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I have Quickbooks Self Employed and in the past I have easily been able to download my transactions as a csv file. Now when I hit the export button it opens in a new browser window in an unusable format. Is this no longer a feature or is something broken?
There is no "Export" icon. Where is this Export icon at?
Thanks for joining the thread, @jacfae. I'm here to guide you to where the export icon is located.
With the new update, the export icon was changed to download. Once you click the download button, which is located beside the search transaction box, it will be downloaded into an Excel file.
See this screenshot below for your reference.
See this article to learn more about exporting transactions: Export transactions and get reports in QuickBooks Self-Employed\
For future reference about QuickBooks Self-Employed, here's an article for more information: QuickBooks Self-Employed Overview.
Don't hesitate to ask follow-up questions or visit us again anytime you have other concerns with exporting transactions. We're always ready to jump right back and help you again.
I have tried what you suggested and it only downloads as a pdf, even in a private window. The screen shots you can't see. This should not be complicated to do. Please advise how to fix as all your help articles are for the older version.
I acknowledge the importance of efficiently exporting transactions within the program, clm06. Thank you for your troubleshooting efforts to resolve your concern.
Kindly send us screenshots of your data export process. This will enable me to provide appropriate instructions, as you should be able to export in CSV file format using the steps below:
In the meantime, you could use another device to log in to QBSE and export again. It's possible that the computer auto-exports files in PDF.
Furthermore, if you're referring to exporting reports from QuickBooks Self-Employed, please know that it will only download as a PDF file.
I have a handy resource to help you import data into the system. Manually import transactions into QuickBooks Self-Employed.
The Community is always here to assist you with managing your transactions. Comment below if you have further inquiries, and I'll provide prompt guidance. Stay safe.
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