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Join nowI'd also like to be able to download the report in CSV format
Hello @vseavello,
In QuickBooks Online, you can pull up and customize one of your list reports to see your transactions in an account associated with a tag. Let me walk you through the steps on how to accomplish this.
From here, you can sort the items on your by clicking the Sort menu above the name of your report. And by clicking the Export button to create a copy in an Excel file and saving it in a new CSV file format.
In addition, here's an article you can read to learn more about how you can customize a report: Customize reports in QuickBooks Online.
Lastly, I've got you this article helpful in providing a different report you can use to cater to your business needs: How QuickBooks generates reports?
Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.
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