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Level 1

add excel file to an estimate

I like to add excel spreadsheet files to my estimates.  I use quickbooks online.  When I am using a windows PC, there is no problem and the files add without any glitches.  But when I am on my Mac and try to add an excel file using MICROSOFT EXCEL for Mac, Quickbooks gives me an error about security when I try to add the excel file.  Why??? How do I fix this??

3 Comments
Highlighted
Moderator

add excel file to an estimate

Hello mlbuch,

 

I'm here to help you fix the error message so you can attach the Excel file to your estimate.

 

You can attach Excel files (.xls, .xlm, .xlsx) to your forms, depending on the file extension. What is the exact Excel file extension name that you need to attach? Knowing this would help us find out the cause of the issue.

 

In the meantime, please check this list of acceptable files that you can attach in QuickBooks Online (QBO):

  • PDF
  • JPEG
  • PNG
  • DOC
  • XLSX
  • CSV
  • TIFF
  • GIF
  • XML

If your file extension is not in the list, you might want to use a supported file format to attach on the estimate. For more details about the attachment feature in QBO, check out this article: Attachments in QuickBooks Online.

 

Alternatively, you can double-check the Excel File name to make sure there is no space before the extension. The file name should look like this "filename.xlsx". Then add the attachment once more.

 

Here's how:

  1. Find and open the desired estimate.
  2. From the bottom left, select Attachments.
  3. Browse and select the document you want to attach.
  4. Select Open, then Save and close.

Please let me know how this turns out or if you have other questions about QuickBooks Online. I'll be around to help. Have a great day!

Highlighted
Level 1

add excel file to an estimate

This still isn't working.  Its only when I'm using my Mac and creating the spreadsheet in the "Excel:Mac from 2011"

 

What can be done?  Its very inconvenient to have to save each of my files to a PDF in order for it to be attached 

Highlighted
Anonymous
Not applicable

add excel file to an estimate

Hello, @mlbuch

 

I appreciate you trying out the steps provided by my colleague in this thread. 

 

If you're getting the same security error after trying the workaround, please contact our Online Care Support to investigate this further. I'll also make sure to send a feedback regarding this error. 

 

As always, feel free to drop by again in the Community if you have other questions about adding attachments to your estimate. I'm always here to help.

 

 

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