cancel
Showing results for 
Search instead for 
Did you mean: 
hello58
Level 1

Is there a way to download a csv file from the transaction view in projects? There only seems to be the option in customer but that only shows billable expenses, not ALL

 
2 Comments 2
plung
Level 6

Is there a way to download a csv file from the transaction view in projects? There only seems to be the option in customer but that only shows billable expenses, not ALL

Utilize the trial period of 3rd party exporter tool

https://transactionpro.grsm.io/qbo

 

PatrickA
QuickBooks Team

Is there a way to download a csv file from the transaction view in projects? There only seems to be the option in customer but that only shows billable expenses, not ALL

Thank you for visiting in the QuickBooks Community, @hello58.

 

Currently, we are unable to download a CSV file of your transactions from the Project page. I suggest using third-party apps to help export your data you need.


You can visit this site to look for applications that integrate with QBO: apps.intuit.com.

 

You can filter the Customer page to show more transactions. Here's how:

  1. Select the Sales menu.
  2. Click Customer then hit the drop-down arrow.
  3. Select All transactions under Type.
  4. Hit Apply.

 

Please see this article on how to turn on and create a project and to track project income: Track income, costs, and profitability by the project.

 

If you have other concerns, feel free to leave a reply. I'm always here to help. Have a wonderful day!
 

Need to get in touch?

Contact us