Welcome to the Community, @caseyjco. I’ve come to provide some insights regarding your concern with managing your data.
CSV files are simple text files with tabular data. The file's fields are separated from each other by commas. Although you may generate and edit CSV files with any text editor, such as Notepad, the majority of spreadsheets support this format.
If you don't have MS Excel installed on your computer, or if you wish to view and edit your data in a different format, you can export a list as a CSV file. I'll show you how:
- Open the report.
- Click the Excel drop-down at the top of the report.
- Select Create New Worksheet.
- In the Send Report to Excel window, select Create a comma separated values (.csv) file.
- Tick Export.
- Assign a file name, then choose the location where you want to save the file.
From there, we can now be able to locate, open, and edit the file as needed.
For more details about this process, please review this article: Import/export CSV files.
Also, here's a handy resource that may come in handy in transferring your data into QuickBooks Desktop: Import and export data in QuickBooks Desktop.
If you have any trouble managing transactions in QuickBooks, please let me know, and I’ll do everything I can to help here in the Community. Keep safe always!
