Question

Report Headers

Forum|Forum|4 years ago
February 17, 2022
3 replies
1 view

Starting in 2022, when I export a report out of QuickBooks into an excel spreadsheet the header is missing. I looked at the settings and they header; type; & date are checked but it is still not coming up on the spreadsheet. How do I get that back??

QuickBooks Desktop

R

ReymondO

Moderator

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:

In Microsoft Excel, go to the QuickBooks tab. Excel adds this automatically the first time you export the report.
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:

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!

M

MrsCrawdaddyAuthor

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.

R

ReymondO

Moderator

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.

K

KSteel

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?

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MeganCPI

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.

BigRedConsulting

Level 15

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:

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