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Problems opening the QuickBooks Statement Writer (QSW) in Excel 2003

The QuickBooks Statement Writer (QSW)* is an Excel add-in that connects QuickBooks data to Excel and provides customized formatting and roll-up functionality. QSW keeps statements synchronized with changes in QuickBooks. After starting a new statement, all work is done in the Excel window. If you have Microsoft Office 2003, the following problems may arise when you try to create reports in Excel using QSW.

For Intuit Statement Writer - when clicking to open ISW:

  1. QB displays the Welcome to Intuit Statement Writer window.
  2. When New Financial Report or Open Financial Report is selected, the Statement Writer displays a blank worksheet without the Document Activities pane.
  3. Nothing else happens: The New Statement window does not display or the QuickBooks Application Certificate.
  4. The blank worksheet remains open and the ISW does not close.

For QuickBooks Statement Writer - when clicking to open the QSW:

  1. QuickBooks displays the Statement Writer window.
  2. When Design New – Design a new financial report is selected, one of the following messages displays:
    • "Warning - The Default Appearance could not be edited."
    • "Unhandled exception has occurred in a component in your application…Could not load file assembly ‘Microsoft Office.Interop.Excel.Version=…"
    • "Unhandled exception has occurred in a component in you application…Object reference not set to an instance of an object."

*  QuickBooks Statement Writer (QSW) was referred to as Intuit Statement Writer (ISW) in earlier versions of Quickbooks.
Why this is happening

The issues occur when you are using a version of Microsoft Office that does not support XML.

All versions of Microsoft Excel 2007 and later support XML, but only some versions of Excel 2003 do.

The following Microsoft Office versions do not support Intuit Statement Writer or Quickbooks Statement Writer:

  • Microsoft Office Basic Edition 2003
  • Office Standard Edition 2003
  • Office Student and Teacher Edition 2003
How to fix it

Upgrade the version of Microsoft Office to a version of Microsoft Excel that supports XML (Example: MS Office 2007 and later).

KB ID# SLN41242
10/26/2016 4:18:47 AM
QYPPRDQBKSWS08 9138 Pro 2017 cdfbea