While transferring your QB data to an Excel file, you might find QuickBooks unable to export to Excel. This can be caused by multiple different reasons, such as installation problems in QB, corrupted company files, or system requirements not being met. This generally results in your export failing, having incorrect data formatting, having missing data, or bearing no data at all.
In this blog, we’ll discuss the numerous causes, along with the step-by-step guided solutions to this troublesome error. So, let’s dive right in by first listing the causes for the same.
QuickBooks Unable to Export to Excel – A Quick View
Given below in the table is a short summary of this blog on the topic of QuickBooks unable to export to Excel:
Description | While exporting your QB data, you might realize that your QuickBooks is unable to export to Excel. This can be a troublesome issue and can halt your migration process. |
Causes | It is generally caused by an outdated QBDT version, your system not being compatible with QB, Excel version not being compatible with your QB version, your company file being damaged, wrong UAC settings, and stored cache and cookies in your browser. |
Methods to fix it | Update the QBDT app, verify the system requirements, toggle UAC settings, patch the MS Office app, clean install QB Desktop, and clear Intuit cache and cookies. |
QuickBooks Unable to Export to Excel – Troubleshooting Methods
Given below are the solutions you can read and implement to resolve the QuickBooks export to Excel not working issue:
Update the QuickBooks Desktop Application
Using an outdated version of QB Desktop can give rise to various problems within the application. The QuickBooks unable to export to Excel issue can also be a result of your software being outdated. Therefore, to get rid of this problem, you should update your QuickBooks Desktop to the latest version. If this doesn’t fix the error, move on to the next solution.
Check the System Requirements for Your Version of QB
Different QBDT versions work with different versions of MS Office and system configurations. Therefore, listed below are the minimum system requirements you need to match according to your QB Desktop version.
QuickBooks Desktop Version 2022
Operating Systems | Windows 11, 64-bit, that should be natively installed for QuickBooks Desktop 2022 R3 or later |
Windows Database Servers | Windows Server 2019, Standard and EssentialsWindows Server 2016, Standard and EssentialsWindows Server 2012 R2, Standard and EssentialsWindows Server 2012, Standard and EssentialsWindows 10 |
Processor | 2.4 GHz minimum |
RAM | 8GB minimum for 64-bit, 16GB is recommended |
Server RAM requirements | 1-5 Users: 8GB RAM10 Users: 12GB RAM15 Users: 16GB RAM20 Users: 20+GB RAM |
Disk space | 2.5GB of disk space.Additional software: 60MB for Microsoft .NET 4.8 Runtime. This is provided with the installation package. |
Windows | You should be using a North American version of Windows. Regional settings will only be supported when it is set to English. You will require administrator rights on the host server if you wish to use multi-user mode. Windows should be natively installed and not on a virtual machine. |
Optical drive | A 4X DVD-ROM for physical CD installations. |
Screen resolution | The QBO display is optimized for 1280 x 1024 screen resolution or higher. You can use a maximum of 2 extended monitors. |
Microsoft Office | MS Office version 2019MS Office version 2016MS Office version 2013 and 365 Note: Microsoft 365 won’t be supported in the web version. It will only be supported if it’s locally installed. |
QuickBooks Desktop Version 2023
Operating System | Windows 11, 64-bit Windows 10, all 64-bit editions |
Database Servers | Windows Server 2022, Standard and EssentialsWindows Server 2019, Standard and EssentialsWindows Server 2016, Standard and EssentialsWindows Server 2012 R2, Standard and EssentialsWindows Server 2012, Standard and Essentials |
Processor | 2.4 GHz minimum |
RAM | 8 GB minimum and 16 GB recommended |
RAM on your server | 1-5 Users: 8 GB10 Users: 12 GB15 Users: 16 GB20+ users: 20+ GB |
Disk Space | A minimum of 2.5GB of disk space is required, plus additional storage for more data files. Additional software: 60MB for Microsoft .NET 4.8 Runtime, provided with the installation files |
Windows | You should be using the North American version of Windows. Regional settings are only supported when it is set to EnglishMulti-user server host PC should have admin rights. Natively installed, and it shouldn’t run in a virtual environment or emulation software |
Optical drive | 4X DVD-ROM drive for physical CD installations |
Screen resolution | Display optimized for 1280 x 1024 resolution and higher A maximum of 2 extended monitors is allowed |
Microsoft Office | MS Office 2021MS Office 2019MS Office 2016, which includes Outlook 2016MS Office 2013 and 365, additionally Outlook 2013Note: Microsoft 365 is only supported when it’s locally installed, not the web version. |
You should comply with these minimum requirements if you wish to use the QBDT app smoothly and want to get rid of the QuickBooks unable to export to Excel problem.
Use the On/Off Switch for Windows User Account Controls (UAC)
The Windows User Account Controls settings can be turned on and off in order to resolve the QuickBooks unable to export to Excel error. Follow these steps to do so:
- Firstly, open the Start menu
- Now, go to the search bar
- Type User Account Control Settings
- Then, open the UAC settings
- Next, toggle the slider to Never Notify
- Click on OK
- Lastly, restart your system
Implementing these steps would get rid of the unable to export to Excel from QuickBooks Desktop problem.
