Unable to export normal spreadsheet to Excel all options but CSV are greyed out in Desktop version

Good Afternoon, @FranklinHawkins. 

Congrats on making your first post here in the Community. I hope your week is going great so far. 

A few updates should do the trick to resolve this problem if you're unable to export reports or other forms from QuickBooks into Excel. Note: Use the version that's installed on your computer instead of the web browser if you're using Microsoft Office 356. 

Here are some helpful instructions: 

Step 1: Update QuickBooks Desktop

Ensure that you're using the latest update of QuickBooks. Try to export again after updating. 

Step 2: Check QuickBooks system requirements

Different versions of QuickBooks Desktop works with a particular version of Microsoft Office. If your Microsoft Office isn't compatible, then you'll need to upgrade. Here are the system requirements: 2018, 2019, 2020. 

Step 3: Repair Microsoft Office

Go through the instructions on how to repair your Microsoft Office. 

If you're still not able to export your information, move to step 4. 

Step 4: Toggle Windows User Account Controls (UAC)

Toggle back and forth between off and on your Windows UAC settings. This will eliminate something from blocking the feature. 

1. Go to the Windows Start menu. 
2. Enter "User Account Control Settings" into the search bar. 
3. Open User Account Control Settings by clicking it. 
4. Pick and move the slider to Never Notify. 
5. Press OK. 
6. Restart your computer. 

If this doesn't work, go to step 5. 

Step 5: Reinstall QuickBooks

Uninstall and reinstall QuickBooks Desktop. If you still can't export a report, uninstall and reinstall Excel. 

Let me know if this helps. I want to make sure that you're able to get this report exported into Excel. I'm only a post away if you need me. Have a great day! 

Not able to export a balance sheet or any other report to excel.  This option is greyed out and the only option is a .csv file.   This is in Desktop 2020 and 2021.  Am using a locally installed version of Office 365.   I need to be able to update an existing workbook each month to create financial statements.  This is because the Statement Writer is useless - it does not work with any excel versions later than 2013 and thus I am trying to do them another way.  I have customized headings, etc. that I need to use.  I have already updated all QB and Office.  This is not the problem, the problem is that Intuit is not keeping pace with Microsoft.  This is a continuing problem - how do I continue to use and recommend this product when it does integrate.  I should not have to change registry settings, or UAC or anything else in the background - I am an accountant, not a software or IT person!!  Get with it Intuit!

Hello there, Lisa galvin. 

Each version of QuickBooks Desktop works with specific versions of Microsoft Office. You can check the system requirements for your version of QuickBooks if it's compatible with the Microsoft Office you have locally installed. You'll want to upgrade if the system requirements are not met. 

• System requirements for QuickBooks Desktop 2018
• System requirements for QuickBooks Desktop 2019
• System requirements for QuickBooks Desktop 2020
• System requirements for QuickBooks Desktop 2021

Good job for updating both QuickBooks Desktop and your Microsoft Excel. It helps fix unexpected behavior when running and exporting reports within the system. However, if both systems meet the requirements and the update still doesn't work in fixing the issue, you'll want to run the Verify and Rebuild Data Utility process. 

I also suggest getting in touch with our Phone Support Team if the same thing happens after rebuilding data. Meantime, you can export the balance sheet report into a .CSV file format and then convert it to an Excel file type using a converter or any third-party app. 

Keep me posted on how this works so I can help you with any questions you have. Take care and have a nice day!

I have all the requirements - still does not work - very disappointing.

@Lisa galvin 

Open a sample file or create a dummy one. Are you able to export it to XLS?

Nope same issue.

Hey there, @Lisa galvin. 

Thanks for reaching back out and letting us know how that went. Allow me to point you in the right direction to get this problem handled as soon as possible. 

Since the issue is persisting, then I recommend getting in touch with our Customer Support Team. They'll be able to review your account with their advanced tools to see why this is happening. Here's how: 

1. Go to the Help menu. 
2. Select the QuickBooks Desktop Help. 
3. Click the Contact Us hyperlink. 
4. Enter your question and tap Let's talk. 
5. Scroll down and choose to get a callback. 

Let me know what they say and do to help resolve this problem. Feel free to ask any more questions if need be. I'm only a post away if you need me. Bye for now!

Were you ever able to resolve this issue? I had the same issue just pop up today when I've been exporting to excel all the time. Looking through this thread nothing seems to help. 

Hi there, acsml.

I can see the importance of being able to export spreadsheets into Excel, so you can work with no issues.

I want to ensure that this matter will be taken care of. If you've tried the steps provided by my colleague above and still getting the same issue, I suggest contacting our Customer Care Team. They have the necessary tools that can better isolate and identify the root cause of this behavior.

Here's how to reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.

Be sure to review their support hours so you'll know when agents are available.

Additionally, you can troubleshoot with Microsoft Excel. I'm going to provide some links below that will be helpful with this process:

• Export To Excel
• QuickBooks Desktop To Microsoft Excel
• Troubleshooting And Error Messages When Exporting

Keep me posted on what they say and do to help resolve the problem. I want to make sure you'll be able to export spreadsheets into Excel. 

Were you able to get your issue resolved (and if so, how). We are experiencing the same issue with one of our users (though it is working fine for others). Please let me know. Thank you.

Hello @John_K,

I found an earlier post linked to your profile asking for suggestions about resolving problems in exporting report to Excel in QuickBooks. It seems my colleague already posted a response so I've included the link below for your easy navigation.

 Can only export a report to Excel as CSV

 If you have any other questions, please let me know by leaving any comments using the Reply button. I'll be here to lend a hand. Take care and stay safe!