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Level 2

Quickbooks Desktop compatibility with office 365

If QB desktop 2019 is compatible with Office 365 (Excel) why can I not export to Excel?  The only option I have is to export to a CSV file.  I have gone through all the trouble shooting topics and have had no luck in getting this to work.

34 Comments
QuickBooks Team

Re: Quickbooks Desktop compatibility with office 365

Hello there, @clfp.

 

Thanks for reaching out to us. I’ve got some steps to try to fix the export to Excel issue in QuickBooks Desktop.

 

You should be able to export the report since QuickBooks Desktop 2019 is compatible with Office 365. If the only available option is to export to a CSV file, it can be due to the following:
•    Excel is not installed on your computer.
•    It's installed across a network.
•    The local Excel installation is damaged.

 

If Excel is installed on your computer and isn’t damaged, update QuickBooks to its latest release version and export the report once more. If the same problem occurs, try to repair the software.


Repairing QuickBooks can fix any program-related issues or errors. Before doing so, prepare the QB Desktop installation CD or download the installer from the website if the software is purchased through the phone or online.

 

Follow the steps below to repair QuickBooks:
1.    Restart the computer.
2.    Back up your QuickBooks company file.
3.    Go to Start and then Control Panel.
4.    Select Programs and Features
5.    In the list of programs, select QuickBooks.
6.    Choose Uninstall/Change, then click Continue and Next.
7.    Click Repair and then Next. Wait for it to complete.
8.    Once done, hit Finish.

 

Here’s an article for your reference: Fix QuickBooks Desktop (Windows).

 

If you continue to get the same result after performing these steps, check out this article for other recommended solution: Export option for Excel is grayed out.

 

That should do it. Please give this a try and let me know how it goes. If you have any questions, leave a reply below. I’ll be here to answer them for you. Thank you for reaching out and take care!
 

Level 2

Re: Quickbooks Desktop compatibility with office 365

I have done all this with a support person remoted in on my desktop.  Her answer after nothing worked is that it must not be compatible.  Office is installed locally on my computer.  Excel is not damaged, QB is up to date and has been 'repaired' several times for other issues (including this one).  It is frustrating that I am not able to utilize the product to its full capacity.

QuickBooks Team

Re: Quickbooks Desktop compatibility with office 365

Thanks for the prompt response, @clfp.

 

I appreciate you trying out the steps above. I have some additional troubleshooting that could help fix the problem.

 

This solution is usually provided to users who are having an issue exporting reports to Excel. You need to toggle the User Account Control (UAC) in Windows to resolve this.

 

Here’s how:

1.    Turn off UAC by selecting the Windows Start button.
2.    Go to User Account Control Settings by typing Change User Account Control Settings, then press Enter or typing Control panel and press Enter. Then, select User Accounts and click Change User Account Control Settings.
3.    Move the slider to Never Notify and click OK.
4.    Restart your computer and open QuickBooks.
5.    Go to Reports and select a report you want to export.
6.    Click the Export button.

 

Once done, all export options, including Excel, should now be available. 

 

Here’s an article that tackles more about this: Export option for Excel is grayed out.

 

That should get you pointed in the right direction. Please touch base with me if you need further assistance, I'll be here to help you out.  Thanks for coming to the Community, I'll keep an eye out for your response.

Level 1

Re: Quickbooks Desktop compatibility with office 365

This solution did not work for me. I spent almost 4 hours on support with Intuit. 2 hours yesterday and 2 hours today. The final answer - contact Microsoft :(

QuickBooks Team

Re: Quickbooks Desktop compatibility with office 365

Hi there, @JSAdmin.

 

Thanks for joining the Community today. I'm here to help share some information about exporting reports to Excel from your QuickBooks Desktop.

 

Being unable to export a file to Excel in QuickBooks Desktop usually gets resolved by following these solutions:

However, if none of these works for you, I'd suggest reaching out to Microsoft. This way, they'll be able to check the connection between their application into our software. 

 

This should get you moving today.

 

Please let me know how it goes. I'm just a reply away if you need additional assistance with exporting files to Excel in QuickBooks Desktop. Have a nice day ahead!

