QuickBooks Export to Excel Greyed Out

by James Antonio

QuickBooks has proven to be one of the best options when it comes to finance. From time to time, it has worked to resolve the issues that may arise in its software. You might have come across one such error that is reported to be of quite often. “QuickBooks Export to Excel not working” error is one you may see more than often.

QuickBooks Export to Excel Greyed Out

When you are trying to export the data from QuickBooks to excel, it does not include much of the complications. However, out of a few rare cases to count, technical errors may appear in them. It can either be because of the QuickBooks crashes while exporting data to excel or the QuickBooks page freezes over during the process. The issue mainly appears when the user upgrades the QuickBooks software and then tries to export to Excel. At this point, compatibility becomes an issue and the Excel option seems to be greyed out.

Possible Causes for QuickBooks Failure for Exporting to Excel

There can be multiple factors that might be responsible for this failure of QuickBooks export to excel. Before we decide to head over to find the specific troubleshooting steps, we should be going through the reasons which may lead you to this tech issue. In order to follow the correct course of resolve action, it is important to recognize the root of the error. Some of the possible reasons for this error are as below:

  • QuickBooks Export to Excel not Working
  • Latest software updates have not been done for a long time leading to the error.
  • Windows User Account Controls settings can also sometimes create issues exporting files in Excel from QuickBooks.
  • Partial or incomplete updates could be one of the reasons for the error. (Fix QuickBooks installation errors using QuickBooks Install Diagnostic Tool)
  • MS Excel software is corrupted.
  • Your system does not meet the minimum system requirement to run QuickBooks Desktop applications. (Before everything, you also need to ensure you system meets the Minimum System Requirement to Run QuickBooks)

Step to Resolve the QuickBooks Export to Excel Greyed Out (Issue of not Exporting to Excel)

Solution 1: Updating the QuickBooks Software

When it comes to updating the software, it also ensures that QuickBooks works in its optimal mode. In order to update the software, you need to follow these given steps, which will ensure to remove or fix any tech issue

  • First of all, you need to launch the software on your computer.
  • Then, you need to go to the main menu and click on the ‘Update’ tab.
  • After this, you need to complete the update process and then you can check for if the error still persists.
  • Make sure that you have a stable internet connection with good speed.

Solution 2: Temporarily Disability of Windows User Account Control Settings

The Windows User Account Control settings is a means to keep yourself protected against virus and other unsafe cyber environment. Seeing the protective feature and due to too many unwanted threats, it also suspects QuickBooks and its related processes as a threat to Windows security. As a result, it may block some or all of the actions performed by the user in QuickBooks. With the help of this set of troubleshooting steps, we will temporarily disable the Windows UAC settings and check if the issue in question has been resolved.

  • For this, first of all, you need to click the Windows Start button
  • A main menu will appear and you need to search UAC.
  • Now you should click on the Change User Account Control Settings option
  • Also select change the settings to Never Notify.
  • To save this, you need to hit the OK button.
  • After this change, your Windows needs to be restarted.
  • Then you can try to export the report from QuickBooks in Excel format and check if the issue is still there.
  • If the issue still continues to bother you, then you can proceed with the next troubleshooting method.

Solution 3: You can try to Export using the Correctly Defined Method

  • For this process, you need to go to the Customer Center.
  • Look for the Transaction Pane and choose the transaction journal.
  • Then, you need to choose a specific transaction from the records available at the Transactions list.
  • After this, you can choose your transaction journal.
  • Click on the Excel button and this will create a new worksheet.
  • You need to export this to excel.
  • You also need to ensure you first open the Item List and then your specific report.
  • You should select the List and Open the Item List from it.
  • Then you should go to the report menu and choose which report you wish to open.
  • You need to press the Email button and then try exporting it to Excel option.
  • Now a drop down will appear and you can either select Excel or the exported file as Excel Form, from the list.

Need Some One on One QuickBooks Assistance?


Update How to Enable Excel in QuickBooks?

You can always Excel, you need to open QuickBooks and you can export a report:

For this, you need to go to the Reports menu and open any of the chosen reports from the list.
You need to select the Excel button. All export options should be available including Excel.

Factors Causing the QuickBooks Export to Excel Issues

The most possible factor can be the improper working of file registry.
Malfunctioning or damaged MS Excel. When the QuickBooks application is corrupted or damaged.
Either your QuickBooks needs to be updated, or the software might be damaged.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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