Thanks for joining the thread, @gkeallen.
I'll ensure to provide the troubleshooting steps so your accountant can export the report to Excel.
In QuickBooks, there should be an option for your accountant to export reports to Excel. To fix the issue, you'll want to let your accountant update its QuickBooks software. This process ensures QuickBooks works in its optimal state. Visit this link for guidance: Update QuickBooks Desktop to the latest release.
If the issue still exists, let your accountant change the Windows User Account Control (UAC) Settings. Since UAC is used to protect your system from unwanted threats suspects QuickBooks and its related processes as a threat to Windows security and blocks some or all of the actions performed by the user in QuickBooks. Disabling it will help resolve the error. See the steps below:
- Go to the Windows Start button and search UAC.
- Select the Change User Account Control Settings option and change the settings to Never Notify.
- Hit the OK button and restart your Windows.
- Then, export a form or report from QuickBooks in Excel format and check if the error is resolved.
Moreover, you'll want to consult an IT professional since it's an Excel issue. That way, they can check if the problem is within the accountant's windows.
I'm also attaching these articles for future reference in managing Accountant's copy in QuickBooks:
Keep me updated if you have clarification or additional concerns about managing reports in QuickBooks. I'm always around to help you.
