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Level 2

Unable to export to Excel

I am currently using Desktop Pro 2017 and upgraded my MS Office to Office 365. Since the upgrade I have been unable to export anything to Excel. I've repaired, updated, and reinstalled several times with no change. Can anyone please help me figure out why my Excel options are greyed out? 

Solved
Best answer 03-19-2019

Best Answers
Highlighted
Moderator

Unable to export to Excel

Thanks for checking in with us, nicblack01.

I want to make sure you'll be able to export everything into Excel. Let's get you back up and running.

 

It’s good you’ve performed some troubleshooting steps to resolve the issue. Since you tried out all the possible troubleshooting steps to resolve the issue, I recommend reverting the MS Office updates.

 

Once done, you can try exporting anything in your QuickBooks again.

 

This article is a good reference: Export option for Excel is grayed out.

 

I'm still here if anything may arise while exporting to Excel via QuickBooks Desktop.

View solution in original post

43 Comments
Highlighted
Moderator

Unable to export to Excel

Thanks for checking in with us, nicblack01.

I want to make sure you'll be able to export everything into Excel. Let's get you back up and running.

 

It’s good you’ve performed some troubleshooting steps to resolve the issue. Since you tried out all the possible troubleshooting steps to resolve the issue, I recommend reverting the MS Office updates.

 

Once done, you can try exporting anything in your QuickBooks again.

 

This article is a good reference: Export option for Excel is grayed out.

 

I'm still here if anything may arise while exporting to Excel via QuickBooks Desktop.

View solution in original post

Highlighted
Level 2

Unable to export to Excel

Would 32 bit VS 64 bit versions of Excel have any effect on whether I can export or not?

Highlighted
Moderator

Unable to export to Excel

Hello there, @nicblack01.

 

Thanks for getting back to us in the Community. Allow me to chime in for a moment and share some additional information about exporting to Excel.

 

No, it won't affect whether you can export or not. QuickBooks is capable of integrating Office 2010 and Office 2013/365 (including Outlook 2010 and 2013) both on 32 and 64 bit. However, if you have the web version of Office 365, you need to install it locally so that it'll be supported by QuickBooks.

 

You can also check out this article and scroll down to Software compatibility for more information: System requirements for QuickBooks 2017 and Enterprise Solutions 17.0. Once done, try to re-export your Excel files again to double-check.

 

That should get you pointed in the right direction. Please let me know how it goes or if you have any additional questions. I'm always here to answer them. Take care and enjoy the rest of the day!

Highlighted
Level 2

Unable to export to Excel

Is there anything after the re-installs I should be doing to ensure that Quickbooks recognizes I have Excel installed?

Highlighted
Moderator

Unable to export to Excel

Thanks for getting back to us, Nic.

 

You might want to reboot your computer after doing all the troubleshooting steps that RoseMarjorie and Fritz provided earlier. This will help us refresh your Windows system and QuickBooks components.

 

We got your back if you have follow-up questions about this.

Highlighted
Level 2

Unable to export to Excel

Thank you all for helping me as I go through this. None of the suggestions have worked so far, but at least we're ruling them out. Currently trying to uninstall 64 bit Office and installing the 32 bit version.

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Level 2

Unable to export to Excel

Reinstalling Microsoft Office 365 and updating both Quickbooks and Office allowed me to export reports as Excel.

 

Please add this to the "Excel is Greyed Out" page and see if Tech Support can figure out what caused 32 bit to work when 64 bit didn't.

 

Thanks again for all the support today.

 

I tried clean installs, updating, disabling UAC, and restarting my computer. Nothing worked until I reinstalled MS Office as the 32 bit instead of 64 bit.

Highlighted
Moderator

Unable to export to Excel

Thanks for the feedback, Nic. We're glad you've installed the 32 bit version of Microsoft Excel.

 

I'll let our QuickBooks Article Management Team about your suggestion. This would help other users in the future.

 

We'll be right here if you have other concerns. Have a great day!

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Level 2

Unable to export to Excel

OMG. You’ve been through the same foolishness. Installing 32 bit Office 365 worked for me too - thanks to you. No need to change the user access control or repair or reinstall.

I had four calls to QB pro advisor hotline and they convinced me QB Desktop wouldn’t work with Office 365. Hmmm it has been working for 2 years. Out of desperation I actually bought a stand-alone Office 2016 licence with no luck. 

I agee with your comment - QB needs to update its responses online, train the phone tech support but also explain why 64 bit stopped working. 

Thank heavens for individual contributors like you. 

S

 

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Level 2

Unable to export to Excel

You are wrong. Installing 32 bit version worked. 

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Level 1

Unable to export to Excel

We have Quickbooks 2018 Pro and now having problems after upgrading to Office 2019.  It's giving some out of memory error.  Can you help?

Highlighted
QuickBooks Team

Unable to export to Excel

Thanks for joining the conversation, @thenerd.


Office 2019 is not yet compatible. It's one of the possible reasons why you encounter this error message. The following are the supported programs at this time:

  • Office 2016 on both 32 and 64-bit.
  • Office 2010 and 2013.
  • Office 365.
  • Outlook 2010-2016.

