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shermizzle
March 11, 2021
Question

Financial Statements in excel are zeros??

  • March 11, 2021
  • 3 replies
  • 0 views

When I run the Balance Sheet or P&L in the reports module, everything on the screen looks great.  I can print to pdf no problem.  When I print to excel, the downloaded report shows all amounts as zero.  When I look in the actual cell, there is a number.  To SEE the number, I have to copy/paste in the sale cells.  When I paste the numbers back to where they were copied from, the amounts populate just fine.  Here is what I have looked at so far:

 

Excel:  The cell formats are correct, and don't change after pasting.  

QB:  Used different browsers, cleared cache.  

 

Anyone else have this issue?  Its easily fixed, just WEIRD.  

 

 

    3 replies

    JenoP
    JenoP
    March 11, 2021

    Hi there, shermizzle.

     

    When exporting reports to Excel, it will give you the file in a protected view. Let me share this article from Microsoft for more details: What is Protected View?

     

    To get the correct values in your financial statement, you just need to click the Enable Editing button in the upper part of the Excel file. 

     

    I'd also like to share these articles for additional reference: 

     

     

    Don't hesitate to reach out to us again if you need anything else. 

     

    JenoP
    JenoP
    March 12, 2021

    Hi shermizzle,

     

    Hope you’re doing great. I wanted to see how everything is going about exporting your reports to Excel. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

     

    Looking forward to your reply. Have a pleasant day ahead!

      P
      PWith
      April 10, 2022

      We are having this same issue... zeros in the budget vs. actual on iOS, not MacOS, and only in QuickView on iOS.

      We have several reports that are issued automatically on the same day each month.  We have been publishing these same reports with the same configuration for well over a year.  This month, we changed them to use the Excel auto-email version, rather than the default .pdf.  All reports work fine in auto-emailed Excel except for the budget vs. actual reports.

       

      Some of our auto-emails have multiple reports included.  Only the budget vs. actual reports have this issue.

       

      Please reference the attached videos, one from an iOS device, version 15.3.1 and another from MacOS, version 11.6.1.  Please do not say this is a problem with anything but QBO Reporting because enough users have reported this issue for several years and the problem continues, across multiple versions of OS's.

        G
        GebelAlainaM
        April 10, 2022

        Thanks for letting us know, @PWith. 

        I'd be glad to assist you with this matter.

        I'd suggest you pull up the same report again and send it to a different email. For us to check if the issue is in the email or in QBO's Set up.

        If issue persists, you can contact our QuickBooks Support team. They have the tools to look into your account and investigate  further  and guide you through the process.

        Here's how:
         

        1. Sign in to your QuickBooks Online company.
        2. Go to Help.
        3. Select Contact Us.
        4. Enter your concern, then select Let's talk.
        5. Choose a way to connect with us:

         

        • Start a chat with a support expert.
        • Get a callback from the next available expert.
           

        I'm also adding these following articles for future references:
         

        Don't hesitate to reach out to us again if you need anything else. I'm more than willing to lend a hand. Stay safe!

        P
        PWith
        April 11, 2022

        It would be really helpful if responses to help actually read the full issue.  I clearly showed that another user had reported the same issue who uses another email account.

         

        The fact that so many other users have reported this same issue across multiple companies and multiple users, makes it laughable that you would even suggest such a thing.

         

        Please - take ownership of this problem.  It is something in the QBO reporting that only allows certain reports to be viewed when in an editable view.  All reports should be viewable in a read-only/view only mode to even comply with sound accounting principles.  It is not an end-user problem!

          R
          RobertBeckett
          June 16, 2023

          I had a similar issue with the Profit and Loss by Customer report. When I looked at cells that should have values, I found that there was an equals sign before the number: "=341" instead of "341" 

          (Subtotals and such had formulas adding together the values in other cells.)

          To fix the problem, I inserted a column and then deleted it. This caused Excel to actually calculate the value in the cell, and all the numbers appeared in the spreadsheet. 

          C
          cjbezy
          July 12, 2023

          I have been struggling with this for months, ever since I got a new computer.  Finally, I submitted the problem to Microsoft.  After waiting weeks, they finally let me know that their support for this issue is outside of their  agreement.  Someone posted to copy the worksheet to another sheet, and someone else said to insert a column.  You are both geniuses that can knock the socks off of our Microsoft and QuickBooks support.  Thank you so much!  

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