Report Headers

Hi there, @MrsCrawdaddy.

Let me help you view your report's header in Excel. 

Once you export reports in QuickBooks Desktop, make sure to get its latest version. This way, you'll have to most updated version and fixes. Here's how:

1. In Microsoft Excel, go to the QuickBooks tab. Excel adds this automatically the first time you export the report.
2. Select Update Report to get the latest version of the report from QuickBooks.

If the same things happen, update QuickBooks to its latest release and ensure that your Microsoft Office is compatible with your current QBDT version. To check, see QuickBooks system requirements in these links: 

• System requirements for QuickBooks Desktop 2018 and Enterprise Solutions 18.0
• System requirements for QuickBooks Desktop 2019 and Enterprise Solutions 19.0
• System requirements for QuickBooks Desktop 2020 and Enterprise Solutions 20.0

After this, try exporting your reports to Excel again. If you're still unable to see the report's header, repair Microsoft Office. The issue might steam from Excel itself. 

For more troubleshooting steps, please check out this article: Fix export to Excel issues in QBDT.

Please let me know how it goes. I'm here whenever you need help further help with QuickBooks Desktop. Take care and stay safe always!

I tried doing that but I'm getting this error:

This application has not accessed this QuickBooks company data file before. The QuickBooks administrator must grant application permission to access QuickBooks data file for the first time

How do I grant myself access. 

Thanks for getting back to us, @MrsCrawdaddy. 

Let's make sure you have the access to perform these steps in QuickBooks Desktop. Please take note that only master admin can create and grant permission to your company file.

I'd recommend reaching out to them so they can set your role and provide you access. This way, you can update the program and fix the error in the Excel report. 

To get more info about managing roles, check out this article: Create and manage users and roles in QuickBooks Desktop Enterprise.

Moreover, admins can set data-level permissions in QBDT. This will help them provide specific access to different areas in QuickBooks.

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

I have access to the admin login for our QuickBooks account and I am set up as a full access user.

Thanks for the additional information, MrsCrawdaddy.

Having the access to admin and a full access setup should give you the permission to open QuickBooks Desktop (QBDT) data files. In your case, let's try downloading the QuickBooks Tool Hub. This tool is designed to automatically diagnose and fix common issues within the software.

Below are the instructions on how to do it:

1. Close QuickBooks.
2. Download the most recent version (1.4.0.0) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
6. Once the  QuickBooks Tool Hub is open, select Program Problems.
7. Select Quick Fix my Program.
8. Start QuickBooks Desktop and open your data file.

For more information about the different users and restrictions in QBDT, check out this article: QuickBooks Desktop Users and Restrictions.

If your issue is persisting, I suggest getting in touch with our Customer Support Team again. They'll try to help open an investigation to deeply look over this situation. 

1. Go to the Help menu.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Give a brief description of your issue, then proceed with Let's talk. 
5. Then choose your preferred way to get in touch with them.

Also, you can check this link for more details and ensure to check their Support hours section to know when agents are available: Contact QuickBooks Desktop support.

You know where to go if you have follow-up questions or other concerns about managing users. Always here to help. Have a great.

I have the same issue-- after doing an upgrade, the Financial reports (Balance Sheet, P&L, Cash Flow) now export to Excel without any formatting-- the headers are gone, the spacing is wrong, etc.  When I hit "update report" in Excel under Quickbooks tab, it says not possible.  I've updated QB and repaired Office.  Not sure what else to do?

This is what I found that helped me: 

After you hit create new worksheet to export to excel, select the Advanced options.

There's a bunch of things in there, but somehow mine got set to show headers on printed reports only - though I never changed that. 

You can also get rid of that export guide page which I've always found super annoying. 

It sounds like the option to show report headers is set to print only, which puts the report header in the excel page header - where many prefer it.

If so, you can change it back as you send a report to Excel, as shown: