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Join nowWhenever I export balance sheet in excel from QBO, the excel sheet have all the account heads but for each the balance is zero.
The error is not occuring for exporting in pdf or printing directly but is only happening when I export in excel. How do I fix this?
Thanks for posting here, Nzfarooq.
I understand that you need to export reports to Excel file.
This issue has been reported already and our product team is now working on a fix. In the meantime, I suggest you contact our Customer Support Team. They'll add you as affected user and you'll receive updates about this behavior.
The new "Help" menu interface:
For the old "Help" menu:
You can check these links for more info about reports:
Post again here if you have more questions. We'll respond as soon as we can.
I'm having this same issue. Was a way to resolve determined? Thanks!
Hi there, mrsjzed. Thanks for becoming part of the Community.
I'd be delighted to help check for updates about the investigation ticket AlexV had referenced. Our Product Investigations Team transferred it to a new case number, INV-52078. They've additionally posted an update.
After researching the issues with subscribers reporting that zero balances were displaying on their Excel reports, our team identified that the values are present on exported spreadsheets. If you're using Office 365, they recommend updating your Protected View settings. This can be accomplished by following the process outlined in Microsoft's What is Protected View? article.
If you continue encountering a zero balance on reports after updating your preferences, you'll want to get in touch with our Customer Care Team and reference the main case. They'll be able to pull up your account in a secure environment and conduct further research. Detailed steps for reaching them can be found in my colleague's post above.
I'll be here to help if there's any additional questions. Have a lovely day!
This worked. Thank you!
My reports from QBO won't export with any numbers either - I am running on Excel 2016 and can't seem to get anything but -0- instead of amounts.
This isn't the kind of experience we want you to have when exporting reports from QuickBooks Online (QBO), @HeatherVela1. That's why I'm here to ensure you're able to export the amounts on your reports and manage your company data accordingly.
When you export reports from QBO to Excel, it's recommended to use 64-bit versions of Windows. This way, you can have more resources such as processing power and memory. You can check and update your info by selecting the File tab from the Excel ribbon. Then, choose the Account option and click About Excel. Please see the screenshot below for your reference.
In case the issue persists, you can perform any of the following workarounds:
Also, financial reports in QBO give you great info about your business. You're able to customize them and focus on the details that matter the most. Then, save its current customization settings to have the same filters when pulling them up again. If you wish to learn more about this, you can check out this article: Memorize reports in QuickBooks Online.
Let me know how it goes in the comments below. If you have other concerns about exporting reports from QBO, I'm just around to help. Take care always.
It's 2023, and I'm still having this problem. Did it never get fixed?
We appreciate you joining the thread. We'll provide important information to help you get through and export reports with corresponding balances.
Before anything else, please be aware that the recommended system binary digit when exporting reports is 64-bit. It will allow you to collect a ton of data as it has the processing power needed. We'll input the steps to help you check your current setup:
If you're using Office 365, you'll want to review and edit the Protected View settings. With this, you can read a file, and see its content and edit it while reducing the risks of catching viruses, and other potentially harmful malware. See this page for more information: What is Protected View?
In addition, you can visit these articles to help you customize a report, and keep your current settings for future use inside the program:
Feel free to inform us on how it goes. We'll be here, ready to help you with managing business reports inside QuickBooks. Keep safe.
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