I exported a custom report to Excel but it is all zeros. It does not bring numbers. The same report exported to PDF perfectly.

TomG92 · ‎February 15, 2024

In Excel, the format of the report matches the report online. All the categories and classes are there, and the format is the same, it's just that instead of my values, there are zeros.

ChristineJoieR · ‎February 15, 2024

Hello there, TomG92. I'll help you how you can fix this exporting challenge in QuickBooks Online.

To ensure the accurate values appear in your financial statement, simply click the "Enable Editing" button located at the top of the Excel file.

When you export reports to Excel, the file will be presented in a protected view. Here's an article from Microsoft that provides further information on this topic: What is Protected View?

If the issue persists, you can perform the basic troubleshooting steps provided here: Troubleshooting browser problems.

I'd also like to share these articles for additional reference:

Don't hesitate to reach out to us again if you need anything else.

View solution in original post

ChristineJoieR · ‎February 15, 2024

Hello there, TomG92. I'll help you how you can fix this exporting challenge in QuickBooks Online.

To ensure the accurate values appear in your financial statement, simply click the "Enable Editing" button located at the top of the Excel file.

When you export reports to Excel, the file will be presented in a protected view. Here's an article from Microsoft that provides further information on this topic: What is Protected View?

If the issue persists, you can perform the basic troubleshooting steps provided here: Troubleshooting browser problems.

I'd also like to share these articles for additional reference:

Don't hesitate to reach out to us again if you need anything else.

TomG92 · ‎February 16, 2024

Thanks, Christine. That was exactly what I needed to do. I appreciate your help!

Tom G

Tori B · ‎February 16, 2024

On behalf of my colleague, you're certainly welcome, @TomG92.

Please feel free to reach out any time you need a helping hand. We've got you covered. Take care!

TStruss · ‎September 20, 2024

Hi, I am having this same issue but when I hit enable editing, it still doesn't work.

IrizA · ‎September 20, 2024

I can share some information regarding this, TStruss.

Since you mentioned that the Enable Editing button is unavailable, it's best to check the Protected View settings and ensure the options are appropriately set. You can consider disabling the Protected View for files originating from the internet or other locations if you trust the source.

On the other hand, if it contains a Save a copy button, you can click it since there are instances when the downloaded content from the web can be in a read-only state.

You can also access this article to print your reports: Run reports in QuickBooks Online (QBO).

We're still here to help if you have additional questions regarding exporting your reports in QBO. Please let us know in the comment section.

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I exported a custom report to Excel but it is all zeros. It does not bring numbers. The same report exported to PDF perfectly.