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Level 1

Update Reports in Excel

I get this message when trying to update a report in Excel. 

The application has not accessed this QuickBooks company data file before. The QuickBooks administrator must grant an application permission to access a Quickbooks company data file for the first time.

We went in as administrator under preferences, but we didn't see an applicarion option for Excel we could select.  How do I set this up so it's functional?

3 Comments
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QuickBooks Team

Update Reports in Excel

Thanks for providing all the steps you tried so far, @sjv-ag.

 

Allow me to provide some more information.

 

The message you're getting refers to a report not being exported from QuickBooks into Excel. I recommend right-clicking the QuickBooks Desktop icon and choosing Run as Administrator. Then, have the admin export the report and update it through Excel. This will ensure the admin grants the application permission to access the data file for the first time. 

 

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

Highlighted
Level 1

Update Reports in Excel

Anna,

 

I tried your suggestion and it worked to a certain degree.  Here's where I'm at.  I got the certificate set up in QB and the applications are definitely communicating, however the results are still short of what I was expecting.  FYI, the report I export is just the canned A/P Aging Detail report.   In the update process, after QB shuts down Excel and Excel is restarted, the following happens,  it opens a couple of odd looking spreadsheets, They don't have the traditional Excel columns and rows frame, I just get a grayed out work space and nothing else.  Even more unusual, I can't close them except by using Task Manager.  The original Excel file I exported opens too, with a new worksheet that I'm guessing is supposed to be where the updated report goes?  However this new worksheet has the new aging report, but with no data.  So here are my questions, first, it appears the updated report is put on a new tab, it doesn't overwrite the existing report?  Second, is there a compatability issue with this version of Excel/QB that causes the unorthodox Excel files to open?  I'm using Excel 365, Version 2002 (Build 12527.20278) and QB Enterprise Solutions 19.0 Release R11p (Version V29.0D R11 02/18/2020).  This functionality sure would make my life easier, but it's not very user friendly so far.

Highlighted
QuickBooks Team

Update Reports in Excel

Thanks for sharing the details with us, @sjv-ag

 

Let's update both your MS Excel and QuickBooks Desktop (QBDT) to it's latest release to isolate this. This will download the latest features and fixes in both software. Here's how. 

 

To update your MS Excel:

  1. Open your MS Excel.
  2. Click File.
  3. Select Help.
  4. Click Check for Updates.

I also recommend getting in touch with an IT expert for further guidance.

 

Then to update your QBDT to the latest release, you can refer to this article: Update QuickBooks Desktop to the latest release. This link provides detailed information on updating your QBDT.

 

Also, you can check this link to learn more about system requirements in QBDT.

 

I'm also adding this helpful article that can guide you on how to generate reports to show the specific data you need: Customize reports in QuickBooks Desktop.

 

You're always welcome to post here anytime you need help. I'll be around to help. Take care and stay healthy.

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