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Rader
Level 2

Export to Excel Failure

I have a customer who uses QuickBooks Enterprise Solutions 18.0 in a terminal server farm environment.  There are three terminal servers total and all three have QBES 18.0 installed, as well as Microsoft Office ProPlus (aka Office 365 MSO v16.0.11126.20102 32-bit).  There are multiple users on these servers and all users are experiencing the same problem regardless of QB company file.

 

When attempting to export employee payroll data from Quickbooks (Reports menu -> Employees & Payroll -> Summarize Payroll Data in Excel), Excel reports "We found a problem with some content in 'QB_Payroll_Link.xlt'. Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes."

If the user clicks Yes, the workbook opens, but all of the Pivot Table data has been stripped.  If the user instead clicks No, the workbook does not open at all.

 

When opening the workbook after clicking Yes, Excel pops up a window showing the location of the .xml file containing the error displayed in the attached screenshot.

This export to Excel worked as recently as September, but is not working now.  I have been unable to find any information regarding this issue in my searches.  Do you have any ideas?

108 Comments 108
ssmaupin
Level 2

Export to Excel Failure

I'm experiencing the same error.

IamjuViel
QuickBooks Team

Export to Excel Failure

Thanks for bringing this exporting error to my attention, @ssmaupin and @Rader.

 

Exporting your payroll reports is my priority. With that being said, allow me to walk you through repairing your QuickBooks Desktop to resolve this issue.

 

Here's how:

  1. Restart your computer to close unnecessary programs interfering with QuickBooks.
  2. Back up your QuickBooks company file.
  3. Go to Start and then Control Panel. 
    • In Windows 8/8.
      1. Click the Start menu.
      2. Go to  Search.
      3. Type in Control Panel.
      4. From the results, select Control Panel.
  4. Select Programs and Features. If necessary, select Uninstall a program.
  5. Choose QuickBooks in the list of programs and click Uninstall/Change.
  6. Click Continue, then, Next.
  7. Go to Repair then Next. Wait for the Repair to complete.
  8. Choose Finish.

Once repair is completed, restart your computer to make sure all QuickBooks components are updated and repaired. Make sure to download the latest QuickBooks release and the latest payroll tax table when you open QuickBooks.

 

On the other hand, you can try using lower versions of Microsoft Excel in exporting your reports to excel.

 

For additional insights, you may check out these articles: 

If the issue persists,  I'd recommend reaching out to our Technical Support Team. A specialist will be able to further assist you via secured remote access session.

 

Here's how:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select your QuickBooks Product.
  3. Choose your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

I wish you continued success with your business. Feel free to click the Reply button if you have other questions about exporting your payroll report.

Rader
Level 2

Export to Excel Failure

Repairing did not work.  In fact, the repair failed on all three terminal servers due to some temp files being missing, so the repair had to be rolled back.  I ended up using the installer to perform a repair, but even after that, the same error persists when exporting to Excel.

 

We tested on another computer at another company running the same version of Quickbooks (Enterprise 18) and the same error persists there.  I have a feeling the problem lies with the pivot table template file (the .xlt file mentioned in the error) that QB installs.

Anonymous
Not applicable

Export to Excel Failure

Hello Rader,

 

Thanks for giving a try to repair your QuickBooks. Have you tried repairing the Excel app? You can give it a try. If it won't still fix, please give us a phone call. Our technical team can investigate the cause and escalate it to our engineers. 

 

Here's how to get our phone number:

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select the version of QuickBooks, and click Contact Us.
  3. Type-in Technical Support on the search tab.
  4. Click Get the Phone number below. 

If you have any questions, please post them here.  

Rader
Level 2

Export to Excel Failure

That is a lot of steps to find a phone number.

 

I will try an Office repair on the servers but I don't have high hopes. Thanks.

krista tuls
Level 2

Export to Excel Failure

I am having the exact same issue.  I have updated to Quickbooks Desktop Pro Plus 2019 from the 2018 version.  The export to excel was working in October when I did the third quarter taxes, but not anymore.  I had hoped updating to the 2019 version would fix whatever is wrong, but it didn't.  There was an update in December that I think is causing the issue in Quickbooks.  Do you have a solution for this yet?

