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Nzfarooq
Level 1

When I export Balance Sheet in excel from QBO, no value is exported for the accounts

Whenever I export balance sheet in excel from QBO, the excel sheet have all the account heads but for each the balance is zero.

The error is not occuring for exporting in pdf or printing directly but is only happening when I export in excel. How do I fix this? 

6 Comments 6
AlexV
QuickBooks Team

When I export Balance Sheet in excel from QBO, no value is exported for the accounts

Thanks for posting here, Nzfarooq.

 

I understand that you need to export reports to Excel file. 

 

This issue has been reported already and our product team is now working on a fix. In the meantime, I suggest you contact our Customer Support Team. They'll add you as affected user and you'll receive updates about this behavior.

 

The new "Help" menu interface: 

  1. Click the (?) Help icon and choose the Talk to a human option (then type it again when prompted).
  2. When asked by the bot, type "INV-52502".
  3. Select I still need a human, then proceed with Contact us.
  4. Tap Let’s talk then choose either Get a call or Start messaging

For the old "Help" menu:

  1. Click the Help icon, then the Contact Us button.
  2. Type "INV-52502" in the What can we help you with box.
  3. Proceed with the Let's talk button.
  4. Select either Start messaging or Get a call button.

You can check these links for more info about reports:

Post again here if you have more questions. We'll respond as soon as we can.

mrsjzed
Level 1

When I export Balance Sheet in excel from QBO, no value is exported for the accounts

I'm having this same issue.  Was a way to resolve determined?  Thanks! 

ZackE
QuickBooks Team

When I export Balance Sheet in excel from QBO, no value is exported for the accounts

Hi there, mrsjzed. Thanks for becoming part of the Community.
 

I'd be delighted to help check for updates about the investigation ticket AlexV had referenced. Our Product Investigations Team transferred it to a new case number, INV-52078. They've additionally posted an update.
 

After researching the issues with subscribers reporting that zero balances were displaying on their Excel reports, our team identified that the values are present on exported spreadsheets. If you're using Office 365, they recommend updating your Protected View settings. This can be accomplished by following the process outlined in Microsoft's What is Protected View? article.
 

If you continue encountering a zero balance on reports after updating your preferences, you'll want to get in touch with our Customer Care Team and reference the main case. They'll be able to pull up your account in a secure environment and conduct further research. Detailed steps for reaching them can be found in my colleague's post above.
 

I'll be here to help if there's any additional questions. Have a lovely day!

mrsjzed
Level 1

When I export Balance Sheet in excel from QBO, no value is exported for the accounts

This worked.  Thank you! 

HeatherVela1
Level 1

When I export Balance Sheet in excel from QBO, no value is exported for the accounts

My reports from QBO won't export with any numbers either - I am running on Excel 2016 and can't seem to get anything but -0- instead of amounts.

Rea_M
QuickBooks Team

When I export Balance Sheet in excel from QBO, no value is exported for the accounts

This isn't the kind of experience we want you to have when exporting reports from QuickBooks Online (QBO), @HeatherVela1. That's why I'm here to ensure you're able to export the amounts on your reports and manage your company data accordingly.

 

When you export reports from QBO to Excel, it's recommended to use 64-bit versions of Windows. This way, you can have more resources such as processing power and memory. You can check and update your info by selecting the File tab from the Excel ribbon. Then, choose the Account option and click About Excel. Please see the screenshot below for your reference.

 

In case the issue persists, you can perform any of the following workarounds:

  • Copy the broken report to a new workbook
  • Create a new Google Chrome user
  • Use alternate browser (i.e., Mozilla Firefox)

 

Also, financial reports in QBO give you great info about your business. You're able to customize them and focus on the details that matter the most. Then, save its current customization settings to have the same filters when pulling them up again. If you wish to learn more about this, you can check out this article: Memorize reports in QuickBooks Online.

 

Let me know how it goes in the comments below. If  you have other concerns about exporting reports from QBO, I'm just around to help. Take care always.

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