You may check out this article for more information: System requirements for QuickBooks 2018 and Enterprise Solutions 18.0


In the meantime, I recommend rolling back to your old Office version in order to export the report to Excel successfully. 


That should do it. Let me know if this works out for you. I’m ready to help if you need anything else. Have a good one!

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Level 1

Unable to export to Excel

We just upgraded to QB 2019 Premier, Manufacturing module. IT DOES NOT WORK WITH OFFICE 2016, 64-bit. Prior versions of QB worked with Office 2016, 64-bit. 

Tech team...you are holding up productivity with this breakdown in functionality. Get us a fix, PLEASE!!

Highlighted
Level 1

Unable to export to Excel

Ah Ha....so we fixed it. Unchecked the boxes in the Advanced tab for Excel options and then exported. That worked quickly and slick. Then went back and rechecked the boxes for the Excel options we want and exported to Excel again. That worked, and has continued to work.

Highlighted
Moderator

Unable to export to Excel

Hi again, EagleFox,

 

Thanks for keeping us posted. I'm glad to know your issue got resolved.

 

I appreciate you for providing the details on how you're able to resolve your issue. This would help other users who might experiencing the same situation.

 

To learn more about what minimum requirements are to run in QuickBooks Desktop, you can read this article: System requirements for QuickBooks 2019 and Enterprise Solutions 19.0.

 

In case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Desktop, visit our QuickBooks Community help website for reference: QBDT Self-help.

 

I wish you continued success with your business. Feel free to visit the Community again if you need further assistance in managing your account.

Highlighted
Level 1

Unable to export to Excel

 
Highlighted
QuickBooks Team

Unable to export to Excel

Hi there, @MEJ.

 

Allow me to guide you and help ensure you'll be able to export your data to Excel successfully.

 

Our active member (EagleFox) is referring to this tab (Advanced tab):

  1. Open your Microsoft Excel.
  2. Go to the File menu.
  3. Select Options at the left pane.
  4. Click on Advanced under Excel Options.
  5. Check the settings under Advanced options for working with Excel.
  6. Click OK.

You can see attached screenshots for additional reference.

k11 1.PNG

k11 2.PNG

k11 3.PNG

On the other hand, you can also get in touch with an IT Professional for further assistance with the steps.

 

You can also check this article for further details about exporting data/report to Excel: Export report from QuickBooks Desktop to Microsoft Excel.

 

Let me know if you have any other questions about exporting data to Excel, I'll always be here to help. Have a great day ahead!

Highlighted
Level 1

Unable to export to Excel

I was just having the same problem after reinstalling everything on a new computer.  What finally worked for me is under the Options/Settings, check the box that says "Force Alternate Connection Method Provided for Excel 64-bit"

Highlighted
Level 1

Unable to export to Excel

Can you explain how to get to the "Options/Settings"?

Highlighted
QuickBooks Team

Unable to export to Excel

Hello, @burgope.

 

The Option/Settings configuration can be performed in your Excel. 

 

So you'll be assisted in forcing the Alternate Connection Method Provided for Excel 64-bit, I'd recommend contacting an IT Professional or consult with Microsoft Excel's Technical Support Team. They have the tools to look up your Excel setting via a secured remote access session.

 

For additional insights, you may check these articles:

Feel free to get back to us here in the Community if you have other questions.

Highlighted
Level 3

Unable to export to Excel

So what's the plan to fix this compatibility issue with Excel 2019??

Highlighted
QuickBooks Team

Unable to export to Excel

Our engineers are still working on the compatibility issue, slippitt.

 

I suggest reaching out to our Customer Support Agents so they can your account to the investigation. They'll also give your further troubleshooting steps. Here's how:

 

  1. From the Help menu, select QuickBooks Desktop Help.
  2. Click Contact us
  3. Enter a brief description of your concern about unable to export to Excel.
  4. Click Continue
  5. Select to either Message an Agent or Talk to a Specialist

Thanks for your patience while were continually on this. If you have further questions please post them here. 

 

 

Highlighted
Level 1

Unable to export to Excel

We recently upgraded to 2019 premier and a version of office that was not compatible. We have since spoken to Microsoft and they downloaded 365 personal. We are still unable to export to excel. Any advice would be greatly appreciated!

Highlighted
QuickBooks Team

Unable to export to Excel

Let's take a few steps to resolve this issue, Dwaves.

 

We can start by updating your QuickBooks Desktop to the latest release. This way, the program will recognize that you have installed Microsoft Office 365. 

 

Once finished, try to export a report to Excel, and if you're getting the same result, you can follow these steps to repair Microsoft Office

 

You can also check this article for the other steps: Fix export to Excel issues in QuickBooks Desktop.

 

If the same thing happens after following the steps above, please reach out to our Customer Care Team.

 

Here's how:

  1. Click Help located at the top.
  2. Choose QuickBooks Desktop Help.
  3. Enter a brief description of your issue and click Continue.
  4. You can choose Message an Agent or Talk to a Specialist.

We are just a post away if you have other questions. Thanks.

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