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dbliss3593
Level 2
posted
‎April 13, 2023 07:50 AM
last updated ‎April 13, 2023 7:50 AM

Why no CSV download in QB Online?

Has anyone figured out how to export report data directly to a CSV file?  Yes I know how to export to an xlsx file.  But then I have the extra step on opening the xlsx file in Excel, and converting it to an csv file.  Just trying to eliminate an unnecessary step.  You might be wondering what advantage a csv file has?  Well, it's smaller, hints that it's a data file and can be easier to manipulate in PowerQuery and in Notepad++.

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2 Comments 2
GebelAlainaM
QuickBooks Team
QuickBooks Team
‎April 13, 2023 08:47 AM

Why no CSV download in QB Online?

Yes. I agree with you and understand the importance of having this feature, @dbliss3593. Let me share some details on how we can resolve this.

 

The option to download the report in QuickBooks Online (QBO) using a CSV file is currently unavailable. You can only export it using Excel and PDF files and then save it as a CSV file on your computer. 

 

I would also suggest sending feedback to our product development team to have this feature in the future update to make your work a lot easier and for a better experience.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then, click Next to submit feedback.

 

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

 

Check this article for more details on exporting reports and other data in QBO:

 

 

Please keep me posted if you need more help exporting and importing data in QuickBooks Online. Have a great day ahead, and stay safe!

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BDSUMM
Level 1
‎February 01, 2024 10:05 AM

Why no CSV download in QB Online?

I have found a way to export in CSV. Go to the print option. There you can choose to print to a csv file.

 

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