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office-saltblue-
Level 1

When I export to excel the numbers do not sum. Why is this?

 
1 Comment 1
LollyNino_C
QuickBooks Team

When I export to excel the numbers do not sum. Why is this?

Greetings! @office-saltblue-. Thanks for posting here in the Community space. I recognize the importance of being able to export reports in QuickBooks. Let me give you insights about exporting to Excel. Then, ensure you'll be able to view the report with accurate information.

 

Before proceeding, when you said that the numbers do not sum, did you mean that you only see the zeroes amount after exporting into Excel? If so, to get the correct values in your financial statement, you just need to click the Enable Editing button in the upper part of the Excel file. 

 

When exporting reports to Excel, it will give you the file in a protected view. Let me share this article from Microsoft for more details: What is Protected View?

 

See the images below for reference: 

 

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If the issue persists, you'll have to make sure that you're following the recommended operating systems and internet speeds or the system requirements for QuickBooks Online. This is to ensure that you'll get the best experience when using the software without any issues.

 

Additionally, I also recommend updating your Excel to isolate the issue. Outdated Excel may have caused exported reports to show all amounts as zero. Let me guide you on how:

 

  1. Open the Excel file.
  2. Navigate to the File menu. 
  3. Select Account
  4. Click Update Options.
  5. Select Update Now.

 

If you need to export a different report, visit this article: Export your reports to Excel from QuickBooks Online.

 

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

 

 

Please let me know if you have further questions or concerns about exporting to Excel in your QuickBooks Online (QBO). I'm here to get you back to business every step of the way. You can always count on us here in the Community to lend you a helping hand when you need it. Have a great day!

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