Thank you for following this thread, Sherim.
It can be challenging when you're unable to mark the checkbox for Attach as an Excel file and it doesn't save. Allow me to assist you in resolving this issue promptly.
When you click on a button or a link and nothing occurs, it indicates that pop-up windows are being blocked. Let's adjust your browser settings so that you can save and attach the file in Excel.
The process differs from which one you’re currently using. Let me help and walk you through the steps on how to perform this task in Google Chrome.
- Click the three-dot icon in the upper left to select Settings.
- This action will direct you to a page that shows a list of the browser's preferences.
- Head to the Privacy and security menu on the left panel and choose Site setting.
- In the Content section, select Pop-ups and redirects to view more options.
- Go to the Allowed to send pop-ups and redirects section.
- If you prefer to keep pop-ups blocked, add an exception for QuickBooks Online instead:
a.To the right of Allow, select Add and enter qbo.intuit.com.
b. Press the Add to keep the changes.
For other browsers, follow the instructions outlined in this article: Why doesn't anything happen when I select a button or link?
After setting up everything, you can start attaching the report in Excel. I've attached an article that covers all the processes about keeping the current customisation settings in your report, including the steps to email one: Memorise reports in QuickBooks Online.
To make the most of your reports and help you concentrate on the important aspects of your business, we encourage you to thoroughly review each article for comprehensive information:
Should you require further assistance in attaching your reports to Excel or if you have any queries about customizing the layout, feel free to get in touch with me. I'm more than happy to help. Have a fantastic rest of the day, Sherim.
