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D
dlale
August 15, 2022
Question

When I schedule a report from QuickBooks online, and click on the 'add file as an excel' - it appears to be exported in the ancient .xls file format. I need it as .xlsx

  • August 15, 2022
  • 1 reply
  • 0 views
The report I'm scheduling is being imported into a PowerBI report which needs the more modern file format to work automatically.

Is there any way of changing the export format on the report scheduler? I am aware that individual reports can be exported as .xlsx but that is no help here. Also aware of using Power Automate Desktop to carry out a file type switch - also no help here. And I don't want to have to create an API just for this purpose or use an external parsing service.

I just want QBO to export a modern excel file. Surely, not too much to ask from an accounting package......?

1 reply

A
Ashleigh1
August 15, 2022

Hello Dlale, 

 

Welcome to the Community page, 

 

Not that im aware of, but you can either leave feedback about it or you can call the helpline on 0808 234 5337 and they can may be raise an investigation for it. 

 

S
snewcomb
January 29, 2023

Hi,

 

have there been any changes on this?

 

I'm in the same boat. I've gotten around it with VB code to open the xls and save it as an xlsx, but I'd really like to get rid of that step for a couple reasons. Since when you manually export to Excel it creates an xlsx, I don't know why the scheduled one is different.

 

Alternatively, exporting as a csv would also work.

 

Thanks

F
FateCandylaneT
January 29, 2023

We're glad to have you here joining this thread, Snewcomb. I'll share information to ensure you're able to export scheduled reports in a .xlsx file format.

 

As I've tried replicating it on my end, I was able to run and export a schedule report using the .xlsx file type. The process does not require me to go through a .xls format. That said, there are times when stored cache files can cause an interruption while using our feature in your regular browser. 

 

To help you fix this, let's perform some troubleshooting steps to identify any browser-related issues. You can refer to these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl + Shift + N.
  • Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P.
  • Safari: Command + Shift + N.

 

If these reports are exported as .xlsx file types, you can go back to your regular browser and clear its cache.

 

Moreover, I'm adding this reference to guide you if you'd want to import lists of your business products and services: Import products and services into QuickBooks Online. This way, you'll able to track and categorise your company's services.

 

Let us know if you have additional questions about exporting scheduled reports in QBO. We'd always be here, willing to help. Take care!

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