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Sage 50 Won’t Export To Excel – Fix Sage Unable Export XLS/XLSX Error

Sage 50 Won't Export To Excel

When you try to export data, including invoices, bank statements, receipts, and more from Sage 50 to Microsoft Excel, you fail to do it, or an unexpected error Sage 50 Won’t Export To Excel encounters. Several cases arise when nothing happens when users attempt to export data from accounting software to Excel. Many times they fail to open the Sage report in Excel. To deal with this entire situation here, you will get all the relevant information. AccountsPro is rounded up with troubleshooting methods of Sage 50 won’t Export to Excel error while you have already done Sage 50 Excel Integration cautiously.

Causes When Sage 50 Failed to connect to Excel

Primary causes behind this failure to Export error:

  • The file block settings block the type of file you are trying to export. This setting is done in the Trust center located in Excel.
  • Incompatible office version
  • Microsoft Excel is not correctly configuring to begin a new worksheet

AccountsPro guide Sage 50 Microsoft Office Integration will give you some idea about important settings required .

How To Fix Sage 50 Won’t Export to Excel, XLS/XLSX File Error

Query: I recently upgraded to Sage 50 2023, and now when I try to export data to Excel, I get the error message “An unexpected error occurred while copying your report to Microsoft Excel.” I have used this feature daily in the past, and I have restarted my computer several times, but the error persists.

Steps to rectify the Sage 50 doesn’t export to Excel issue

Method 1: Check Trust Center Settings:

When you open or save any Sage report in Excel 2007 or higher, you have to follow the instructions below:

  1. Open Microsoft Excel on your computer.
  2. Search the “File” option in the top left corner and click on it to access the menu.
  3. In the “File” menu, click on “Options” at the bottom.
  4. A new window called “Excel Options” will appear. Find and click on “Trust Center” in the left-hand column.
  5. Within the Trust Center, click on “Trust Center Settings” to open the settings.
  6. In the Trust Center Settings window, select “File Block Settings” from the left-hand menu.
  7. Now, you’ll find a list of file types. For each file type, uncheck the “Open” and “Save” checkboxes to prevent Excel from saving in those formats. The following file types should be unchecked:
    • Excel 2007 and later Add-in Files
    • Excel 2007 and later Macro-Enabled Workbooks and Templates
    • Excel 97-2003 Add-in Files
    • Excel 2007 and later Workbooks and Templates
    • Excel 97-2003 Workbooks and Templates
    • Excel 95 Workbooks
    • Excel 2007 and later Binary Workbooks
    • Excel 95-97 Workbooks and Templates
  8. After making these changes, remember to save them by clicking “OK” in the Trust Center Settings window.
  9. Finally, click “OK” again in the Excel Options window to close it.
  10. Reopen the Sage report in Excel to apply the changes successfully.

You can also avoid any Sage 50 Error Code while opening excel if system user have sufficient permission . Also while having server connection issue with workstation then Sage 50 Crashes Export Report Excel .

Method 2: Restore Default Settings:

To restore the default settings for Microsoft Excel through the Control Panel, follow these steps:

  1. First, access the Control Panel on your computer.
  2. In the Control Panel, find and select “Programs and Features” (or “Add or Remove Programs,” depending on your Windows version).
  3. Look for your installed Microsoft Office version in the list of programs.
  4. Right-click on it and select “Change.”
  5. A new window will appear, offering repair options.
  6. Click on “Quick Repair” and then click “Repair” to proceed.
  7. Allow the repair process to complete, and once it’s done, restart your computer.
  8. After the system restarts, try opening the report in Excel again.

Method 3: Report header options:

Here are the steps:

  1. Open the report you want to export in Sage 50
  2. Choose the Excel option
  3. In copying, the report to Excel, choose the opposite button causing the error. For instance, if Send header to Page Setup in Excel is the reason for the issue then select Show header in Excel Worksheet or conversely
  4. Check whether you can create a copy of the report in Excel.

Method 4: Freeze Panes button:

  1. Open the report you need to export in Sage 50
  2. Click on the Excel option
  3. Unselect Use Freeze Panes in Copy Report to Excel

AccountsPro also gives free office tools with Sage 50 Cloud Hosting which is easy to use with Sage accounting software.

Method 5: Verify the Microsoft Excel Default view for new sheets:

Check the new sheet’s default view in Excel is “Normal View.”

To check this, here are the steps:

  1. Locate the Microsoft option located at the top left corner of the Window
  2. Click Excel Options
  3. Hit on the Popular button
  4. Locate the section named When Creating New Workbooks
  5. Choose Normal View listed in the drop-down which says Default view for new sheets
  6. Hit on OK button

Cannot Export a Report from Sage to Excel

Sage is undoubtedly an amazing accounting software that keeps updating itself to provide the best user experience. Sometimes exporting the report to Excel is not successful and this error or problem can be harmful to the users. It is always advised that if you have any doubts please contact our sage experts.

You can export your reports to Excel for further analysis in just a few clicks. Let’s do it now.

  1. Select the report you want to send to Excel in Sage 50 Accounts.
  2. If a Criteria window appears, enter any needed measures and click OK.
  3. Choose the appropriate output option as follows:
To save your sage report with a specified file typeClick Export, select where you want to save the file, enter a file name and type, then click Save.
To send the sage report to Excel in the same format as the report preview1. Click Report to Excel.
2. Please click Excel if you are using Sage 50 Accounts v23.1 or lower.
To send the report data to Excel, place the information in columns ready for further analysis.1. Click Data to Excel.
2. Sage 50 Accounts v23.2 or above, with Report Designer v4.0.134 – Click Excel.
3. Sage 50 Accounts v23.1 and below do not support this feature.

