You probably already know that you can export most lists, registers, and reports from QuickBooks to Excel. It’s come to my attention, however, that sometimes the option to export to excel is greyed out and un-clickable. The only option available is to export to a CSV, in this case.
According to Intuit’s help page about this error, it can occur for three reasons:
- A supported version of Microsoft Excel is not installed,
- Your installation of Microsoft Excel is damaged.
- Your installation of QuickBooks is damaged.
The fix for #1 is easy – just install excel! The rest of the problems have quick fixes which aren’t too tough to figure out.
Excel is damaged.
To repair Excel, you can either un-install the program and re-install it, or you can simply repair it. To repair it, go to Control Panel, then Programs, then Programs and Features (Control Panel > Programs > Programs & Features). Find Microsoft Office, then click the Change button.
Once you repair the file, re-start your computer and try it again! This is the most common fix. However, you the problem might be that:
QuickBooks is damaged.
Un-installing and re-installing QuickBooks is an option in this case as well, but so is simply repairing your file. NOTE: Before you go uninstalling things all willy nilly, BACK UP YOUR QUICKBOOKS DATA.
To repair your QuickBooks file, follow the same steps above for repairing excel. Go to Control Panel > Programs > Programs & Features, find QuickBooks, click ‘Change,’ and elect to Repair the file.