Hello, mihosakai1024.
I appreciate the screenshot, and thanks for taking the time in doing the steps given by my colleague. I'll jump aboard to help you fix the issues when backing up to a shared drive.
I'll also lay down some solutions to help you fix the greyed-out Excel export option.
The backup location target might've been unlinked, or QuickBooks isn't reading the folder correctly. In this case, we can toggle the target location to your local drive, then change it back to the shared drive (drive T as seen in your screenshot).
Here are the steps:
- Go to File, then hover on Back Up Company.
- Select Create Local Backup.
- Select Local backup, then click the Options button.
- Click on Browse under Local Backup Only, then select the local drive.
- Set any other settings if needed, then hit OK.
- Hit Next, then run the backup process to your local drive.
After running, go back to the Local Backup settings window, then check the shared drive location to see if you can select it again.
There could also be some issues with the shared drive's permission settings. If you've changed them, you'll want to review and revert them to ensure you can back up your file.
If you're still encountering the same issue, we can run the Tool Hub utility. There might some issues with how QuickBooks detects the backup location.
We can download the Tool Hub utility in this article, then follow the steps to install and run it: Fix common problems and errors with the QuickBooks Desktop Tool Hub.
About the greyed-out Excel option, there could be some incompatibility issues with QuickBooks Desktop (if you've changed your Excel version) or both programs have installation issues.
There are several potential fixes for this, so I recommend doing all the steps outlined in this article: Fix export to Excel issues in QuickBooks Desktop.
After fixing the issue, do you also need help following up with your customer balances? If you need help, I'll add this article as a guide to creating a billing statement: Create a billing statement.
Please let me know if you have more concerns about your files or reports. I'm always here to help.
