Financial Statements in excel are zeros??

Hi there, shermizzle.

When exporting reports to Excel, it will give you the file in a protected view. Let me share this article from Microsoft for more details: What is Protected View?

To get the correct values in your financial statement, you just need to click the Enable Editing button in the upper part of the Excel file. 

I'd also like to share these articles for additional reference: 

• Export Your Reports To Excel From QuickBooks Online
• Common Custom Reports In QuickBooks Online

Don't hesitate to reach out to us again if you need anything else. 

Hi shermizzle,

Hope you’re doing great. I wanted to see how everything is going about exporting your reports to Excel. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

HI - I have this same issue but it does not go away when I enable editing from the protected view. The cells, if you click into them, have data, but show as zero. Copying and pasting the data does not solve the problem - everything still shows as zero

Welcome to the Community, jrpell. I appreciate you performing JenoP's recommended steps.

To verify my understanding, is this happening with other reports, aside from your balance sheet and profit & loss?

Since data in the file's cells are displaying as zeros in Excel, I'd recommend getting in touch with Microsoft's support team. You'll be able to find contact methods on their website.

Please feel welcome to send a reply if there's any questions or additional details you'd like to provide. Have a wonderful day!

IThis is an issue with the Budget to Actual Report. its an issue with the quickbooks download, not microsoft excel since all of my other spreadsheets downloaded to excel are fine. It is really frustrating that QBO does not seem to "believe" any of the users when they say the reports are broken and don't offer solutions besides clearing your cache, going incognito or trying a different browser (none of which worked)

Having this same issue and Microsoft indicated that they believe the issue is from QuickBooks and they do not support this issue. Since file is opening in excel they say its an issue with how the reports are being exported.

A work around is to highlight the columns individually, Data>Text to Columns>Finish. Its annoying to have to manually highlight each column but its better than nothing I suppose.

I have these files also send to me in an automated email on the first of each month. Same issue with that. Any other work arounds QBO?

Hi there, stellapi.

Thank you for visiting the QuickBooks Community. I'll be sharing details on how exporting reports in Excel works. Then, ensure you'll be able to view the report with accurate information.

As mentioned above, you have to click the Enable Editing button in the upper part of the Excel file to show the correct amount of data in your financial statement. Otherwise, the report appears as zero in Excel.

If the issue persists, you'll have to make sure that you're following the recommended operating systems and internet speeds or the system requirements for QuickBooks Online. This is to ensure that you'll get the best experience when using the software without any issues.

Additionally, I also recommend updating your Excel to isolate the issue. Outdated Excel may have caused exported reports to show all amounts as zero. Let me guide you how:

1. Open the Excel file.
2. Navigate to the File menu. 
3. Select Account. 
4. Click Update Options.
5. Select Update Now.

If you don't see the Update Options, this means you already have the latest version of Excel. In this care, I suggest contacting the Microsoft Support team. There, they'll be able to provide you with some steps on how to troubleshoot your Excel.

If the problem continues to occur, I advise reaching out to our QuickBooks Support Team. They have the tools to pull up your account to investigate the cause of the problem so you can get back on track as soon as possible.

Lastly, you may refer to this article to view a table list that contains different reports that are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

You’re always welcome to post a reply below if you have other concerns exporting reports in your QuickBooks Online (QBO) account. I’ll be around to help you. Keep safe and stay well.

We are having this same issue... zeros in the budget vs. actual on iOS, not MacOS, and only in QuickView on iOS.

We have several reports that are issued automatically on the same day each month.  We have been publishing these same reports with the same configuration for well over a year.  This month, we changed them to use the Excel auto-email version, rather than the default .pdf.  All reports work fine in auto-emailed Excel except for the budget vs. actual reports.

Some of our auto-emails have multiple reports included.  Only the budget vs. actual reports have this issue.

Please reference the attached videos, one from an iOS device, version 15.3.1 and another from MacOS, version 11.6.1.  Please do not say this is a problem with anything but QBO Reporting because enough users have reported this issue for several years and the problem continues, across multiple versions of OS's.

Thanks for letting us know, @PWith. 

I'd be glad to assist you with this matter.

I'd suggest you pull up the same report again and send it to a different email. For us to check if the issue is in the email or in QBO's Set up.

