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Level 2

Exporting a report to Excel

When I try to export a report to Excel, the file is created and it shows the data exported.  Two things... in Excel 2007 there is text in the formula line which flashes and it reads:  =EMBED("Forms,TextBox.s","").  When you press the escape button in Excel, the file just freezes.  You cannot save the file nor can you make any modifications to it.  Your only alternative is to use Task Manager to end the Excel session.

 

Now, using Office 2019, you go through the process of exporting the file to Excel but nothing actually happens.  The timer indicator comes on for a few seconds and then reverts to the mouse pointer button and waits for the next command.

 

Using Quickbooks desktop Pro 2020.   Did not have this problem with QB 2015.

 

I have tried all the reinstall, uninstall, repair for both Microsoft and Quickbooks but nothing seems to work.  For info there is no problem sending a report via email and sending it in Excel format.

 

Anybody got any ideas before I lose it totally !!!

 

Solved
Best answer May 21, 2020

Best Answers
Highlighted
Level 2

Exporting a report to Excel

Thank you so much for your response.  I tried the proposed solutions but unfortunately they did not work.

However, I managed to get a chat with one of the Level 2 support agents regarding QB2020 and apparently there is a known bug with excel reporting.   This will apparently be fixed in the next update (circa next month).

 

Thank you again for your assist and I will let everybody know when the update is available and the bug fixed.

 

Eileen

View solution in original post

4 Comments 4
Highlighted
QuickBooks Team

Exporting a report to Excel

Hi there, @eileen999.


Let me help you fix this so you can go back to business.


You’ll want to update your Microsoft and QuickBooks Desktop to the latest release, so you always have the latest features and fixes. Here’s how:

 

  1. Close your company files and QuickBooks.
  2. Open the Windows Start menu.
  3. Search for QuickBooks Desktop. 
  4. Click the Help menu and select Update QuickBooks Desktop.
  5. Go to the Options tab. 
  6. Select Mark All and then select Save.
  7. Go to the Update Now tab and select the Reset Update checkbox.
  8. Hit Get Updates.
  9. When the update finishes, close and reopen QuickBooks Desktop, then select Yes.


You can check out this article for more information about the compatibility of QuickBooks Desktop and MS Office: QuickBooks Desktop crashes when exporting a report to Excel worksheet.

 

For your future reference, we have some articles that can help you organize your QuickBooks account: Help articles. You can click on each topic to view them.


I'll be around to help if there's anything else you need. Take care always.

Highlighted
Level 2

Exporting a report to Excel

MadelynC, thank you for your response, it really is appreciated.  I have tried your solution and the following is the current position.

 

Now when I export a report in Excel format, the mouse timer shows for about 10 seconds and then switches back to the mouse pointer to indicate that the task is completed.   However, there is no Excel file or it is just somewhere in cyberspace.

I have tried all the suggested methods of resolving this but no luck.

I now do not even have an excel file to view.

Using QuickBooks Desktop Pro 2020 and Microsoft Home office 2019.   All updated, repairs, reinstalled and individually in working order.   I can still send a email message with a report (in Excel format).  This is so puzzling.

Eileen

 

Highlighted
QuickBooks Team

Exporting a report to Excel

Hello there, eileen999.

 

It looks like a previously installed add-on may be interfering with Excel when you're doing with the update. Let's repair Microsoft Office so you can successfully export reports without issues.

 

You can follow these steps to repair Microsoft Office. Once done, go back to QuickBooks and export a report. However, if the same thing happens. toggle Windows UAC settings on and off. This resets anything blocking the export feature. Here's how: 

  1. Open the Windows Start menu. Type User Account Control Settings into the search and open User Account Control Settings.
  2. Select and move the slider to Never Notify. Then select OK.
  3. Restart your computer.

If you're still unable to export a report to Excel, I suggest reaching out to our support team so they can help you work on this through screen share. They also have the tools to pull up your account in a secure environment and provide you other troubleshooting steps to solve the issue.

 

Please touch base with us if you need further assistance. I'll always be right here to help you anytime. 

Highlighted
Level 2

Exporting a report to Excel

Thank you so much for your response.  I tried the proposed solutions but unfortunately they did not work.

However, I managed to get a chat with one of the Level 2 support agents regarding QB2020 and apparently there is a known bug with excel reporting.   This will apparently be fixed in the next update (circa next month).

 

Thank you again for your assist and I will let everybody know when the update is available and the bug fixed.

 

Eileen

View solution in original post

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