Skip to main content
G
grishsavla
October 11, 2020
Question

Reports which are exported in excel has the below issue. The dates are not in the date format. The data is stored as General format and does not change properly to dates

  • October 11, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

    2 replies

    S
    SarahannC
    October 11, 2020

    Hello there, grishsavla.

     

    We can fix the incorrect report by enabling Marcos. Here's how:

     

    1. In Excel, go to the File menu.
    2. Select Options.
    3. Click Trust Center, then select Trust Center Settings.
    4. Select Macros Settings, then select Disable all macros except digitally signed macros.
    5. Select OK.
    6. Re-export the report from QuickBooks Online to Excel.

     

    If your customer gets a notification about Macros when exporting, accept the Macros. You can also check this article to learn on what to do when there are missing details when opening the report in Excel. Then, here are some articles that will guide you through modifying and memorizing reports within your QBO account.

     

     

    Please don't hesitate to post again if you have other questions. I'm here to help. Take care always.

    I
    irenemkm79
    March 12, 2021

    Hi!

    I did what you explained but still it is not working. When I export to excel the dates are not in dates format, I try to change but it doesn't work. Of course, when I try to short by date that column it doesn't do either. Could you help please? 

    JessT
    JessT
    March 12, 2021

    Hi irenemkm79,

     

    Thank you for trying the steps shared by Sarah.

     

    It would be best to contact our Chat Support team. That way, they can start a screen-sharing to gather more details and investigate this further. They have more tools on their end.

     

    If you have other questions, feel free to go back to this thread.

      O
      OfficeManager_JTE
      December 1, 2022

      I have experienced the same issue.  I have also resorted to creating a new column, using the "=Value()" function - with the argument being the cell with the exported date, then formatting the column as a "Short Date".  That allows my Pivot Tables to break the date up so I can get monthly totals.

       

      Another of those wonderful things that we must find work-arounds for....

      Terms & ConditionsAccessibility statement