Repair Your Microsoft Office Application
Your Microsoft Office application might be damaged, resulting in QuickBooks unable to export to Excel error. You can repair your MS Office in Windows 11 with the following steps:
- Right-click the Start button (Windows icon)
- In the menu that pops up, select Installed apps
- Select the MS 365 product you wish to repair
- Click on Modify
- Now, depending on different variants and installation types, you might encounter one of these two options:
- Click-to-run – In the How would you like to repair your Microsoft 365 and Office Programs window, click on Online Repair, followed by Repair
- MSI-based – In the Change your installation window, first hit Repair, followed by Continue
- Lastly, follow the instructions to finish the repair
This would fix the unable to export to Excel in QuickBooks Desktop issue.
Clean Install the QuickBooks Desktop Application
There might be inherent faults in your QuickBooks Desktop application, which might be the cause of the QuickBooks export to Excel not working. To fix any app-side issues with QB, you can clean install the QB Desktop software. This would eliminate the QuickBooks unable to export to Excel problem, and you would now be able to export your data to Excel easily.
Clear Cache and Cookies from Your Browser
If you’re dealing with the QuickBooks unable to export to Excel problem in the Online version, it can be because of stored cache and cookies. Hence, you should clean the Intuit cookies in your browser with the following steps:
Google Chrome
- Run the Google Chrome app
- Press the three vertical dots
- Located in the top right corner
- Now, click on Settings
- Go to the Privacy and Security tab
- The Third-party cookies option should be selected
- Next, press See all site data and permissions
- Then, browse to the search bar on the right of Third-party cookies
- Type in Intuit and hit Enter
- Select the Remove All option
Microsoft Edge
- Open the Microsoft Edge browser
- Now, click on the Settings and More option
- Alternatively, you can press Alt + F on your keyboard
- Click on the Settings option
- Then, navigate to the Privacy, search, and services tab
- Click on Cookies
- Press the See all cookies and site data option
- Now, type in Intuit in the search bar
- Then, press the Enter key
- Now hit Remove all shown
- Then, click Clear
Safari
- Open the Safari browser
- Browse to Preferences
- Now, navigate to the Privacy section
- Click on the Manage Website Data option
- Type Intuit in the search box
- Press Enter
- Lastly, click on Remove All
Mozilla Firefox
- Double-click on the Mozilla Firefox application to open
- Now, proceed to press the three lines in the top right corner
- Below the Close (X) option
- Then, click on Settings
- Press Privacy & Security
- Navigate to Cookies and Site Data
- Open the Manage Data window
- In the Search Websites bar, type Intuit
- Hit the Enter key
- Choose the Remove All Shown option
- Lastly, press Save Changes
The QuickBooks unable to export to Excel issue in the Online version would be resolved by performing these steps.
QuickBooks Export to Excel Not Working – Potential Reasons
Listed below are some of the potential reasons why you’re dealing with your QuickBooks unable to export to Excel:
- You’re using an outdated version of QuickBooks Desktop
- Your system might not be compatible with QuickBooks
- Cache and cookies in your browser for the Online version
- Your MS Excel application might be corrupted
- Your QB company file can be damaged or unreadable
- You have incorrect Windows User Account Control (UAC) settings
- Your Microsoft Excel’s default file format may not be .xls
These were the key factors that can render you unable to export to Excel from QuickBooks.
Conclusion
In this blog, we discussed about the QuickBooks unable to export to Excel problem along with the factors that can trigger it. Additionally, we also provided you with step-by-step guided solutions you can use to fix this issue yourself.
FAQs
How to resolve QuickBooks unable to export to Excel error?
To resolve the QuickBooks unable to export to Excel error, you can first try to update the software to the latest version, and then verify if your system meets the minimum requirements for QB. If not resolved, then you can toggle the UAC settings and repair the MS Office app. Additionally, for QBO users, you can clear the cookies and cache from your web browser to get rid of this problem.
How do I export from QuickBooks Online to Excel?
To export to Excel from QuickBooks Online, first, open the QBO website and click on the gear icon. Then, click on Export Data and choose a reason for exporting. Press Continue and go to the Reports tab, followed by selecting the date range. Finally, click the Export to Excel option.
Can you export a QuickBooks report to Excel?
Yes, the option to export a QuickBooks report to Excel does exist, along with other formats, such as .CSV and PDF. However, to export to Excel, you would need to export the whole company file data.
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James Richard is a skilled technical writer with 16 years of experience at QDM. His expertise covers data migration, conversion, and desktop errors for QuickBooks. He excels at explaining complex technical topics clearly and simply for readers. Through engaging, informative blog posts, James makes even the most challenging QuickBooks issues feel manageable. With his passion for writing and deep knowledge, he is a trusted resource for anyone seeking clarity on accounting software problems.