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I am using a newly purchased Quickbooks 2021 Desktop for Mac Software on a new Macbook Pro running Big Sur V. 11.2.3, and a 2019 Microsoft Suite for Mac that I confirm is fully updated. Exporting the P&L Detail to Excel, even with this ideal setup does not work. I receive error alerts from excel and the text portion of the data does not show up in the excel spreadsheet. In this chain of comments alone, the export errors are widely reported by others and a known issue to Quickbooks. I had two calls that each lasted an hour with Quickbooks and was able to run a utility that confirmed there were no problems with the data in my quickbooks, and there were still pop up errors and alerts even when generating the report on sample data. In the second call I allowed a screen share for a more complete examination of the issue and the customer service rep claimed the error is a problem with Excel. I am disappointed with Quickbooks customer service. They directed me to contact Excel/Microsoft Customer Service, which was fruitless for me and wasted additional hours of my time. It is Quickbooks responsibility to design their product to work with other softwares that it claims are compatible. It is not fair for this large company to expect individual customers to contact other companies about a design flaw in their product. My Excel software seems to be running perfectly, does not require an update and the Microsoft Customer Service team found no issues with it.
I am eager to resolve this so that I can deliver P&L detail excel reports for my nonprofit. I do not have an IT department to dedicate time to resolving this. Will also say the Customer Service people were doing the best they could with a poor set of tools to resolve customer complaints. I am sharing this comment in the hopes it helps someone else making a decision about investing in the software. If Quickbooks wishes to reach out to me to take a third try at resolving this issue I am open to it. I cannot see a way to begin a new thread in this community page.