Question

Export to Excel Failure

Forum|Forum|7 years ago
January 15, 2019
9 replies
3 views

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?

QuickBooks Desktop

S

ssmaupin

I'm experiencing the same error.

IamjuViel

Level 8

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:

Restart your computer to close unnecessary programs interfering with QuickBooks.
Back up your QuickBooks company file.
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.
Select Programs and Features. If necessary, select Uninstall a program.
Choose QuickBooks in the list of programs and click Uninstall/Change.
Click Continue, then, Next.
Go to Repair then Next. Wait for the Repair to complete.
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:

Go to: https://help.quickbooks.intuit.com/en_US/contact.
Select your QuickBooks Product.
Choose your QuickBooks version.
On the Contact Us page, click a topic.
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.

R

Rader 11Author

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.

E

E_Martinez

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!

R

Rader 11Author

@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.

HoneyLynn_G

Level 6

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!

V

vhogan

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

Level 8

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:

Visit: https://help.quickbooks.intuit.com/en_US/contact.
Select your QuickBooks Product.
Choose your QuickBooks version.
On the Contact Us page, click a topic.
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.

K

kris-ilwu52

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?

B

Brannon

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

A

Anonymous

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:

Go to this link: https://payroll.intuit.com/support/contact/?infosrc=qs&service=16
Click the Payroll menu.
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!

T

tinahr

I was having the same issue with this report and getting our Ohio Unemployment report to run for 1st quarter 2019.

Our IT guys rolled back Microsoft Office on my computer and also disabled Microsoft Office from installing updates. I was able to run, print and save the report this morning.

IT turned Office updates back on after I ran the report and Excel is back to the normal version.

I hope QB fixes this by the time we have to run 2nd quarter reports, but if they don't there is a work around.

T

tinahr

Hello,

I just tried to run the 2nd Quarter 2019 Ohio Unemployment report and I am still getting the same error as I did for the 1st Quarter 2019.

I am wondering why this has not been fixed yet by QB.

Thanks,

Tina

AlcaeusF

Level 14

Hello tinahr,

Welcome to the Community. I want to assist you with the Ohio Unemployment report in QuickBooks Desktop.

Can you share with me the specific error message you encounter when you run the report? Are you referring to the Employer's Contribution and Quarter Summary/Reimbursing Wage Detail form? Any additional clarification like screenshots will ensure a timely solution.

In the meantime, I recommend running the payroll updates to ensure you have the latest federal tax tables and tax forms. Having the latest version will help ensure quarterly reports will populate without any issues.

Here are the steps:

Click the Employees tab at the top menu bar.
Click Get Payroll Updates.
Put a check mark on Download Entire Update.
Click Download Latest Update.

I'm also adding a sample screenshot below:

For additional insight into the payroll tax table, such as the updating process, I'm attaching an article that I recommend:

Download the latest payroll tax table.

As always, you can reach out to me for any concerns you may have with payroll. The Community will be around to lend a hand.

LakeCookSolutions

I'm not sure why Intuit hasn't fixed this in over a year.

I noticed it was still broken a couple of months ago. So I investigated the issue and found several issues with the template. I fixed them and tested the fix in about two hours. It was easy enough.

I posted the fix on our site here: Summarize Payroll Data In Excel « Big Red Consulting

Hey @BigRedConsulting,

Thanks for the template, this corrected the issues as you described. I wanted to ask a follow up- I have a client on the latest Quickbooks Premier Contractor Edition 2020, alongside Microsoft Office 365 (2019ish), on a fresh install of Windows 10 1909 fully updated. This was all downloaded and installed this past week. When using the template, it seems that the Excel window opens and shows a status in the lower right hand corner of "Creating Temporary Backup." and it just sits there. It seems that when we click on the Excel window, sometimes we'll get a not responding message and then it pops up. I can't seem to figure out why bringing this window into focus would affect this. If we don't touch the window it seems to come up in several minutes on 8th Gen i7, top tier m.2 NVMe Solid State Drive computers w/16GB of RAM. It loaded using the stock template and Office 2010 in around 20 seconds. Have you seen this in the wild and could point us in the right direction? Thanks again for the template, it's a lifesaver.

Thanks,

John@LCS

1

112760vlf

I’ve had the same problem, and I found a workaround. Hope this helps, I know I did for me:

Reports>employees and payroll >summarize payroll data in Excel
click “yes” with the “We found a problem with some content in ...” message.

When the date option pops up click “options/settings” within that box. Next check the box beside of “customize employee information in PivotTables”.

Select the date desired, and get QuickBooks data. It will start to load and whenever you are able to, click the close repairs to QuickBooks data link.

Next a box will pop up that says “QuickBooks payroll work book-define with custom fields” and lists employees names. I just click OK, doing nothing.

after it loads into a spreadsheet, click OK and the information you need should be under the tab that says “calculated %”, last tab in my spreadsheet.

Select which item you want to look at it has a column for wagebase, the amount, and even the calculated percent.

Another way you can do this is to uncheck your protected view options in the trust center of Excel. Just do a search on how to open items up “not” in protected view in excel. If you do it this way I would suggest changing it back after you open up your QuickBooks file. You will get the same messages with the Quickbooks error but just check through it as usual And remember to always go to the “Calculator %” tab instead of the state wage listing tab.
Hope this helps!