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SLT718
Level 1

Excel

I'm trying to run the "Client Ready Payroll Reports" and it tells me that Excel is unable to connect to Quickbooks.  "Be sure Quickbooks is running and a company file is open." I've tried updating, restarting, and it still won't work.  Can anyone help?

1 Comment 1
ShaniamarieC
QuickBooks Team

Excel

Glad to have you here in the Community, @SLT718 

 

I'm here to share insights and help you so you can run your Client Ready Payroll Reports in QuickBooks Desktop (QBDT)

 

Before we proceed, may I know if you have attempted to repair Microsoft Excel or enable macro contents? If not, I suggest trying these steps as they can help identify the issue and allow you to run the Client Ready Payroll report.

 

Errors encountered when exporting reports to Excel are typically caused by one of the following factors: 

 

  • Incompatible versions of MS Office and QuickBooks
  • Damaged MS Office or QuickBooks installations
  • Issues with the report or data file itself

 

Regarding the Client Ready Payroll report after the payroll update. You may want to repair Microsoft Excel or QuickBooks to isolate the issue. For more detailed guidance, you can check out these articles:

 

 

Once done, go back to QuickBooks and check if you can already export the report.

 

Additionally, I've added this article to guide you if you want to personalize reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

 

 Please let me know if you encounter any other issues when running the Client Ready Payroll Report or if you have other concerns related to QBDT in general. I want to make sure everything is taken care of for you. Have a great day!

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