History Window Overview
The History window is PrimeConnect's built-in audit trail. It automatically records every operation you perform — imports, exports, and deletions — with full details about what was processed, when, and what the outcome was.
You can access the History window in two ways:
- Click "History" in the top navigation bar from any screen in PrimeConnect.
- Click the "View History" link on the home screen, located below the main action buttons.
The History window opens as a dedicated view showing your complete operation log. No configuration is needed — history tracking is automatic and always on. Operations are stored in PrimeConnect's local database and persist across app restarts and updates.
Viewing Past Operations
Operations are displayed in a chronological list with the most recent operation at the top. Each entry in the list shows a summary row with the following information at a glance:
| Column | Description |
|---|---|
| Operation Type | The type of operation — Import, Export, or Delete. Each type is visually distinguished with a color-coded badge. |
| Entity Type | What was processed — e.g., Invoices, Customers, Bills, Journal Entries. |
| Filename | For imports: the name of the uploaded file. For exports: the name of the generated file. For deletions: not applicable. |
| Timestamp | The date and time the operation was performed, displayed in your local time zone. |
| Record Count | The total number of records processed in this operation (imported, exported, or deleted). |
| Status | The overall outcome — Success, Partial Success, or Error. See the Operation Statuses section below for details. |
The list supports scrolling through your entire operation history. There is no limit to how many operations are stored — every operation since you first installed PrimeConnect is available.
Operation Details
Click any operation in the list to drill down into the details for that specific batch. The detail view shows the individual record-level results, giving you complete visibility into what happened during the operation.
For imports: Each row shows the record that was processed and its status — whether it was successfully imported (created as a new record), updated (matched an existing record and was modified), skipped (duplicate or validation issue), or errored (could not be imported). Error rows include a specific error message explaining what went wrong.
For exports: The detail view shows the list of records that were included in the export file. Since exports are read-only (they do not modify QuickBooks data), all records typically show a success status.
For deletions: Each row shows the record that was targeted and whether it was successfully deleted or encountered an error. Error messages explain why a specific record could not be removed (e.g., active dependencies).
Filtering History
As your operation history grows, filters help you find specific past operations quickly. The History window provides several filter options:
- By operation type: Show only imports, only exports, or only deletions. Useful when you want to review all imports without scrolling past exports and deletions.
- By entity type: Filter to show operations for a specific entity type — for example, only Invoice operations or only Customer operations.
- By date range: Narrow the history to operations performed within a specific time period. Helpful for finding operations from a particular day, week, or month.
- By status: Show only successful operations, only operations with errors, or only partial successes. This is particularly useful for identifying operations that had issues.
Filters can be combined — for example, you can show only "Import" operations for "Invoices" in "January 2026" that had "Partial Success" status. This makes it easy to locate specific operations even in a long history.
Operation Statuses
Every operation in the history log has an overall status that summarizes the outcome at a glance. There are three possible statuses:
| Status | Color | Meaning |
|---|---|---|
| Success | Green | All records in the batch were processed successfully. Every record was imported, exported, or deleted without errors. This is the ideal outcome. |
| Partial Success | Amber / Yellow | Some records in the batch succeeded, but others failed. For example, 95 out of 100 invoices were imported, but 5 had validation errors. Click into the operation details to see which records failed and why. |
| Error | Red | All records in the batch failed, or the operation was aborted before any records could be processed. This typically indicates a systemic issue — such as a QuickBooks connection failure or a fundamentally incompatible file format. |
The status is determined automatically when the operation completes. It cannot be manually changed. If you see a Partial Success or Error status, click into the operation details to review the per-record error messages.