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Nzfarooq
November 25, 2020
Question

When I export Balance Sheet in excel from QBO, no value is exported for the accounts

  • November 25, 2020
  • 2 replies
  • 0 views

Whenever I export balance sheet in excel from QBO, the excel sheet have all the account heads but for each the balance is zero.

The error is not occuring for exporting in pdf or printing directly but is only happening when I export in excel. How do I fix this? 

2 replies

AlexV
AlexV
November 25, 2020

Thanks for posting here, Nzfarooq.

 

I understand that you need to export reports to Excel file. 

 

This issue has been reported already and our product team is now working on a fix. In the meantime, I suggest you contact our Customer Support Team. They'll add you as affected user and you'll receive updates about this behavior.

 

The new "Help" menu interface: 

  1. Click the (?) Help icon and choose the Talk to a human option (then type it again when prompted).
  2. When asked by the bot, type "INV-52502".
  3. Select I still need a human, then proceed with Contact us.
  4. Tap Let’s talk then choose either Get a call or Start messaging. 

For the old "Help" menu:

  1. Click the Help icon, then the Contact Us button.
  2. Type "INV-52502" in the What can we help you with box.
  3. Proceed with the Let's talk button.
  4. Select either Start messaging or Get a call button.

You can check these links for more info about reports:

Post again here if you have more questions. We'll respond as soon as we can.

M
mrsjzed
January 18, 2021

I'm having this same issue.  Was a way to resolve determined?  Thanks! 

R
rvrfrf
January 18, 2021

Hi there, mrsjzed. Thanks for becoming part of the Community.
 

I'd be delighted to help check for updates about the investigation ticket AlexV had referenced. Our Product Investigations Team transferred it to a new case number, INV-52078. They've additionally posted an update.
 

After researching the issues with subscribers reporting that zero balances were displaying on their Excel reports, our team identified that the values are present on exported spreadsheets. If you're using Office 365, they recommend updating your Protected View settings. This can be accomplished by following the process outlined in Microsoft's What is Protected View? article.
 

If you continue encountering a zero balance on reports after updating your preferences, you'll want to get in touch with our Customer Care Team and reference the main case. They'll be able to pull up your account in a secure environment and conduct further research. Detailed steps for reaching them can be found in my colleague's post above.
 

I'll be here to help if there's any additional questions. Have a lovely day!

    M
    mrsjzed
    January 18, 2021

    This worked.  Thank you! 

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