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stulk
Level 2
posted
‎December 17, 2020 04:47 PM
last updated ‎December 17, 2020 8:47 AM

Updating Excel reports doesn't work: Quickbooks 2019 Desktop Professional and Excel 16.x

I have followed the instructions per this link: https://quickbooks.intuit.com/learn-support/en-uk/exporting-reports/export-reports-as-excel-workbook...

 

And it is not working as described.

 

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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MaryLurleenM
Moderator
Moderator
‎December 17, 2020 05:39 PM

Updating Excel reports doesn't work: Quickbooks 2019 Desktop Professional and Excel 16.x

Thank you for the details, stulk.

 

Let's use the repair tool for QuickBooks Desktop, it resolves the most common errors. Here's how:

  1. If you haven't already, back up your company file.
  2. Restart your computer. This makes sure there are no programs that may affect the repair.
  3. Open the Windows Start menu, then select Control Panel.
  4. Select Programs and Features then Uninstall a Program.
  5. Select QuickBooks from the list of Programs, then Uninstall/Change.
  6. Select Continue, or Next.
  7. Select Repair, then Next.
  8. Once it's done, select Finish.

  9. ​​​​​​​Update your QuickBooks to the latest release. This makes sure you have the most recent fixes and security updates.

Then, try to follow the steps again in exporting the report.

 

Let me know how it goes so I can assist you further if there's a need to.

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