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Determine When a Transaction was Printed or Emailed with the QuickBooks Audit Log
Determine When a Transaction was Printed or Emailed with the QuickBooks Audit Log

Leverage the QuickBooks audit log to determine when an Invoice or Sales Receipt was emailed or printed.

Pete Zimek, CAE avatar
Written by Pete Zimek, CAE
Updated over a week ago

Sometimes it can be helpful to know when an invoice or sales receipt was sent and to whom.  You can leverage QuickBooks' extensive audit log to dig into a transaction's history.  Sometimes great data can be the answer to the inevitable claim, "You never sent that invoice to me!"

Access Audit History

To access a transaction's audit history:

  1. Open the transaction in QuickBooks

  2. Click on the "More" link at the very bottom, towards the center of the screen.

  3. Click on "Audit History"

  4. Expand a particular date & time by clicking on it.

Information Available within Audit History

Some of the most helpful information available in the audit history of an invoice or sales receipt includes:

  • Sent: whether the transaction has been sent

  • Last Sent: date & time last sent

  • Email Address

  • Delivery Error: Notification if there was a problem delivering the invoice via email

  • Printed: The transaction's print status (Remember that QuickBooks and Novi treat printing transactions differently.  QuickBooks has a concept of "to be printed" while Novi looks at whether a transaction was actually printed.)

Tip: In Novi, you can also see the Last Sent Date via a column in the Accounting > Transactions section. Keep in mind that this information does not differentiate if a transaction was sent via Novi AMS or QuickBooks Online.

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