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October 9, 2024
Question

Does anyone have issues with a QB Enterprise reports exporting to excel

  • October 9, 2024
  • 8 replies
  • 111 views

Why did QB's Enterprise all of a sudden stop export reports to excel??  I count on that feature quite often, now I can only do a comma separated value file (csv) and that is a pain to convert and move around items as I need.  Will this issue ever be fixed?

8 replies

QuickBooks Team
October 9, 2024

Thanks for visiting us here today, Cwelch61. Let’s resolve this exporting report concern within QuickBooks Desktop. Rest assured, we’re here to support you every step of the way and ensure to give a resolution to your issue.

 

First, let's update your company file to the latest release to enhance the performance and efficiency of your software. This update will provide you with the latest features, security improvements, and bug fixes that can optimize your experience with QuickBooks.

 

Here's how:

 

  1. Go to Help and select Update QuickBooks Desktop.
  2. Select Update Now, then Get Updates.
  3. Close and reopen your account to install the update again.

 

After that, we can verify whether you meet the system requirements for optimal performance. This will ensure that your setup is compatible and functioning as intended.

 

If your Microsoft Office version is current and you're still facing issues, you can move on to the next steps outlined in the Step 3-6 section: Fix export to Excel problems in QuickBooks Desktop: Fix export to Excel issues in QuickBooks Desktop.

 

I'm including this page in case you experience any issues with your company file. It provides detailed instructions and troubleshooting steps to help you resolve issues with your company file: Can't open your company file in QuickBooks Desktop.

 

Share your questions you may have about exporting data in QuickBooks Desktop. We're here to help you. Keep yourself safe.

cwelch61Author
October 11, 2024

The comment made to update my Microsoft Office is not the solution as my IT company updates every night.  This feature stopped working a few UPDATES ago.  One update and it just stopped working.  I really think this is not a Microsoft issue.  And I wish it would work again because I really used this feature alot.  I feel this is an issue with QB's because after one of the updates, can't remember which, that feature stopped working.  I think there needs to be a fix in QB's, not Microsoft.

QuickBooks Team
January 24, 2025

Mine won't even convert it to xls file, it creates a "comma separated value, csv" file.  Then I have to go in a manipulate it.  It just won't work and I CANNOT get QB's to understand and they can't figure it out.

Will your QB's export a smaller file to excel without it being a .csv file??  I don't understand why QB's can't figure this issue out and fix it. 


Hi there, cstocker and cwelch61. We appreciate you bringing up the issues with QB Enterprise reports converting to CSV files instead of XLS, and the problem with exporting reports that contain large numbers of rows. Let's work together to resolve this so you can get back to managing your tasks smoothly.

 

The 32,769-row limit when exporting to Excel is a significant issue, especially for large datasets like your General Ledger, cstocker. To work around this, try exporting your General Ledger in smaller segments, such as quarterly or monthly chunks, instead of the entire year. This way, each export will have fewer rows and stay within the limit.

 

On the other hand, when exporting the report in QBDT, there's another option besides a CSV file. Let me help you export your reports directly to Excel, cwelch61.

 

Here's how:

 

  1. When running the report, click Export.
  2. Click the dropdown button on either, Print, Email, or Excel.
  3. When you click print, the report will be saved as a PDF file.
  4. When you click Email, you'll have the report sent in Excel and PDF.
  5. Then, for Excel, you'll have a saved copy as a CSV file.

 

Furthermore, you can refer to this article to learn how to export data in QBDT: Import or export MS Excel files.

 

Additionally, I'm going to add this in case you're having trouble opening your company file in QuickBooks Desktop. Visit our support article for step-by-step guidance on resolving the issue: Can't open your company file in QuickBooks Desktop.

 

If you have any more questions or need further assistance, feel free to reach out. I'm here to help!