referred to as Audit Trail that helps to record the modifications made to each and every transactional data stored in a particular file.

Why is the Removal of the Audit Trail Required?

Though having access to the changes being made to a data file from time to time is important and the Audit Trail feature is a useful tool.  All the actions performed multiply the specific data file by ½. 

As a result, the storage space gets captured unnecessarily sometimes. 

By removing the specific Audit Trail from the QuickBooks, users make sure the file dimension reduces to a considerable extent. This, in turn, will automatically speed up the functioning of the software – QuickBooks.

What is Removal of Audit Trail from QuickBooks?

Removal of the Audit Trail from QuickBooks is a feature that allows the clearing of the audit trail from a QB file. 

With the help of this facility, the file size deteriorates to up to 30-50%, thereby, enhancing the speed of the processes conducted to handle and manage the data file. This service is widely used whenever a data file is handed over to government agencies or other entities, including the IRS, etc. 

This removal service easily deletes the entries that are stored in the Deleted Transactions Summary and Detail reports.

Is your Data Eligible For Removal? Let’s Find Out

You can clear the audit trail only if the data satisfies all the below-mentioned criteria:

  • The data belongs to the current financial year
  • Bank reconciled bank statements
  • VAT reconciled transactions having tax code as per the VAT Return
  • They are fully paid or allocated

How to Clear the Audit Trail? 

When it comes to removing the specific Audit Trail from QB, the process is quite easy. You just need to:

  • Take a QB file backup
  • Delete the audit trail

The Steps to Follow:

  1. Select File menu
  2. Choose Utilities
  3. Click on Condense Data

[In case QB is being used over a network, it is advisable to use the PC where the actual data is kept or stored.]

  1. Click on the specific option on the What Transaction to Remove? Window
  2. Choose if you wish to clear a data within a specific date range
  3. Click Next
  4. Choose the alternatives based on which data you wish to remove and which of them you want to keep
  5. Select Don’t Create a Summary option
  6. Click Begin Condense

If you get stuck anywhere in the process, feel free to get in touch with QuickBooks experts available 24/7 on +18554815338.