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Unable to export to Excel

Forum|Forum|7 years ago
March 19, 2019
15 replies
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I am currently using Desktop Pro 2017 and upgraded my MS Office to Office 365. Since the upgrade I have been unable to export anything to Excel. I've repaired, updated, and reinstalled several times with no change. Can anyone please help me figure out why my Excel options are greyed out?

QuickBooks Desktop

Best answer by Rose-A

Thanks for checking in with us, nicblack01.

I want to make sure you'll be able to export everything into Excel. Let's get you back up and running.

It’s good you’ve performed some troubleshooting steps to resolve the issue. Since you tried out all the possible troubleshooting steps to resolve the issue, I recommend reverting the MS Office updates.

Once done, you can try exporting anything in your QuickBooks again.

This article is a good reference: Export option for Excel is grayed out.

I'm still here if anything may arise while exporting to Excel via QuickBooks Desktop.

Rose-AAnswer

Thanks for checking in with us, nicblack01.

I want to make sure you'll be able to export everything into Excel. Let's get you back up and running.

It’s good you’ve performed some troubleshooting steps to resolve the issue. Since you tried out all the possible troubleshooting steps to resolve the issue, I recommend reverting the MS Office updates.

Once done, you can try exporting anything in your QuickBooks again.

This article is a good reference: Export option for Excel is grayed out.

I'm still here if anything may arise while exporting to Excel via QuickBooks Desktop.

nicblack01Author

Would 32 bit VS 64 bit versions of Excel have any effect on whether I can export or not?

AlcaeusF

Hello there, @nicblack01.

Thanks for getting back to us in the Community. Allow me to chime in for a moment and share some additional information about exporting to Excel.

No, it won't affect whether you can export or not. QuickBooks is capable of integrating Office 2010 and Office 2013/365 (including Outlook 2010 and 2013) both on 32 and 64 bit. However, if you have the web version of Office 365, you need to install it locally so that it'll be supported by QuickBooks.

Once done, try to re-export your Excel files again to double-check.

That should get you pointed in the right direction. Please let me know how it goes or if you have any additional questions. I'm always here to answer them. Take care and enjoy the rest of the day!

nicblack01Author

Reinstalling Microsoft Office 365 and updating both Quickbooks and Office allowed me to export reports as Excel.

Please add this to the "Excel is Greyed Out" page and see if Tech Support can figure out what caused 32 bit to work when 64 bit didn't.

Thanks again for all the support today.

I tried clean installs, updating, disabling UAC, and restarting my computer. Nothing worked until I reinstalled MS Office as the 32 bit instead of 64 bit.

J

JamesDuanT

Thanks for the feedback, Nic. We're glad you've installed the 32 bit version of Microsoft Excel.

I'll let our QuickBooks Article Management Team about your suggestion. This would help other users in the future.

We'll be right here if you have other concerns. Have a great day!

T

thenerd

We have Quickbooks 2018 Pro and now having problems after upgrading to Office 2019. It's giving some out of memory error. Can you help?

D

deannarogers10

I was just having the same problem after reinstalling everything on a new computer. What finally worked for me is under the Options/Settings, check the box that says "Force Alternate Connection Method Provided for Excel 64-bit"

B

burgope

Can you explain how to get to the "Options/Settings"?

IamjuViel

Hello, @burgope.

The Option/Settings configuration can be performed in your Excel.

So you'll be assisted in forcing the Alternate Connection Method Provided for Excel 64-bit, I'd recommend contacting an IT Professional or consult with Microsoft Excel's Technical Support Team. They have the tools to look up your Excel setting via a secured remote access session.

For additional insights, you may check these articles:

Feel free to get back to us here in the Community if you have other questions.

B

bnshrut

I'm having the same issue.

Running QB Pro 2020 and Office 365.

Because of memory issues related to Data Query in Excel, I need the 64 bit version of Excel.

When I click for Excel export, everything but CSV is greyed out.

JenoP

I'll help you fix the issue so you can export your reports, bnshrut.

I also checked the system requirement and the 64 bit version of Excel is compatible with QuickBooks 2020.

Have you also tried all the troubleshooting steps that are shared in the previous replies? If not, please follow these steps that can resolve exporting issues in QuickBooks Desktop:

Repair Microsoft Office. Here's an article from Microsoft's support site to guide you through: https://support.office.com/en-us/article/repair-an-office-application-7821d4b6-7c1d-4205-aa0e-a6b40c5bb88b.
Temporarily turn off your User Account Control Settings. Follow the steps here: Change User Account Control (UAC) in Windows.

Once done, restart your computer and log back in to the company file. Then, check if you can already export the report.

If you're still getting the same result, proceed to uninstalling and reinstalling QuickBooks Desktop. Then, try again one more time if you can already do it.

Additional details about exporting reports are also discussed here: Export Reports As Excel Workbooks In QuickBooks Desktop

I'll be around if you still need additional help when exporting the report.

R

rkbuddha13

I am getting frustrated with this issue on not being able to export to excel (grayed out options). Everything worked fine for the years I have used QB's until a couple months ago. So something changed in the last couple months either with QB's or MS Office. Given QB's propensity to force upgrades on customers by eliminating features I am more inclined to think QB's changed (usually every 3 years which we are at). Plus I have had zero issue with running MS Excel. After working with QB's support team, I was told it is a Microsoft Office issue and contact them. Unfortunately, getting in touch with anyone from MS Office support is near impossible let alone getting support on MS Office 2010.