If issue persists, you can contact our QuickBooks Support team. They have the tools to look into your account and investigate  further  and guide you through the process.

Here's how:
 

1. Sign in to your QuickBooks Online company.
2. Go to Help.
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.
   

I'm also adding these following articles for future references:
 

• Export Your Reports To Excel From QuickBooks Online
• Common Custom Reports In QuickBooks Online
  
  

Don't hesitate to reach out to us again if you need anything else. I'm more than willing to lend a hand. Stay safe!

It would be really helpful if responses to help actually read the full issue.  I clearly showed that another user had reported the same issue who uses another email account.

The fact that so many other users have reported this same issue across multiple companies and multiple users, makes it laughable that you would even suggest such a thing.

Please - take ownership of this problem.  It is something in the QBO reporting that only allows certain reports to be viewed when in an editable view.  All reports should be viewable in a read-only/view only mode to even comply with sound accounting principles.  It is not an end-user problem!

Easiest solution I have found is to just save the file to your local drive.

I'm having the same issue, and you didn't really post a solution.  Nothing in what you posted addresses the issue.  

Clicking "Enable editing" doesn't do anything.  I can see the values in the cell i.e. "=5,000", but the cell shows zero and acts like the value is zero.

Having the exact same issue. All numbers in cells are preceded by an '=' which then appears as zeros in the cells when I email it to colleagues. Only if they click into a specific cell do they see e.g. '=1540' otherwise it appears as 0.

QBO team - we all pay a premium to you every month, don't tell busy people to clear caches, email excel sheets around, and harass Microsoft - just fix your own problem! There's enough paying customers here for you to have all the data you need to sort yours bug out - it's an essential report.

Hey Canuk,

I did figure out that once you get your all-zeros spreadsheet opened and enabled editing, you can insert a new sheet into the workbook and copy and paste the entire "all-zeros" sheet into the new tab and see the numbers.  Just a regular copy and paste, no special pastes or anything.

Anyways, that worked for me.  Better than using a PDF.  But if you need a bunch of reports, as I did yesterday, it's still a major inconvenience and really unacceptable.  

Here's a solution that worked for me:

Upon opening the downloaded file in Excel, I discovered that the formula calculation option was set to manual.  Once I changed that to Automatic, the report values appeared in the cells where they are supposed to.

(I agree that Intuit has been terribly neglectful in helping the community on this issue—as I have found with many other issues.  If there was a suitable alternative out there I would switch in a heartbeat!)

I had a similar issue with the Profit and Loss by Customer report. When I looked at cells that should have values, I found that there was an equals sign before the number: "=341" instead of "341" 

(Subtotals and such had formulas adding together the values in other cells.)

To fix the problem, I inserted a column and then deleted it. This caused Excel to actually calculate the value in the cell, and all the numbers appeared in the spreadsheet. 

I have been struggling with this for months, ever since I got a new computer.  Finally, I submitted the problem to Microsoft.  After waiting weeks, they finally let me know that their support for this issue is outside of their  agreement.  Someone posted to copy the worksheet to another sheet, and someone else said to insert a column.  You are both geniuses that can knock the socks off of our Microsoft and QuickBooks support.  Thank you so much!  

This solution works!!

Thanks!!

This solution works!!

Ungraceful but solves my issue for now

Thanks!!

The only work around that I've found is exporting the FS in Google sheets and then converting to Excel.

I would love an actual fix since I need to authenticate EVERY time I download anything to Google sheets.

I have had the same problem consistently (download of any reports to excel leads to a screen full of zeros although there are numbers and formulae in the cells). Different variations of cut and paste seem to solve this glitch on each occasion but it looks like QB has not sorted this out. Thanks to the person who suggested copying into a new sheet - that worked and the new copy is showing the numbers on screen with no problems (I did this with right-click on the tab name, then "move or copy" and just copied the sheet, and the new version is fine) .  That's fine for someone like me who only needs it a few times a month for a small number of downloads but isn't really acceptable for what seems to be a long-term problem in QB. I can confirm that I had already, enabled editing and ensured the sheet wasn't protected. QB is the only application that gives me this problem, I regularly use Excel for other purposes.