Intuit Statement Writer Update April, 2011

Written by Doug Sleeter

Here are a few tips and updates about Intuit Statement Writer (ISW) version

  1. ISW needs MS Office installed. Version 2003, 2007, or 2010 works, but 64-bit MS Office is NOT supported yet.
  2. We are still seeing some instability with ISW on Win 7 64-bit running Office 2010 32-bit. The symptom is that it crashes Excel on exit (seems to be a harmless crash), and Intuit is working on it.
  3. We’ve noticed an occasional issue with PDF creation: If you have Acrobat Pro version 9 with Office 2010, the Print to PDF does not generate. This is not rampant but has been observed  on customers’ machines that have the Acrobat reader as well. The work around is to use Acrobat to combine the documents that reside in the ISW report folder.
  4. The bug I identified in my blog article from February 7, 2011 (the issue with the “Net Income” line on the Balance Sheet) has been fixed.
  5. If you see an error message from Excel that says “Office document customization is not available,” it is caused by locating ISW files on the network without the proper configuration/security settings on the network.

ISW Error

The work around is to copy the QSM file to the local machine and open it there in Excel. However, you can fix it so that ISW allows the files to remain centralized on the server so that all client machines in the office can remotely access ISW files.

Locating ISW files (.qsm files) on a server is tricky and depending on your security settings. If you save files to a network folder, you should do the following:

  • Set the ISW preferences so that they use the network path (e.g. the UNC path such as \\myserver\Intuit\Statement Writer, or to a Mapped Network Drive like X:\Intuit\Statement Writer)

Intuit Statement Writer preferences

  • After setting the preferences in Statement Writer, apply one of the two “ISW Network Fix Utilities,” located on Intuit’s support site for automating the “permissions” on your network so that ISW can work properly. The article on that web page discusses two scenarios. The first is where you have “redirected” the My Documents folder on network client machines to point to a server location. The more common scenario is when you simply want to open files located on a the network somewhere, but not via your My Documents (redirected) folder. So pick the second link on that page to apply the network fix if you don’t redirect your My Documents folder.

If you continue to have trouble with locating ISW files on a server, please report them to us so we can get the feedback to Intuit.

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About the author

Doug Sleeter

DougSleeter (@dougsleeter) is the founder and former CEO of The Sleeter Group, an international network of accounting software consultants, and the former producer of SleeterCon, an annual conference and tradeshow for accounting professionals.

In 2015, he sold The Sleeter Group to Diversified Communications (www.divcom.com) and the company has since become The Accountex Network.

He is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.

Always in search of the next big thing, he is currently focusing on digital currencies and blockchain technology. He believes these technologies will change virtually everything in global commerce.

The CPA Practice Advisor recognized Doug as one of the "Top 25 Thought Leaders" in the accounting profession and he has been named to Accounting Today's "Top 100 Most Influential People in Accounting" each year 2008 through 2015. In 2013, he was recognized by Small Business Trends with the Small Business Influence Champion award.

In the early 1990s, Doug was a pioneer in developing the first QuickBooks seminars in the country and has since built the largest group of accounting software consultants in the small business accounting profession. Doug serves on several advisory boards for technology companies and has consulted with numerous industry leaders including Intuit, Sage, Apple, and Adobe Systems. 

Doug is the author of numerous books and courseware materials including The QuickBooks Consultant’s Reference Guide, and QuickBooks Complete, a college textbook.
Doug attended both the University of California Santa Cruz and Santa Clara University and holds a Bachelor of Arts degree in Computer Information Systems. Doug and his family live in Pleasanton, CA. Doug's hobbies include woodworking, golf, and lifelong learning.


  • It really depends on what ‘exact’ version of Excel you are using for any year, if it works or not. Initially ISW worked with all versions of Excel 2003, then after a couple of revisions it no longer worked with some versions; same with Excel 2007 (it doesn’t work with Home and Student version) or at least it hasn’t in some ISW incarnations.

    This is one of the frustrating things about ISW, some versions and releases work with some Excel versions and some other releases do not work with the exact same Excel version. At times it seems like a ‘crap shoot’….so it’s a gamble if the extra $$$ you pay for the ISW product are going to work with the Excel you already have (or if you are going to have to upgrade your Excel to make it work) or send ISW packin back to the Intuitities.

    William “Bill” Murphy – Oklahoma City

  • Bill, Thanks for the note. I agree that it’s somewhat frustrating to deal with all the different versions of Excel. But ISW has done the best they can to deal with all of the possibilities out there. Not perfect yet, but most things are now working…

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