Reports which are exported in excel has the below issue. The dates are not in the date format. The data is stored as General format and does not change properly to dates

Hello there, grishsavla.

We can fix the incorrect report by enabling Marcos. Here's how:

1. In Excel, go to the File menu.
2. Select Options.
3. Click Trust Center, then select Trust Center Settings.
4. Select Macros Settings, then select Disable all macros except digitally signed macros.
5. Select OK.
6. Re-export the report from QuickBooks Online to Excel.

If your customer gets a notification about Macros when exporting, accept the Macros. You can also check this article to learn on what to do when there are missing details when opening the report in Excel. Then, here are some articles that will guide you through modifying and memorizing reports within your QBO account.

• Learn how to get the most out of your financial reports.
• Memorise reports in QuickBooks Online. 

Please don't hesitate to post again if you have other questions. I'm here to help. Take care always.

Hi!

I did what you explained but still it is not working. When I export to excel the dates are not in dates format, I try to change but it doesn't work. Of course, when I try to short by date that column it doesn't do either. Could you help please? 

Hi irenemkm79,

Thank you for trying the steps shared by Sarah.

It would be best to contact our Chat Support team. That way, they can start a screen-sharing to gather more details and investigate this further. They have more tools on their end.

If you have other questions, feel free to go back to this thread.

I am sorry...so is there a solution readily available or is it not invented yet? coz I have a similar struggle still trying. If anyone knows please share. 

Hi there, @Gulraiz

I understand how important  to manage your report in doing business.

To further assist you, I'll ensure you'll be routed to the right support. In that way, they can check why you're experiencing this kind of error.

Here's how to contact them:

1. Go to the Help menu on the top right and click Contact Us. 
2. Type your concern in the box, then tap Let's talk. 
3. Click Chat and complete the required information. 

You can check our support hours to ensure we can address your concern immediately.

Feel free to visit our QuickBooks India Community. This page contains a lot of questions about handling your business transactions, reports, and other topics.

Don't hesitate to click the Reply button to post a comment or to let me know how the chat goes. I'm always here, willing to assist you. Keep safe.  

Hi  @AbegailS_ and the rest of QuickBooks team

I am having the same issue with my QB.

As suggested, I have contacted the QuickBooks team and they do not have a solution for this problem. 

If anyone found out how to fix the issue, please let me know. I am also open to a phone call from anyone from QuickBooks team to show me a solution. 

As off right now- QuickBooks team's Suggestion is to "retype each date" which is laughable. 

Thank you

Hi @Masha1 

I'm creating a new column next to date column in Excel. I use function =Datevalue and click the column where the dates are from the QBO export. This converts General/Text type into date format. At least this worked for me and I was able to group dates again in pivots etc.. 

Thank you, Charlie. That worked!

Thank you! It also worked for me :)

This is a known bug. Charlie has the workaround. This is why we hate the QB people, they act ignorant to these known bugs

Here's another workaround that does not require an extra column:

Highlight the column of the data in question. Choose data from the ribbon, then "Text to columns". Choose delimited, then next. Choose the default delimiter, makes no difference, then next. Now, select the DATE radio button and choose your format. Then click finish. Your data has been changed to date format. This, I believe, is the easiest method to work around the QBO export bug for dates.

can QBO fix this disturbing bug?!!!

Thank you for joining this thread, @atrbsg. I can assist you with your concern about dates exported from QuickBooks Online (QBO).

To get the desired format of the dates, I suggest you check your QBO settings to see if they have the same format as your file exported to excel. Then, export the file again. Also, make sure that you have the latest version of Excel.

Nevertheless, you can also perform some troubleshooting steps as this concern could be a browser-related issue. Stored cache can cause unexpected behavior while using the application. To help you sort out this issue, we can perform some basic troubleshooting steps.

