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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.

Show previous replies

A

arly

I just upgraded to Office 2021, not realizing Quickbooks was not up to date.

It is now 2022 and understandably Office 2021 was released in October, but I would expect the 2022 version of Quickbooks to be compatible with Office 2021.

I am NOT going to back out this upgrade as it is on 10 machines. The cost alone does not provide justification to back it all out.

Do I need to find a replacement to Quickbooks?

When will this incompatibility issue be resolved - 2025?

G

GlinetteC

Hello, arly.

We hear your sentiments, and we can see the urgency of getting this resolved.

For now, we're unable to provide a specific timeframe as to when this compatibility issue get fixed. Rest assured that we're looking for a solution as quickly as possible.

You may also check these articles about exporting to Excel in QuickBooks Desktop:

We appreciate your patience while we work for a fix. I'll be around if you have any other concerns.

A

Anonymous

We are experiencing this issue with a brand new computer, new install of Office Home and Business 2019, and the latest version of Quickbooks Enterprise.

We've tried the regedit fix, installs/reinstalls, user access control, modifying Excel options.... The recommended 'fixes' from Quickbooks - for two years(!) are time consuming and don't work.

The copying and pasting of the forum administrators of the same 'fixes' are insulting.

I'm 100% certain there is a good developer at Intuit who could fix this. Why hasn't this happened? What a complete waste of time.

B

bookkeeper352

I am also having trouble exporting a report to Excel, I am using Enterprise 20., I am trying to export the open invoices report to excel. I get the blue circle of death and have to end task as QB's is not responding. I can export other reports and was able to export this report twice 2 days prior but not since. I have spent hours on the phone with Intuit trying to fix but to no avail, can anyone help me with this?

R

ReymondO

Hey there, @bookkeeper352.

I'll share additional troubleshooting steps to help you export your reports to Excel.

Let's start by updating 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.

Then, open QuickBooks and try exporting the report again. If you're still getting the same result, check out our 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.

In case your Excel version isn't compatible with QuickBooks, you'll need to upgrade to the supported one.

If you're using a compatible version, 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.

You can also uninstall and reinstall your QuickBooks Desktop and Excel application to refresh their settings and configurations. For your reference, suggest checking out these links:

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

Let me know how it goes by clicking the Reply button. The Community Team got your back. Have a great day!

B

bookkeeper352

I tried all the steps below, as I said I can export other reports, just not the "open invoice" report, I was able to export it twice a few days ago, but have not been able to export since, QB's goes straight to "not responding" and I have to end task to get out of if. I tried on two other computers to no avail, it's like there's a memory blocking it that needs to be cleared.

A

Anonymous

What's great about this, and the 'fix', is that it's not permanent. I was able to fix this by uninstalling both Office Home and Business 2021, and Quickbooks, but unfortunately the issue came up again. Either Office or Quickbooks likely had an update and the 'fix' was nullified. So now I'm uninstalling everything again, and reinstalling again.

G

gkeallen

I am able to export a report to Excel, however, my accountant cannot do so. Is there a setting that needs to be changed on our end or what can I tell him to do?

G

GebelAlainaM

Thanks for joining the thread, @gkeallen.

I'll ensure to provide the troubleshooting steps so your accountant can export the report to Excel.

In QuickBooks, there should be an option for your accountant to export reports to Excel. To fix the issue, you'll want to let your accountant update its QuickBooks software. This process ensures QuickBooks works in its optimal state. Visit this link for guidance: Update QuickBooks Desktop to the latest release.

If the issue still exists, let your accountant change the Windows User Account Control (UAC) Settings. Since UAC is used to protect your system from unwanted threats suspects QuickBooks and its related processes as a threat to Windows security and blocks some or all of the actions performed by the user in QuickBooks. Disabling it will help resolve the error. See the steps below:

Go to the Windows Start button and search UAC.
Select the Change User Account Control Settings option and change the settings to Never Notify.
Hit the OK button and restart your Windows.
Then, export a form or report from QuickBooks in Excel format and check if the error is resolved.

Moreover, you'll want to consult an IT professional since it's an Excel issue. That way, they can check if the problem is within the accountant's windows.

I'm also attaching these articles for future reference in managing Accountant's copy in QuickBooks:

Keep me updated if you have clarification or additional concerns about managing reports in QuickBooks. I'm always around to help you.

M

Mark_AG

Hello there, @plcrouse.

I'm here to guide you in exporting your reports from QuickBooks to Excel successfully. I recommend following the steps provided by my colleagues and other users above to ensure it works in every scenario. First, let's ensure that your QuickBooks Desktop is updated to the latest release.

To fix the issue, I recommend changing the Windows User Account Control (UAC) Settings. UAC may block QuickBooks actions as a security threat. Changing UAC settings can resolve this. Disabling it will help resolve the error.

Here's how:

Go to the Windows Start button and search UAC.
Select the Change User Account Control Settings option and change the settings to Never Notify.
Hit the OK button and restart your Windows.
Then, export a form or report from QuickBooks in Excel format and check if the error is resolved.

Moreover, you can also try exporting the report while not using RightNetworks for QuickBooks to further isolate the issue. It's best to consult an IT expert to ensure everything runs properly.

Furthermore, you can learn how to customize reports in Quickbooks Desktop if you want to personalize your reports before you export them.

If you have additional concerns about exporting reports from QuickBooks Desktop, feel free to leave a reply below. I'm always here to help.

L

LukeWithAbstract

This is incredibly pathetic and embarrassing on Intuit's behalf.

How has it been years worth of these complaints and not a single compatibility solution has been implemented.

Its insane that you can't open QuickBooks Settings and specify an Excel/Office installation. Absolutely insane. Extremely pathetic and shameful support/development.

We manage IT for numerous clients who have QB. Everytime they update office they also have to completely fresh install QB? Do you know how insanely moronic and time consuming that is?

Please be better this is unbelievable that I found this thread from years ago and there's still the exact same non-solution being offered.

"Oh idk, I guess reinstall." WHAT!?!?

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