Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
JoesemM
Moderator

Reply to message

Thanks for joining this thread, @Danny W.

 

You'll want to export your file through Excel file, then change the file type as a CSV files.

 

Here's how:

 

  1. Select Reports.
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then select Export to Excel.
  4. Click the Save as button and save the file you can easily find.
  5. Click the down arrow next to the  Save as type button then select  CSV file format from the drop-down list.
  6. Hit Save.

jj.PNGjj.PNG

You can create custom reports to get the data that matters to you most. It also contains a short video for reference, steps to run a report, as well as a list of sections on report you can customize. 

 

Stay in touch with me if there's anything I can help. I'll be around in the Community to help you out.

Need to get in touch?

Contact us