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E
edin
May 31, 2022
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Problems while Refreshing Excel Sync.

  • May 31, 2022
  • 1 reply
  • 0 views

Hello. I noticed that when I create an excel export, then the Excel interface has this Menu item named "Quickbooks", which gives me the option "Update Report". Very handy feature, but it breaks when another file is open. Then it doesn't refresh and if I open it again. The addin is gone! I have to go back to Quickbooks to recreate the file so I can have the feature "Update Report" restored.

Regards,

 

Ed

Best answer by Kevin_C

Thanks for sharing your concern here in the Community, @edin. I'm here to provide some details on the system requirements for QuickBooks Desktop (QBDT).

 

You must meet the following requirements in each area for QuickBooks to work flawlessly with Excel:

 

  • Operating Systems
  • Database Servers
  • Browser Requirements
  • Hardware and Operating system requirements (client and server)
  • Software compatibility
  • Firewall and antivirus software compatibility

 

To get more details, you can click on one of the following links that correspond to the year version of your QBDT:

 

 

We can also try updating Windows to the most recent version. This way, we make sure that it's compatible with the program. I highly suggest contacting an IT specialist or technical support from Microsoft for further assistance with this. Alternatively, you can also reach out to our QBDT Product Specialist. 

 

I've also added this great source where you can find articles that can help you with managing your books in QuickBooks. Please head to the QBDT self-help articles. This includes topics such as reconciliation, tracking income and expenses, running reports, etc.

 

Don't hesitate to join us again here in the Community or reply to me if you have other questions while working in QuickBooks. We're always here to help. Keep safe!

1 reply

K
Kevin_CAnswer
June 1, 2022

Thanks for sharing your concern here in the Community, @edin. I'm here to provide some details on the system requirements for QuickBooks Desktop (QBDT).

 

You must meet the following requirements in each area for QuickBooks to work flawlessly with Excel:

 

  • Operating Systems
  • Database Servers
  • Browser Requirements
  • Hardware and Operating system requirements (client and server)
  • Software compatibility
  • Firewall and antivirus software compatibility

 

To get more details, you can click on one of the following links that correspond to the year version of your QBDT:

 

 

We can also try updating Windows to the most recent version. This way, we make sure that it's compatible with the program. I highly suggest contacting an IT specialist or technical support from Microsoft for further assistance with this. Alternatively, you can also reach out to our QBDT Product Specialist. 

 

I've also added this great source where you can find articles that can help you with managing your books in QuickBooks. Please head to the QBDT self-help articles. This includes topics such as reconciliation, tracking income and expenses, running reports, etc.

 

Don't hesitate to join us again here in the Community or reply to me if you have other questions while working in QuickBooks. We're always here to help. Keep safe!

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