Anonymous
Not applicable

Export to Excel Failure

Hello, @Rader and @krista tuls.

 

Allow me to join the conversation and help share some information about exporting payroll data. 

 

I've checked and verified that there is an ongoing investigation of this error. At this time, our Engineering Team is working to get this issue resolved as soon as possible. 

 

In the meantime, our temporary workaround is to run the report from the previous quarters and when asked to update, select YES and it'll able to pull up the data correctly. If this won't work, the possible fixes would be a clean install of QuickBooks and Excel. You can refer to this article for the detailed steps: Using clean install for Windows.

 

I'd still suggest contacting our Desktop Care Support so they can add your company details to our containment list. You will then be notified with the latest update via email. 

 

Please bear with us. You're always welcome to visit us again if you have other questions. I'll be here to help.

E_Martinez
Level 1

Export to Excel Failure

Our accountant was on the phone with Intuit for two hours yesterday, with nothing getting accomplished.  Same exact problem as you and I've been poking around the Internet all morning trying to figure it out.  I should preface this by saying that I'm fairly tech savvy and know enough to follow directions and look for certain things, but I'm by no means an expert.  After much digging, I fixed it!  And it was repeatable multiple times on both of the computers that use QB.  Both solutions were ones I found online, for semi-related issues, so I can take no credit for anything but combining all of this for your perusal.  Sorry for the incoming wall of text.

 

Some background:  We're on Windows 7, running QB Enterprise 2018 Contractor, using Office 2007 (and therefore Excel 2007, although I also have Office 2016 for some reason that may or may not be non-operational at the moment), on two computers (one has the company file, the other just has full access to it).  We were trying to run a report - Reports -> Employees & Payroll -> Summarize Payroll Data in Excel.  Kept coming up with "We found a problem with some content in 'QB_Payroll_Link.xlt", where clicking 'Yes' came up with a messed up report that was of no use.  The repair message was "Excel was able to open the file by repairing or removing the unreadable content.  Global PivotTable report information was repaired due to integrity problems."

 

Queue the call to Intuit.  They poked around through remote access for a couple of hours and said that it was an Excel problem.  I couldn't figure why, since both QB and Excel were updated and hadn't been altered for a while and we'd been able to do this all before.  So our accountant figured out how to do a work around (sorry, I don't know how she managed that), but it still didn't fix the underlying problem.

 

So there a couple of things to check.

 

Step One:  I ended up running an update for QB and ran into an error there (Error 15241), which just means that there's a setting in Intuit that wasn't allowing for updates to actually take, as far as I can tell.  I hadn't noticed before that some of the updates had failed, so while I was missing a few on my computer, I know that our accountant's QB install was up to date because I checked. 

 

The fix for that goes like this:  Go to your Start Menu or the My Computer icon on your desktop and right click -> Manage -> go to Services and Applications at the bottom on the left and double click -> click Services -> scroll down to Intuit Quickbooks and double click -> on the General tab, find Startup Type and make sure it says Manual. -> hit Apply and Okay and that should take care of your update difficulties, if you have them.  If it's already set to Manual, yay!  You're fine.  Don't close the window yet.  If you have, don't worry about it, just repeat the steps to get back to Services.

 

Step Two:  Repeat Step One up to Services.  If you're already there, great!  This next part actually comes from me finding out that my attempt to repair Office 2007 didn't work and Office 2016 is somehow messed up and uninstalled it.  That's a separate problem and I don't think it had anything to do with this.  The error was Error 30068-39 (1058) (specifically for Office 2007, I guess), but this fix also works for Error 30068-4 (1058), which seems to be something to do with installing Office 2016.  So it's Service -> scroll down to Office Source Engine, double click -> look at Startup Type and make sure that it's set for Automatic. -> click Apply and Okay and go ahead and close the window, you don't need it anymore.

