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I'm generating a custom report of my bills so i can export them to excel or csv.
I'm listing sales tax codes with their amounts. I've added the Sales Tax Code column and they show correctly in the report. However, as soon as i hit export, the column ends up clearing itself just before exporting and ends up being blank in Excel as well and i really need it.
Why is that column not exporting its values?
Thanks
Solved! Go to Solution.
Hi LauraAB,
Thank you for trying to help but the problem has absolutely nothing to do with excel or Microsoft.
1) A CSV file is not an excel file, it's a simple text file, it only happens that excel (among countless other programs) can open it.
2) The report is generated properly in QB, every column shows correctly including the one i'm having trouble with. I can see hundreds of transactions with their sales tax codes, not one is missing so i'm reasonably certain that it's not because of possible damage to the file or the report would not show correctly to begin with.
As i mentioned before, QB clears all the values of the column (in the report) when i hit export, i can see them vanish. If i Refresh the report, they all come back.
When i look at the csv file (with notepad), i can see all the data except the values for that field which are blank. If there were corruption, i would see some garbage but it's 100% clean.
I will take your advice and contact QB support first thing Monday.
Thank you for trying to help and a good weekend!
EDIT:
I managed to find an alternative solution to my problem.
In QB, i went to Sales Tax -> Tax Agency Detailed Report, then i added the Tax Code column, i exported it and the tax codes now show on every line in excel or in a csv file.
There are two possible reasons why things like this happen, stbigras.
It could be that your Excel version is outdated. That's why there are data that will not be included when exporting. You'll have to update it, and then try exporting your custom report again.
It's also possible that your spreadsheet is corrupted. In this case, I'd suggest reaching out to Microsoft. They'll guide you on how to fix this issue.
You can check this reference when exporting your report: Export report from QuickBooks Desktop to Microsoft Excel.
Please keep in touch with me after trying updating your spreadsheet. I'm here to make sure everything's fine.
Thanks for the reply, unfortunately it's not an issue with excel or the spreadsheet, i just exported to csv, opened it with notepad and their values for the column are blank, the rest is intact.
When i hit export in QB, i can see the values gradually disappearing from the column's report before being exported, they seemed to be forcibly removed and i'm not sure why.
Hi stbigras,
I'll do what I can to help you get to the bottom of this. I agree with AdrianRose_A that it doesn't hurt to check with Microsoft to make sure that things are running okay on that end as well. I appreciate that you tried opening the CSV in another program, however the file is still an Excel file, which may be where the problem lies.
Here's a troubleshooting step you can take in QuickBooks Desktop: check for data damage on your company file. Sometimes data damage can cause behaviours such as what you're describing. Following the steps in the article, you can check your file and learn how to repair the damage if there is any.
Apart from that, you're welcome to give support a call at 1-877-772-9158 to troubleshoot with agents. With tools such as a screen share session, they'll be able to get a better idea of what's going on and let you know how they can help. Pro and Premier support agents can be reached at any time as the lines are open 24/7. Enterprise and ProAdvisor agents are available from Monday to Friday between 9 a.m. and 8 p.m. ET. Read the Intuit QuickBooks Desktop software support policies to learn more.
Have a great weekend!
Hi LauraAB,
Thank you for trying to help but the problem has absolutely nothing to do with excel or Microsoft.
1) A CSV file is not an excel file, it's a simple text file, it only happens that excel (among countless other programs) can open it.
2) The report is generated properly in QB, every column shows correctly including the one i'm having trouble with. I can see hundreds of transactions with their sales tax codes, not one is missing so i'm reasonably certain that it's not because of possible damage to the file or the report would not show correctly to begin with.
As i mentioned before, QB clears all the values of the column (in the report) when i hit export, i can see them vanish. If i Refresh the report, they all come back.
When i look at the csv file (with notepad), i can see all the data except the values for that field which are blank. If there were corruption, i would see some garbage but it's 100% clean.
I will take your advice and contact QB support first thing Monday.
Thank you for trying to help and a good weekend!
EDIT:
I managed to find an alternative solution to my problem.
In QB, i went to Sales Tax -> Tax Agency Detailed Report, then i added the Tax Code column, i exported it and the tax codes now show on every line in excel or in a csv file.
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