How to Troubleshoot Export to Excel Issues in QuickBooks Desktop?

by James Antonio

If you are using QuickBooks desktop as your accounting software, then you would want to export the reports to excel. This functionality helps you in completing further analysis on the extracted report so that you can have a better insight into various aspects of your business. But sometimes you will come across a situation where you are not able to export your reports to excel. We will try to cover those situations and how to troubleshoot them.

Reasons Behind the Various Issues that Interrupt Exporting of the Reports to Excel:

  • Corrupt or damaged MS excel, or incorrect registry file.
  • Corrupt or damaged QuickBooks application.
  • QuickBooks not updated to the latest version.

How to Fix Export to Excel Issues in QBDT?

Step 1. The first step should be, updating your QBDT. After updating you can check by clicking on the Reports menu > report on the list > choose excel button > export to excel option should be available.

Step 2. Checking the compatibility of your QuickBooks desktop with the current version of MS office on your computer.

Step 3. You can also go to Microsoft website and apply steps to repair the MS office.

Step 4. You can try toggling your UAC i.e., user access control.

Step 5. Lastly, if none of the above steps work, you can try reinstalling QuickBooks.

Now when we have some clarity around the troubleshooting steps, let us look into some frequently asked questions from the users.

How can I Export the Report from QBO to Excel?

First click on Reports > select the report you wish to extract, click on export at the top of the report and choose to export to excel. Now save the file in the download folder or your desktop.

How can I Export the Transactions from QuickBooks to Excel?

First, click open the Vendor centre > choose excel drop-down > choose export vendor list. Select whether you want to create a new worksheet or update an existing worksheet and click on the export button.

How can I Export the Invoice from QuickBooks to Excel?

First of all, go to report tab > enter invoice list in the search box, press enter button. Now click export and then export to excel button.

How can I set up a new Group Name for Memorizing Reports in QuickBooks Desktop?

Click open the Report menu > click Memorized report > memorized report list > choose new group, enter the desired name of the group, and click Ok.

How can I share a Memorized Report in QuickBooks?

First of all, click open the report > click memorized option from the top menu > choose new > enter new name > click the checkmark on save in memorized group > choose the group > and click on the box to share the report template with the group. Click ok to complete the process.

Features of Dancing Numbers for QuickBooks Desktop





How Dancing Numbers Will Help You


Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

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

Customer Transactions

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

Vendor Transactions

Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

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

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items


Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows


  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business



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


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


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


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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

Most Recent Updates