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SSAcctg
Level 1

Reports won't export to Excel and cant be emailed in Excel format

I have QB Desktop 2017 (Enterprise Solutions / Professional Services, edition 17.0).  We work in a multi-user environment on a shared server.  As of today I can no longer export a report to Excel.  Whether I choose "create new worksheet" or "create CSV file" it goes as far as showing the "working" box with the message "sending to excel" and the green bar that shows export progress, but then nothing else happens.  Excel never opens up as it did before. The process just stops. Also, when I try to email the report in Excel format, the hourglass shows up for a seconds but then nothing happens. It never opens the email page with the report waiting to be sent. (Emailing report as PDF file DOES work however - - the issue is only with Excel). Again, this all worked yesterday.  My colleague is able to export and email reports in excel with no issues. Help!

 

 

4 Comments 4
Rose-A
Moderator

Reports won't export to Excel and cant be emailed in Excel format

Glad to see you here in the Community, SSAcctg.

Exporting and emailing your report in Excel format is my priority. Let me help you sort this out.

 

To better isolate this issue, as an initial step, you may want to open a sample company file. This is to check whether this has something to do with your company file or QuickBooks Program.

 

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If you're able to export and email the report in Excel format, we can verify and rebuild your data. The data verification process in QuickBooks is a tool that examines the health of your QuickBooks company data file.

 

To Verify Data:

  1. Choose Window at the top, then Close All.
  2. Choose File.
  3. Click on Utilities.
  4. Verify Data.

To Rebuild Data:

  1. Choose
  2. Click on Utilities.
  3. Rebuild Data.
  4. You will receive a warning message to backup your company file, press OK.
  5. Click OKwhen you get the message "Rebuild has completed".

If not, let's try to repair your QuickBooks Desktop. See the detailed steps below:

 

  1. Restart your computer to close unnecessary programs interfering with QuickBooks.
  2. Back up your QuickBooks company file.
  3. Select Start and then Control Panel. (In Windows 8/8.1: From the Start menu, open Search and type Control Panel. From the results, select Control Panel.)
  4. Select Programs and Features. If necessary, choose to Uninstall a program.
    (If you don't see these options, select Programs, then Program Features.)
  5. Select QuickBooks in the list of programs and choose to Uninstall/Change.
  6. Select Continue, then Next.
  7. Select Repair then Next. Wait for the Repair to complete.
  8. Choose Finish. Restart your computer if prompted.
  9. Don't forget to download the latest QuickBooks release and the latest payroll tax table when you open QuickBooks.

During the repair, you may get an error or a message such as Files in use. If you receive these kinds of messages, follow these steps:

 

  1. Select Ignore (reboot required), then OK.
  2. You might have to click Ignore several times. The repair should continue.
  3. If the Ignore button is unavailable, select Close. After the Repair, restart the computer.

After repairing, try to export and email the report again. However, if the problem persists, you can reach out to our QuickBooks Technical Support for additional help.

 

I'll leave you with some helpful articles:

 

I'll be around to make sure you can export and email the report in Excel format successfully. Just drop a reply below to ping me.

SSAcctg
Level 1

Reports won't export to Excel and cant be emailed in Excel format

Thank you for such a detailed reply. I will try all of this when I return to my office Monday and report back!

bc2020
Level 1

Reports won't export to Excel and cant be emailed in Excel format

We no longer have the option to Create New Worksheet (in excel - it is grayed out) only in CSV. We once had this option and we need the one in excel as it looks the same as the PDF version.

MorganB
Content Leader

Reports won't export to Excel and cant be emailed in Excel format

Hi there, bc2020.

 

Thanks for letting me know about the issue you ran into with the create a new excel worksheet option being grayed out. I want to make sure you're able to use this for your QuickBooks Desktop reports.

 

I recommend first trying the solutions mentioned in the following linked article to fix any potential data damage on your QuickBooks Desktop company file. The solutions offered typically resolve strange behaviors within the system, much like the one you've come across.

 

If the problems persists, you may want to reach out the Desktop Support Team. Agents have specialized tools, such as screen-sharing, to take an in depth look at your account to determine what's causing this issue. Here's how to get in touch with the team:

 

1. Press the F1 key on your keyboard.

2. Select Contact Us.

3. Enter Support in the field and click Continue.

4. From here you can message an agent to begin a chat session.

 

This link provides these steps if you ever need them again in the future: Contact the QuickBooks Desktop Customer Support Team

 

You're always welcome in this space if you have any other questions or concerns. I'll be here to help in any way that I can.

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