Intuit released the QuickBooks 2014 R5 revision about two weeks ago, and not long after that, we started seeing a lot of reports about problems with exporting reports to Excel and emailing reports as an Excel file. “Excel” wouldn’t appear as an option if you clicked the Export or Send Report as Excel button. This problem could be intermittent – some people would only see it once in a while, some people would never see it. I could never get the problem to show up in any of my test systems. The good news is that Intuit has created a patch to correct this problem, which is being pushed out as an “Ultra Light Patch” (ULIP).
I’ve discussed the ULIP patch method before – it’s a way for Intuit to push out urgent, critical fixes quickly, without having to wait for an “R-level” major patch. This is a good news/bad news issue as far as I’m concerned. The good news is that critical fixes can be distributed to users much more quickly than usual. The bad news is that it’s VERY hard to tell if you actually HAVE this patch applied to your installation. I wish Intuit could come up with some simple way so we could tell if these patches are installed! See Intuit support article INF23122 for details on ULIP/critical fixes and how to ensure they’re installed.
As I understand this, there are two ways you can get this patch:
Automatically – If you have Automatic Updates enabled, you should eventually get this patch. However, it isn’t clear to me if you’ll get that soon or only when the next R-level update occurs. If you’re running into this problem with Excel, I wouldn’t wait for Automatic Updates to push this out.
Manually – Here’s how you can manually update your QuickBooks installation with this patch. Note that you have to do this on every computer you have that’s running QuickBooks.
- Select the Help menu and then Update QuickBooks.
- Select the Update Now tab.
- Scroll down to find Critical Fixes and make sure it’s selected.
- Click Get Updates.
- Close the window and exit QuickBooks. Note that QuickBooks should not be running in the background – so if you have the Keep QuickBooks running for quick startups preference enabled, you should reboot your computer.
The next time you start QuickBooks, the problem should not occur.
I have not been able to test this patch since I was never able to duplicate the problem in the first place. However, in my experience, these ULIP patches have been very reliable.