Here are the keyboard shortcuts to open a private browser:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + P
• Safari: press Command + Shift +N

If it works, kindly proceed with clearing your cache. This helps improve the performance of the application. Then, if the issue persists, you can refer to this article for other supported browsers while using QBO.

Moreover, I'd also suggest contacting our support team. Our phone representatives have tools that can access your account to reinvestigate the issue and can provide fixes immediately. Reaching out to them can also trigger a further investigation into this matter.

Here's how to get in touch with them.

1. Go to the (?) Help icon in your QuickBooks Online (QBO) account.
2. Select the Search tab, and click Contact Us.
3. Enter a brief discussion of your concern and click Continue.
4. Select either Chat with us (if you preferred messaging) or Give us a call.

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

Let me know if you need further assistance with exporting reports. I’ll be around to help you. Stay safe!

Why don't you tell us how to change the settings?

Hello, rstran.

If you're referring to enabling Macros. Here's how: 

1. In Excel, go to the File menu.
2. Select Options.
3. Click Trust Center, then select Trust Center Settings.
4. Select Macros Settings, then select Disable all macros except digitally signed macros.
5. Select OK.
6. Re-export the report from QuickBooks Online to Excel.

If you're referring in excel settings so you'll be able to export your data to Excel successfully. Here's how:

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.

On the other hand, you can also get in touch with an excel Professional for further assistance with the steps. They have the tools to look up your Excel setting via a secured remote access session.

You can also visit our Reports and accounting page for QuickBooks Online (QBO) to learn some tips on how to manage your reports and accounting.

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!

"ADVANCED OPTIONS FOR WORKING WITH EXCEL"

Which are the relevant options? There don't seem to be ANY relevant options, this is a goose chase.  This is NOT tech support sorry

Nope, didn't work for me.

Hi @usernicky : this is ridiculous that Quickbooks does not have a solution for this issue or cares enough to fix it, but the only solution worked for me and i have to use it every time is the one by @Charlie_K 

Sorry All,

I am still having problems with this ridiculous date/text issue when exporting to Excel.

Using the =DATEVALUE function for myself triggers the #VALUE error.

A quick online search confirmed that for the function to work the export format needed to be as follows: 23 May 2022

Apparently exported dates in the format of 05/23/2022 are not valid for the function (such as mine are)...

As for using the Data Validation method; it seems so sporadic with the results, meaning, it converts a portion of the cells, then has no effect on others (no clue why it effects each cell differently - that's the only constant for me)

Shamefully, I am currently reduced to using four (yes four helper columns) as follows (Assumes Date is in A1 and helper columns are in B1-E1): 

B1: =Left(A1,2)

C1: =Mid(A1,4,2)

D1: =Right(A1,4)

E1: =Date(D1,B1,C1)

QBO please resolve this... It is not an Excel or Cache issue so far as anyone in this chat (myself included) can find...

Hello there, TRYHARDER.

Thanks for sharing your experience with exporting reports in QuickBooks Online (QBO).

To make sure you're able to export reports with correct format, I'd like to route you to our chat support as they can further help you with exporting reports to excel correctly. Click the link to route you to our Chat Support.

More about exporting reports in QuickBooks can be found in this article: Export reports, lists, and other data from QuickBooks Online.

You might also want to visit our QuickBooks Online learning guides for tutorials and webinars about the product.

I'll be right here if you have further questions exporting reports. Keep safe and have a good one.

I have experienced the same issue.  I have also resorted to creating a new column, using the "=Value()" function - with the argument being the cell with the exported date, then formatting the column as a "Short Date".  That allows my Pivot Tables to break the date up so I can get monthly totals.

Another of those wonderful things that we must find work-arounds for....

This does not work. 

Can you elaborate as to which of the suggestions didn't work for you?  There were several offered through the string of replies.   

I just double checked and the one that I offered (using the "=VALUE()" function and then formatting the resulting column as a Short Date) did.  The Pivot Table allowed the month to be separated from the date easily.

It didn't work.