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  #1  
Old 08-14-2017, 07:22 PM
John S John S is offline
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Location: Utah, USA
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Audit trail info

Is there a way to determine who set up a new customer on credit terms? I have looked in the Audit trail and it seems to only deal with transactions, not setting up new customers or vendors.

We have several users with the ability to set up new customers, but none of them remember setting up our "mystery" customer. There has now been an order processed for that customer and we need to know who actually set them up.

Thanks
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  #2  
Old 08-20-2017, 06:30 AM
Rustler Rustler is offline
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there is a work around to find the date the customer was created, but not the user who did it. If you only have one clerk working per day that might help, but I doubt that is the case - or is it?
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  #3  
Old 08-22-2017, 03:24 PM
John S John S is offline
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Unfortunately, we have several users with the capabilities of setting up new customers plus an online store that sets up new customers as transactions are imported into QB.

Is there a way to restrict who can set up new customers?
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  #4  
Old 08-23-2017, 05:14 AM
Rustler Rustler is offline
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I don't so much with user permissions, so I honestly do not know, best thing is to set up a user and step through the user permissions set up, then try it.
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