Being able to get the CSV option to all of your users is our priority, John_K,
Normally, the basic troubleshooting steps that you'll have to do so it will fix the issue is that the QuickBooks Desktop version must be updated. To do this, follow the steps below:
- Go to the Help menu and select Update QuickBooks Desktop.
- Go to the Update Now tab. Tip: You can select the Reset Update checkbox to clear all previous update downloads.
- Select Get Updates to start the download.
- When the download finishes, restart QuickBooks.
- When prompted, accept the option to install the new release.
Another factor for the CSV option to work is to check your system requirements for your QuickBooks version. You'll want to upgrade to a newer Microsoft version if the one you have isn't compatible. You can also check out this article for other troubleshooting steps that you can perform to make sure issues with CSV files are resolved: Fix Export To Excel Issues In QuickBooks Desktop.
However, if non of the steps works, I recommend reaching out to our support team so they can double-check why is this happening and investigate the root cause of this further. They also have the tools to pull up your account in a secure environment.
Moreover, QuickBooks offers a variety of reports that provides your company's information. You'll have to customize them so you'll be able to get the information you need most. Learn from this article for more details: Customize Reports In QuickBooks Desktop.
Got more questions with CSV files. Don't forget we're always right here to assist with your need. Drop a comment below and we'll be sure to get back.