Sage 50 Failed to connect to Excel when sending data to Excel

Often, an error occurs when Sage 50 cannot connect to MS Excel. Usually, the screen shows “Failed to connect to Excel”. This message appears when sending data to Excel from Sage 50cloud Accounts. This message can occur for the following reasons:

Cause 1: You’re not running Sage 50cloud Accounts as an administrator.

Solution – Run Sage 50cloud Accounts as an administrator

  1. Run Sage 50cloud Accounts as administrator by right-clicking the shortcut.
  2. To change your Windows access rights, you must speak with your local IT support.

Cause 2: You’re not using a compatible version of Microsoft Excel.

Solution – Check your Microsoft Office is compatible

  1. On the menu bar, click Help then About in Sage 50cloud Accounts.
  2. Note the version number under Program Description.
  3. Use our Microsoft Office and Sage Software Compatibility Checker to make sure your version of Microsoft Office is compatible with your Sage 50cloud accounts.

Cause 3: There’s an issue with your installation of Microsoft Office.

Solution – Manually register Microsoft Excel

  1. Close the Sage 50 cloud account, then press the Windows key + R.
  2. Enter:
    • 32bit Excel – “C:\Program Files (x86)\Microsoft Office\root\Office16\Excel.exe” /regserver
    • 64bit Excel – “C:\Program Files\Microsoft Office\root\Office16\Excel.exe” /regserver
    • Note: Change ‘Office16’ to Office15 if you are using Excel 2013.
  3. Then tap on OK.

If the issue continues even after registering Excel.exe, uninstall then reinstall Microsoft Office and then uninstall and reinstall Sage 50cloud accounts.

How to export a Sage report into a Microsoft Office Excel Workbook(.xls)?

Exporting a Sage report to a Microsoft Office Excel Workbook (.xls) is a simple process that can be accomplished using the built-in reporting tools in Sage. This allows users to manipulate and analyze data in Excel, which is especially useful for creating charts and graphs or performing further calculations.

To save a report as a Microsoft Office Excel Workbook (*.xls) file, follow these steps:

  1. Select the desired report from the Reports menu of any application.
  2. In the Print Selection window, click on Printer Setup.
  3. Check the Print to File option and then click on Select File.
  4. Navigate to the destination folder where you want to save the file and specify the desired file name.
  5. Choose “Microsoft Office Excel Workbook (*.xls)” from the Save as type list.
  6. Click Save and then OK.
  7. Finally, click on the Start button to initiate the saving process.

Support Unexpected Error Exporting Excel in Sage 50 (Peachtree) Pro, Premium, Quantum

That’s all; expectantly, the article about the troubleshooting of Sage 50 Won’t Export To Excel error is understandable for you to proceed with implementation. Don’t worry if you are stuck anywhere; the Sage 50 technical support team will resolve all your concerns. Without hesitation, ring toll-free Sage 50 Support Number +1-800-983-3087.

The Sage advisor is there to provide you with every possible help. You can use a Sage 50 Live Chat option while working on the same so that you can clear your doubts immediately. Meanwhile, you can send an email with questions or screenshots of the current state where you are confused or stuck. I assure you will get the best resolution without any delay. The professionals are ready to address your all problems without delay.

Frequently Asked Questions(faqs)

Why can’t Sage 50 accounts connect to Excel?

This message can occur for the following reasons: You’re not running Sage 50cloud Accounts as an administrator. You’re not using a compatible version of Microsoft Excel. There’s an issue with your installation of Microsoft Office.

How do I connect Sage 50 to Excel?

✅ Make sure that the Sage options are available
✅ Open Excel then open your workbook or a blank workbook.
✅ Check that the Sage tab appears. …
✅ Click File then click Options.
✅ Click Add-Ins then click the Manage drop-down and click Excel Add-ins then click Go.
✅ Select any Sage add-ins then click OK.

How do I export data from Sage 50 to Excel?

Click Export, browse to where you want to save the file, enter a file name and file type, then click Save. Click Report to Excel. Sage 50 Accounts v23. 1 or below – Click Excel.

Can you link Sage to Excel?

Sage 50cloud Accounts integrates with Microsoft Excel, making it quick and easy to send account data from most Windows straight to Excel. You can then manipulate the data to suit your business needs.

How to Export a Report from Sage to Excel?

✅ Click “Print.” This will bring you to the “Export” window.
Select Format: From the drop-down menu, choose the version of Excel you wish to use.
Select Destination: From the drop-down menu, select “Application” so you can open the report directly in Excel.

How to Export data from Sage accounting?

✅ Open the required module, for example, Customers.
✅ Click Reports and select the relevant folder, for example, Customer Details.
✅ Select the required report, for example, Customer Record CSV.
✅ Click Export and browse to the location to save the file.
✅ Enter a relevant File name.

How to do Export transactions from Sage?

In the Period drop-down list, click Custom. In the From and To boxes, enter the date range you want to see the transactions for. Click More, then select the relevant transaction type and status from the drop-down lists. Click Calculate, then click Export.

How do I Export a chart of accounts from Sage?

✅ Export shows nominal code, ledger name, control account, category, tax rate, and visibility.
✅ Go to Settings, Business Settings, Chart of Accounts.
✅ From the New Ledger Account drop-down, select Export Accounts.
✅ Once the export is finished, you will see a notification in the Reports folder on the top menu.

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