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dajuneau1
Level 1

I used to download a transaction summary in CSV format. The first sheet was a summary and all other sheets were the breakdown of the expenses (business income, advertising,meals etc). Where should I go to produce that extraction again ?

 
1 Comment 1
AddieC
QuickBooks Team

I used to download a transaction summary in CSV format. The first sheet was a summary and all other sheets were the breakdown of the expenses (business income, advertising,meals etc). Where should I go to produce that extraction again ?

Hi dajuneau1, 

 

Thanks for joining us here in the Community. It's so important to have the option to work with your CSV files in order to organize your business transactions. QuickBooks Self-Employed is an awesome tool for your small business, and I'd be happy to point you in the right direction for support with this.

 

I want to make sure you're given the best support possible for this. In this case, the best method for help is to reach out to the designated Self-Employed team directly. These agents specialize in this version of QuickBooks, and they'll be able to advise you on how to resolve this.

 

You can reach out to their team via email, or in-product using the QB Assistant.

 

I hope this gets you back on track.


Cheers.

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