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How to Fix QuickBooks Unable to Export to Excel Error?

QuickBooks users have often experienced one common error during their tenure in using the software. That error is QuickBooks Export […]

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QuickBooks users have often experienced one common error during their tenure in using the software. That error is QuickBooks Export to Excel not functioning.

Although QuickBooks to excel do not comprise such complications, however, in rare scenarios, technical issues may come up. Such issues may include QuickBooks crashing while exporting to excel or freezing of QuickBooks while exporting to excel.

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This issue is mainly seen when the user’s QuickBooks software is not upgraded and the particular export to Excel option is either not functioning or grayed out. If you are also facing such problems when exporting reports and forms from QuickBooks in Excel format, then keep reading this article. We will provide you with a set of instructions that will help you to gain access to QuickBooks export to excel characteristics.

What are the Reasons for Which QuickBooks Export to Excel Feature Fails?

There are several factors that are accountable for QuickBooks Export to Excel failure. Before we move further to find the solutions for this problem, let us first understand what the reasons for the arrival of this error are.

Not to mention, to imply the right solutions for this problem, identifying the root of this issue is too important. Here is the list of reasons why QuickBooks is unable to export to excel occurs.

  • An Incomplete or half update can be one of the primary reasons for the occurrence of this error.
  • The User Account Control settings of Windows can also give rise to problems in exporting files in Excel from QuickBooks.
  • Often this error arises when the latest software has not been installed in the system.
  • The MS Excel software is damaged or corrupted.
  • Your particular system lacks the needed system requirements in order to run the QuickBooks Desktop application.

How to Resolve the Error QuickBooks is Unable to Export Excel?

Solution 1: Upgrading the QuickBooks Software to the Latest Version

Upgrading the software makes sure that QuickBooks functions in its best state. In order to update the QuickBooks Software, the steps given below must be carried out and then delete the error that does not allow QuickBooks to get exported to excel.

  • Launch the particular QuickBooks software on your computer system.
  • Navigate to the main menu and press Update.
  • Finish the update process and see if the error is still there.
  • Ensure the internet connection is reliable and stable.

Solution 2: Disable the Windows User Account Settings Temporarily

Often, Windows User Account Control Settings that are designed to safeguard your system from unseen threats presume QuickBooks and its concerning processes as a security issue to Windows and restrict some of its actions conducted by the user in QuickBooks.

With these solutions, the Windows UAC settings will be disabled temporarily to see if the error has been resolved or not.

  • Press the Windows Start button and look for UAC
  • Now press the option Change User Account Control Settings and edit the settings to the options Never Notify
  • Press the OK button and then start your Windows again
  • Try to export a report or form from QuickBooks in excel format and see if the issue is solved or not. If the issue still persists, follow the next solution for this problem.

Solution 3: Try using the Right Method to Export Excel

In some cases, using the wrong method to export an Excel file can give rise to problems. Follow the given procedures to export a particular excel file from QuickBooks to prevent the occurrence of any kind of errors.

  • Navigate to the Customer Center and select transactions from the given Transaction pane.
  • Choose the transaction from the journal available in the Transaction List.
  • Select your transaction journal.
  • Press the Excel button and make a new worksheet and then export this to the particular excel.
  • Ensure that you open the Item list first and then you report.
  • Choose List and then click Open Item List.
  • Choose and open the report you wish to open from the given Report Menu.
  • Press on the Email button and then click the option Export to Excel.
  • Now choose Email as Excel Form or Excel from the given drop-down list.

Solution 4: Fix the Microsoft Excel on Your Windows Computer

Since the error is concerned with the Excel file, it is quite evident that a malfunction in the Microsoft Excel installation can give rise to the problem mentioned in the article.

Hence, before you think of looking for solutions for this problem, try fixing the MS Excel installation.

The steps mentioned above and all the solutions will help you fix the QuickBooks Unable to Export to Excel error. You will be able to fix this issue instantly.

However, it is quite possible that you get stuck somewhere and need professional assistance. In such a scenario, you can get in touch with our Dancing Numbers team of experts via LIVE CHAT.

QuickBooks professionals can guide you all the way and you will no longer face this problem.

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Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

Is it Possible to Export Reports from QuickBooks Online to Excel?

Yes. It is possible to export transactions but you need to copy the particular transactions from one file into another file.

Is it Possible to Export Invoices from QuickBooks to Excel?

Yes. It is possible to export invoices from QuickBooks Desktop to Excel with the help of the steps given below:

Step 1: Firstly, you need to navigate to the Reports section. Now you need to add the invoice list.
Step 2: Now you need to customize the report. Now press on Run report.
Step 3: On the report page, please press the option, Export, and then select Export to Excel.

What are the Reasons that give rise to the Export issue in MAC?

Here is the list of the reasons that give rise to the problem of exporting in the MAC system:

• You are prompted to use Intel Core Due
• The Hard does not have adequate space. A minimum of more than 250MB of space is needed
• QuickBooks for MAC 2016 R5 is needed
• You must use at least 2-4 GB capacity of RAM

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

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

Error Free

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On-time Support

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

Dancing Numbers: Case Study

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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