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Request Version History for QuickBooks Online

Updated over 2 months ago

The versioning of request details records a comprehensive history of your requests, which you can view to better understand the evolution of each one:


What does the version history show?

  • Creation time: when each version was created

  • Triggering event: which action led to this version's creation (e.g. resubmission, edits in Xero, edits in the Review step)

  • Creator: who made the changes (e.g. Reviewer, Requester).

Supported request types

  • Purchase Orders

  • Bills

  • Expenses

This feature is available in Advanced/Premium plans and trials.

How it works

Versions are automatically generated when changes are made to a request's details (e.g. Line Items, Suppliers).

Click on the Clock icon in the request preview to access the version history:


Navigate through the list of versions, the data for each version will be displayed side by side.

Benefits

  • Enhanced transparency: understand why changes were made to a request through the history

  • Improved collaboration: track edits and contributions from different users

  • Increased accountability: see who made which changes, and when

  • Efficient troubleshooting: quickly identify and address issues by comparing different versions

Please note: Version generation for QuickBooks Online requests started on 19 August 2024.


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