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August 24, 2021
Question

Why can't i export my reports to excel?

  • August 24, 2021
  • 1 reply
  • 0 views
I can export to pdf but why not to excel?

1 reply

August 25, 2021

Hello jay-remedy2016,

 

It's great to see that you're exploring the ways you can export your reports out of QuickBooks Online. I know this can be useful for hardcopy record-keeping, sharing in meetings, and even manipulating the report so that you can account for additional information. I'm here to help with this.

 

Since you say you're able to export the report as a PDF, I can see you've found the button you need on the report to export to Excel since they're in the same place. Knowing what you mean when you say that you can't export to Excel would be helpful here. For instance, is it that you click and nothing happens? Does a file start downloading, but then fails? Does it give you an error in general?

 

Since we don't have the specifics, the best place to start troubleshooting is to tackle potential browser issues. With QuickBooks Online being a cloud platform, browser problems can impact how the program works, so I recommend starting with the steps below, trying to export again after each one.

Please note as well that if you're still using the QuickBooks Online app for Windows/Mac, it's best to use a browser. I know that a number of users are still using that app, however, it was decommissioned in April, so we can't guarantee it'll still work as it needs to. We also cannot troubleshoot any issues with it anymore. Using a browser will help ensure that everything is working as it needs to be.

 

Taking steps like these can often resolve issues like things seeming not to work for whatever reason. If they don't, however, we'll need a bit more detail to work through this with you. At that point, it may be best to work with our phone, chat, or social media support teams so we can have an in-depth conversation about this to determine the next steps. Here's how you can reach out.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

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