Can't export to Excell

I have the latest desktop versions of quickbooks and office 365.  The only export option is for a CSV file.  Why do I see this type of question over and over again with other version combinations?

Answer

Hello there, gashford.

I can share some reasons why you're unable to export to Excel and how to resolve this.

Your Microsoft Office 365 software needs to be locally installed on your computer. The Export to Excel button is usually grayed out when you're using the web version or if the installation is damaged.

If Excel is locally installed, let's try turning off the User Account Control (UAC) to resolve this:

  1. Click the Windows Start button.
  2. Type in "Control Panel" on the search field and press Enter.
  3. Select the View by drop-down arrow and select Large icons.
  4. Choose User Accounts, then Change User Account Control Settings.
  5. Move the slider to Never Notify.
  6. Click OK.

Once done, you're required to restart your computer in order for the configuration to take effect. I'm positive you can already click the Export to Excel option after performing these steps.

For more in-depth information, feel free to take a look at this article: CSV file is the only export option for reports.

That should do it, gashford. Let me know how it goes or if you need additional help. I'll be around for you.

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IntuitHoneyLynn , Community Support Specialist
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