Send report to excel options are grayed out

Thanks for taking the time to post your question here is the Community, Ralphy4321.

I want to make sure your employee is able to send a report to Excel through the QuickBooks Desktop account.

This option may be grayed out for this employee for a few different reasons. These can include being in multi-user mode incorrectly, a damaged installation, or insufficient user permissions. Here are a some of the causes and solutions:

1. Multi-user mode issues
Cause: QuickBooks may be stuck in a mode that prevents certain options from being accessed.
Solution: Go to the File menu and select Enable Single User Mode.
If using a third-party app like QQube, ensure that QuickBooks is in multi-user mode before the sync process starts. 
 

2. Corrupted program or company file 
Cause: A damaged QuickBooks installation or company file can cause various functions to fail.
Solution: Perform a clean install of QuickBooks Desktop to repair any damaged program components.
For dashboard graying-out issues, try rebooting both the server and workstations. 
 

3. Insufficient user permissions 
Cause: The user role may not have the necessary access rights to perform certain tasks.
Solution: As an administrator, go to the Company menu > Users > Set Up Users and Passwords.
Select the user and review their assigned access in the Access for user window.
To create or modify roles, navigate to Company > Users > Set Up Users and Roles, then select Role List to view and edit permissions. 

I'm linking a couple of articles below that I believe you'll find helpful:

• Fix export to Excel issues in QuickBooks Desktop
• Create and manage users and roles in QuickBooks Desktop Enterprise

Please don't hesitate to drop a comment below if you have any other questions. I'll be here to lend a hand.