Level 2

Re: Quickbooks Desktop compatibility with office 365

Did anyone get this to work?  I am having the same issue.  We installed Office 365 earlier this week and upgraded QuickBooks to Premier 2019 today and I am still not able to export into Excel.  My IT guy is coming in next week but I need this today.

Anonymous
Not applicable

Re: Quickbooks Desktop compatibility with office 365

I appreciate you joining in the discussion @HillCC. Allow me to step in and help share some insights about QuickBooks Desktop compatibility with Office 365.

 

You should be able to export into Excel as long as your Office 365 is locally installed. If you've already tried the troubleshooting steps provided by my colleagues but still can't export to Excel, I'd suggest reaching out to Microsoft directly so they can isolate this issue further. You can refer to the link provided by @BettyJaneB.

 

 

That said, if you need some references in the future, you may check out our site for related articles: Help articles for QuickBooks Desktop.

 

Let me know if you have additional questions about import/export issues. I'm also here to help.

Level 2

Re: Quickbooks Desktop compatibility with office 365

I am on chat with Microsoft.  They are less than helpful.  as long as Excel opens and works then there is nothing wrong with Office and it must be an Intuit issue.  They also tell me that Quickbooks will ALWAYS default to a .csv file and i would have to save it as an actual .xlsx file after exporting it.  I can export a Payroll Summary report from Payroll, that goes right into an Excel file, however when I click Update Report, i get an error msg that 'It is not a valid QB Report Excel Sheet'  so why doesn't Excel recognize the QB report that it just created?  Here is a screen shot of the QB report and the error i get when i try to update the report

Level 2

FIXED!!!! Re: Quickbooks Desktop compatibility with office 365

We were able to fix this issue by uninstalling Office 365 and reinstalling it using the 32bit version rather than the 64bit version.  QuickBooks is a 32bit program and does not function properly with 64bit Office 365.  

 

Good luck!

Level 1

Re: Quickbooks Desktop compatibility with office 365

A likely solution seems to be that QuickBooks is a 32bit application, and requires the 32bit version of Office 365 to be compatible. If you have the 64bit version of Office installed, I recommend uninstalling Office 365 and reinstalling it as 32bit.

Level 1

Re: Quickbooks Desktop compatibility with office 365

A likely solution seems to be that QuickBooks is a 32bit application, and requires the 32bit version of Office 365 to be compatible. If you have the 64bit version of Office installed, I recommend uninstalling Office 365 and reinstalling it as 32bit.

Level 1

Re: Quickbooks Desktop compatibility with office 365

Why no support for Open Office. Why should your customers purchase something from Microsoft?

QuickBooks Team

Re: Quickbooks Desktop compatibility with office 365

Hi there, @Separsell.


Microsoft Office is listed as the software compatible with QuickBooks. You can still use Open Office since it’s one of the supported alternative programs you can use when using the desktop version.


For more information, the 5 Free Alternatives to Microsoft Office article provides a list of software that can work with QuickBooks.


Please know the Community has your back. If you have any other concerns or questions, post a comment below. I’m here ready to help further. Have a good one.

 

Level 1

Re: Quickbooks Desktop compatibility with office 365

How?  I get an error not finding Office

QuickBooks Team

Re: Quickbooks Desktop compatibility with office 365

Hello there, @sparsell.

 

Using Open Office in QuickBooks Desktop is easy. You'll just need to export and save the file on your computer then open the file using Open Office. Let me show you how.

 

Before we proceed, may I know the exact error message you receive? Any additional information would be greatly appreciated.

 

To get started, let's export your data in QuickBooks Desktop first. Here's how to export items:

 

  1. Go to the Lists menu, select Item List.
  2. Click the Excel drop-down, then choose Export all Items.
  3. In the Export window, select Create a comma separated values (.csv) file.
  4. Assign a file name, then choose the location where you want to save the file.

To export Customers, Vendors, and Reports data, you can read this article for the detailed steps and information: Import/Export CSV Files.

 

Once done, locate the file and open it as an Open Office. Here's how:

 

  1. Find the file where you save it.
  2. Right-click on the file.
  3. Select Open with.
  4. Choose Open Office from the list.
  5. If Open Office not on the list, click Choose default program.

