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FranklinHawkins
October 14, 2020
Question

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

  • October 14, 2020
  • 11 replies
  • 65 views
No text available

11 replies

C
Candice14
Level 8
October 14, 2020

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. 

 

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! 

L
Lisa galvin
August 4, 2021

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!

C
Catherine_B
Level 9
August 4, 2021

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.

 

 

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!

A
acsml
September 1, 2022

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. 

L
LeizylMQuickBooks Team
QuickBooks Team
September 1, 2022

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:

 

 

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. 

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