I can export a report into Excel, however there is no way to refresh it from QB or from Excel.
One problem appears to be the need to save it as a macro-enabled workbook from Excel. If I save it as an .xlsm as Excel recommends, I cannot refresh it from QB.
When trying to save as an .xlsx file I get the Excel message regarding "Excel 4.0 function stored in defined names" and losing that.
If I save it as an .xlsx, when I go to update it, I get the quickbooks error ""We're sorry, but QuickBooks doesn't support updates for this type of report. Please export the report from QuickBooks again."
I get the same error when updating it if I saved it as an .XLS file.
If I save it as a Macro Enabled workbook .xlsm, Quickbooks Desktop will not let me select the file.
In no case, do I see a "Quickbooks Tab" as referenced in the help file in Excel.
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