Please know that your Open Office must be installed locally. I've attached a screenshot below for your visual reference.1.PNG

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help

 

Just hit the Reply button below if you have additional questions. I'll be right here to help.

Level 1

Re: Quickbooks Desktop compatibility with office 365

Sorry for the misunderstanding. I need to edit the letter template without purchasing Word. Somehow you have to tell Quickbooks to open the template with Open Office. 

QuickBooks Team

Re: Quickbooks Desktop compatibility with office 365

Thank you for the quick reply, @sparsell.

 

If you need to edit the email template in QuickBooks Desktop (QBDT), then you can simply follow these steps:

 

  1. Open your QBDT, then go to the Edit icon at the top menu bar.
  2. Select Preferences and click on Send Forms in the left panel.
  3. Hit the Company Preferences tab, and click on the Edit tab.
  4. In the Email Template make the necessary modification or click on the Insert Field button if you wish to add fields on your template.
  5. Click Save to remember the changes.

You may also check this helpful article for additional reference: Customize email templates in QuickBooks.

 

If you have any other questions, just leave a comment below and I'll be right here to assist you. Have a wonderful day ahead!

Level 1

Re: Quickbooks Desktop compatibility with office 365

I believe you are describing editing of an existing template. I need to create a new template we will use for an automatic warranty form generator. I had made one years ago that has disappeared. 

QuickBooks Team

Re: Quickbooks Desktop compatibility with office 365

Thanks for coming back to us for clarification, @sparsell.


AngelynT provided the steps to modify an email template. Instead of choosing the Edit button, create your own customize letter by clicking Add Template.


Here’s a screenshot for visual reference:

 


You also have the option to set up a separate form for each transaction and use it as default when emailing through QuickBooks. Follow these steps:

  1. From the Send Forms Company Preferences, click the Email Templates drop-down and select a transaction type.
  2. Tap the Add Template button to open another window.
  3. Enter a Template Name and mark it as your default.
  4. Update the email body or letter.
  5. Once done, hit Save.

Company Preferences 1.PNG Company Preferences 2.PNG

 

I recommend checking out the article provided by my colleague for the details.


Please let me know if you're referring to something else. You can leave a comment below with additional information, and we'll take it from there. Have a good one!

Level 1

Re: Quickbooks Desktop compatibility with office 365

You need Microsoft for Letter Templates. We need support for other FREE products.

 

QuickBooks Team

Re: Quickbooks Desktop compatibility with office 365

Hi sparsell,

 

I'd like to jump in and add some information about OpenOffice. Let me share it with you and help you create a new template.

 

While QuickBooks is design to work with Microsoft Windows, we have several free apps as an alternative. One of it is the Apache OpenOffice. You can visit their website to download for free.

 

To see the list of other alternatives, please check our blog: https://quickbooks.intuit.com/r/tech-review/5-free-alternatives-to-microsoft-office/.

 

Once you're finish downloading, go back to QuickBooks and create a template again.

 

I've also added our page about income and expense in case you need some help articles for your future tasks. 

 

Please know that we're always here to help whenever you have questions. Don't hesitate to reach out.

Level 1

Re: Quickbooks Desktop compatibility with office 365

I'm using Apache OpenOffice 4.1.6,

Still asks for Microsoft.

Moderator

Re: Quickbooks Desktop compatibility with office 365

Good day, sparsell.

 

You need to set Apache OpenOffice as the default app on your computer.

 

Here are the steps:

  1. From the Windows Start menu, go to Settings.
  2. Go to Apps and choose select the Default apps tab.
  3. Choose the Set defaults by app link and look for Apache OpenOffice.
  4. Click on the app and select Manage.
  5. Check the list of file associations and choose Save.

If the problem persists, use the free Google Docs app instead. This is a web-based application in which you're able to create and modify an email template and stored online.

 

You can search online to download this application.

 

Let me share this article for future reference: Why You Should Use Google Docs for Your Small Business.

 

If there's anything else you need, please let me know by leaving a comment below. I'm here to help. Have a good one.

Level 1

Re: Quickbooks Desktop compatibility with office 365

Thought you were onto something. Re-installed Apache to confirm file type associations. Alas, to no avail.

Microsoft QB Error.png

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