 

Step Three:  Restart or shut down and restart your computer.  I don't think it really matters which--I had time, so I did a shutdown.  Before you try and run any reports, go into all your Office programs, one by one, and you'll probably see a window that pops up, saying that it's installing it.  Don't freak out--the best I can figure is that it has something to do with the Office Source Engine and how it handles its updates.  It takes a little bit for each program, but everything should open up just fine and I didn't have to put in a license code for the software.  Once you've done all that, trying running a report--when I did it, it popped up with a page that said macros weren't enabled and how to do that and I enabled macros and clicked the option to trust the publisher (Intuit) so that it didn't pop up again.  After a few minutes, the employee report with all the payroll and taxes and whatever other info was in there loaded up without a problem.

 

I have no idea why this works.  I have no idea what happened in the interim between the last time we ran this report back in the last quarter and now.  Just to be sure that it took, I closed QB and ran it again after opening it back up and it worked.  I did the same things on the accountant's computer and tested it twice and that worked too.  I just finished running the same thing again, just to be absolutely sure and it's still working, so I hope this helps you too.  If you're still having problems, sorry, that's all I've got.

 

Best of luck to you!

HoneyLynn_G
QuickBooks Team

Export to Excel Failure

Good day, @E_Martinez.

 

I appreciate you joining this thread and sharing some insights about fixing the Export to Excel function. This will surely help other customers experiencing the same concern.

 

Wishing you and your business continued success!

Rader
Level 2

Export to Excel Failure

@E_Martinez: Nope, changing the Office Source Engine service to Automatic did not resolve the issue for me.  I'm glad it worked for you, though.  As I said, we are running Office 365 in a terminal server environment, so there are a number of differing variables between our two setups. 

Rader
Level 2

Export to Excel Failure

Thank you for the update, @Anonymous.  We will test out the temporary workaround and I'll update here with the results.  

Anonymous
Not applicable

Export to Excel Failure

Hello Rader,

 

We appreciate you coming back. 

 

I've confirmed that there's an on-going issue with Exporting Payroll Data to Excel in QuickBooks Desktop. While our engineers are still working on this, you can try this recommended workaround. 

 

Run the report from previous quarters, then when asked to update select "Yes." You'll be able to pull all the data correctly. If that does not work, let's fix it by using clean install.

 

We'll keep you posted once there's an update. 

andrewlbrown
Level 2

Export to Excel Failure

Same issue here. Windows 10 Pro, Office 365 and QuickBooks Premier Accountant 2018. 

 

Not sure how the recommended "workaround" is even possible. You don't make the choice of which quarter to run the report on until AFTER the Excel error is presented. 

 

This worked as recently as 3 days ago on this exact PC, no user submitted changes to any programs installed.

 

Any updates? 

andrewlbrown
Level 2

Export to Excel Failure

Rollback Office 365 Update Workaround: 

 

I used the instructions here: 

https://support.microsoft.com/en-us/help/2770432/how-to-revert-to-an-earlier-version-of-office-2013-...

 

to roll back to version 16.0.11029.20079 of Office 365 and it is working for me at this current time. 

vhogan
Level 1

Export to Excel Failure

We're having the same issue. It has worked intermittently for us over the past few months.  Worked fine 2 weeks ago and then stopped again, this time with more detail in the error message.  Each error message mentions the pivot table. We've tried several company files and have the same issue each time.

 

Running Windows 10, Office Home & Business 2016 & Quickbooks Enterprise Solutions 18.0

 

It's a busy time of the year and these reports are invaluable to us. Please get this issue resolved asap!

IamjuViel
QuickBooks Team

Export to Excel Failure

I don't want to see you leave because of this exporting issue, @vhogan.

 

I understand the impact of any delay in resolving this exporting to excel issue during this busy time of the year. After collating sufficient data from our customers, our Product Engineers is closely monitoring this case to release a permanent resolution to fix this as we speak.

 

In the meantime, I'd recommend reaching out to our Technical Support Team so you'll be added to the affected user's list. Rest assured,  you'll be notified via email as soon as we have updates for you.

