Exporting Quickbooks reports to Excel macro-enabled workbooks

I spent considerable time on the computer and on the phone yesterday trying to figure out how to get a Quickbooks report exported to a macro-enabled workbook. (Workbooks with macros must, since Office 2007, be saved as "macro-enabled", or the macros won't be saved with the file). The .xlsm file type is not a selectable option when exporting. But, Quickbooks will allow you to waste the time to click on the "Excel -> update worksheet -> browse for file -> select worksheet" process before the system finally tells you the file type is unsupported.

This is not a Quickbooks problem, but it does seem like Intuit support should be aware of the problem. The workaround is to save your Excel file as a 1997-2003 file, which is .xls type but which allows macros.


Have you opened that Excel file to see if the QB add in tab is in the ribbon, then updated from there?
Was this answer helpful? Yes No
2 additional answers

No answers have been posted

More Actions

People come to Accountants Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: