Date format formula is incorrect when exporting reports to Excel

Legacy KB ID: 740

Question

When you export your report to Excel the date format formula is set to mm/dd/yyyy but the values came across on top of this as dd/mm/yyyy and problems are encountered with date formats where dates in the range 1st -12th day of the month will have incorrect date numbers and dates in the range 13th -31st day of month will be text entries.

This is a known issue with the integration between Reckon Accounts and Excel

Answer

This can be easily overcome with a few simple steps as follows:

1. Export your report to Excel as per normal

2. Highlight all the dates in the date column and copy & paste these to a new notepad document.

3. Go back to the excel sheet and delete the highlighted dates.

4. Now highlight the whole date column and right click and select Format Cells. Change the following values to:

Locale=English (Australia)
Category=Date
Type=14/03/2001

5. Then go back to the notepad document and copy & paste the dates back into the newly formatted fields.




Need more help?

Ask the Reckon Community at: https://community.reckon.com/

Or Log a Support Ticket: https://www.reckon.com/au/support/

How did we do?

Setting default font size on a report.

Deleting the qbprint.qbp and WPR.ini files.

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