I have tried everything listed in the thread. Here is my profile:

QB's Desktop 2017 Premier

MS Office 2010

Windows 10

I have uninstalled and reinstalled both applications. I have tried installing MS Office first and second, 32-bit version and 64-bit version.

I have tried repairing both, updating both, changing UAC, unchecking options, etc...

I have lost count on the number of restarts.

Not sure if this helps diagnosis but when i go to QB's, click reports, select create new worksheet, it creates a new MS Excel background process. But worksheet options are grayed out. Maybe it is creating the process for the .csv file, not sure.

Please help. We need this capability.

A

Arjun1

Our customer had the same issue, the final fix was > Control Panel > Default Apps > Make Excel as the default app .

Also make sure the o365 Excel has no License errors (Excel > File > Accounts > Reactivate)

C

Chernipeski

Make Excel the default app for which file type to resolve the issue please?

JoesemM

I appreciate your thoughts and suggestion about making excel a default app, @Chernipeski.

QuickBooks Desktop uses different types of files to store various types of data. It also integrates with hundreds of other apps that can help you export reports.

While using the Excel file, it requires Microsoft Excel 2019, 2016, 2013, or Microsoft 365 (includes 64-bit) when exporting reports. You can save reports as Excel workbooks (.xlsx), CSV spreadsheets, or PDFs and analyze them in Microsoft Excel.

I've added these articles that you check about different file types and software compatibility:

For more tips about managing reports in QuickBooks Desktop, you can also check out these articles:

Please know that the Community always has your back, so don't hesitate to let me know If I can be of any assistance. Feel comfortable tagging me in your comments, @Chernipeski.

G

gayatriluthfias20

Hi @nicblack01 , may be you'll need this tool for further data import/export : https://transactionpro.grsm.io/qbo . Gald to assist you.

A

AEBILO630

I'm posting this here to save someone the headache that I had to go through.

After installing Office 365 as a test, and then removing it - the excel options were going from QB.

I uninstalled, reinstalled, repaired, etc. etc. with no luck.

using regedit - Delete the 1.9 key under:

HKEY_CLASSES_ROOT\TypeLib\{00020813-0000-0000-C000-000000000046}

Then restart QB - problem solved.

J

JasonRW

Unfortunately this didn't solve it for us. Kind of silly this hasn't been fixed by Intuit in almost 2 years.

Angelyn_T

Hi Jason.

I've got some additional troubleshooting steps to help you with exporting your reports to Excel.

To get started, I recommend updating your QuickBooks Desktop to the latest release. This keeps your software up-to-date so you always have the latest features and fixes.

Here's how:

Go to the Help menu, then select the Update QuickBooks Desktop tab.
Switch to the Update Now tab. You can select the Reset Update checkbox to clear all previous update downloads.
Select Get Updates to start the download.
When the download finishes, restart QuickBooks.
When prompted, accept the option to install the new release.

Once done, open QuickBooks and try exporting a report:

Go to the Reports menu and open any report on the list.
Select the Excel button. All export options, including Excel, should be available.

If you still can't export your report/s, you can proceed with checking your QuickBooks system requirements. Each version of QuickBooks Desktop works with specific versions of Microsoft Office. You can review the system requirements for your version of QuickBooks: 2018, 2019, 2020, 2021. If your Excel version isn't compatible with QuickBooks, you'll need to upgrade to the supported one.

If you have the compatible version, you can repair your Office application to fix the problem. Then, go back into QuickBooks and export a report.

As an additional solution, you can also toggle your Windows UAC settings on and off. This should reset anything blocking the export feature.

Here's how:

Open the Windows Start menu. Type User Account Control Settings into the search and open User Account Control Settings.
Select and move the slider to Never Notify. Then select OK.
Restart your computer.

Moreover, you can also uninstall and reinstall your QuickBooks Desktop and Excel application to narrow down the result. For your reference, suggest checking out these links:

If you need additional help with exporting your QuickBooks reports to Excel, please let me know by adding a comment below. I'm always here to help. Have a good day!

S

smcanada

Renaming the Key worked for me! I do not like to delete it just in case. Thank you for the solution

K

Kyleighmickolick

Create new worksheet grayed out when exporting report to excel from Quickbooks Desktop Premier 2021
Newest Version of Excel - 32 bit
- Updated QuickBooks
- Updated Excel
- Updated Office
- Uninstalled/Reinstalled QB
- Uninstalled/Reinstalled Excel
- Uninstalled/Reinstalled Office
- Made sure Excel was able to be used
- Repaired QuickBooks Desktop in Programs and Features
- Repaired Microsoft 365 in Apps & Features
- Repaired Office in Apps & Features
- Used Print & PDF Repair tool in tool hub
- Restarted PC

Now has Create new worksheet button when exporting report to excel

@nicblack01 wrote:
I am currently using Desktop Pro 2017 and upgraded my MS Office to Office 365. Since the upgrade I have been unable to export anything to Excel. I've repaired, updated, and reinstalled several times with no change. Can anyone please help me figure out why my Excel options are greyed out?

K

KnoxFarm

OK. Here's what worked for me about an hour ago. I did a repair on QB via the Control Panel, which did not work. I then did a repair on 365, again via the Control Panel. It =is= working...sort of. I only use the Summarize PR in Excel report frequently. Now, when Excel opens I get a message saying that QB_Payroll_Link.xlt has a problem and asks if I want to repair it. I click on Yes and it chugs away and opens the report. As it's opening, 2 more messages pop up saying that a Pivot Table has been repaired. As all I need is the Employee Summary tab, and it's accurate, I have no clue where these Pivot Tables are and if they are working correctly.

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