 

Here's how:

  1. Visit: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select your QuickBooks Product.
  3. Choose your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Updates will also be posted through this thread. We appreciate your patience while we continue working on this. I'll be around if there's anything else you need.

kris-ilwu52
Level 1

Export to Excel Failure

I am experiencing the same thing and frustration especially this time of the year. I am using Windows 7 pro with office 365 version 1812 Build 11126.20266. Everything is up to date. Is there an expected time for this issue to be resolved?

FritzF
Moderator

Export to Excel Failure

Hi, @kris-ilwu52.

 

Thanks for joining this conversation. I'm to help make sure this is taken care of.

 

Currently, our Product Engineers are still working to get it fixed as soon as possible. While we don't have a firm timeline for when this investigation will be resolved, I highly suggest contacting our Phone Support team if you haven't yet. They have the tools that can verify your account and add your company details to the list of affected users. Once you're added, we can immediately notify you once the issue has been fixed and provide you the resolution.

 

Here's how to reach them:

 

1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
2. Choose your QuickBooks Product and version.
3. Select a Topic, then click the button that says Get Phone Number.

 

That should point you in the right direction. Thanks for your understanding and patience while we look into this. Please let me know how it goes after contacting them by leaving a comment. Take care always.

gg62
Level 2

Export to Excel Failure

None of the above worked.  The report I need is State  Wages and it is the one with no pivot table choices and the names of the employees appear to be from some generic/instructional file, they certainly aren't our employees.  Any other ideas to get the State Unemployment numbers for last quarter?

gg62
Level 2

Export to Excel Failure

None of the above worked.  Any other ideas on how to get the State Unemployment report?

AlcaeusF
Moderator

Export to Excel Failure

Hello there, gg62.

 

It would be my pleasure to help you run a report for State Unemployment in QuickBooks Desktop.

 

We can run the Payroll Detail or Payroll Detail Review report to acquire the information you need for your state.

 

To run the Payroll Detail report, follow these steps:

 

  1. Click the Reports tab at the top menu bar.
  2. Select Employees & Payroll, select Payroll Item Detail.
  3. Choose a date range.
  4. Click Customize Report.
  5. Go to the Filter tab.
  6. Below Current Filter Choices, select Payroll Item.
  7. Click the drop-down arrow below Payroll Item.
  8. Select Multiple payroll items.
  9. Choose the items you want to filter.
  10. Click OK twice.

You can also run Payroll Detail Review per employee to show what you need:

 

  1. Click the Reports tab at top menu bar.
  2. Select Employees & Payroll.
  3. Select Payroll Detail Review.
  4. Choose a date range.
  5. Click Customize Report.
  6. Go to the Filter tab.
  7. Below Current Filter Choices, select Payroll Item.
  8. Click the drop-down arrow below Payroll Item.
  9. Select Multiple payroll items.
  10. Choose the items you want to filter, then click OK twice.

Please don't hesitate to reach out to me if you have additional questions or concerns. The Community is always here for you.

Brannon
Level 2

Export to Excel Failure

Any update on this issue?  I'm having the same problem.

Brannon
Level 2

Export to Excel Failure

I was able to get the state wage by clicking on Employees, then Payroll tax forms and W2's, then tax from worksheets in excel and then select state wage listing.

Anonymous
Not applicable

Export to Excel Failure

Thanks for joining the conversation, @Brannon,

 

I want to share an update about the problem when exporting the Summarize Payroll Data report to Excel.

 

Our Support Team currently tagged this as an ongoing issue with QuickBooks Desktop Payroll. They're closely working to implement a solution for this unexpected hurdle. While they do, I'd recommend getting in touch with our Payroll Care Team so you're added to our notification lists of affected users.

 

Here's how to contact us:

  1. Go to this link: https://payroll.intuit.com/support/contact/?infosrc=qs&service=16
  2. Click the Payroll menu.
  3. Select View Contact Info.

You can have our representatives add you to the investigation number INV-24874. Once added, you'll get live notifications when an update is available.

 

As a workaround, you can run the report from previous quarters. When you're asked to update, select "yes". That should help you pull all the data correctly. If that does not work you can perform clean install of QuickBooks and Excel.

 

Please let me know how this goes, @Brannon. I'm here to help you anytime. All the best!

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