Is QuickBooks Compatible With Microsoft Office 2010?

The simple answer is yes, but, judging from posts on Intuit’s community forums, there’s a lot of confusion on the topic. 1 Most of the initial reports of incompatibility were due to users running a beta version of Microsoft Office 2010, running a 64-bit version of Office 2010, or not having updated QuickBooks to the latest release.

Microsoft Office 2010, like many products, was initially released as a beta version. Intuit generally does not support beta releases. When Microsoft Office 2010 was released as a final product, it offered users the ability to install either a 32-bit or 64-bit version; either version can be installed from the retail Microsoft Office DVD. While the 64-bit version makes more system memory available to applications such as Excel, Microsoft itself cautioned that the 64-bit version is incompatible with many add-ons for Office and recommended that most users install the 32-bit version of Office 2010.

With the 32-bit version of the publicly released Microsoft Office, QuickBooks 2008 (Release 10), 2009 (Release 12), 2010 (Release 9), and 2011 (Release 1) are compatible with Microsoft Office 2010. We’ve tested the basic functionality of using Microsoft Office 2010, such as sending reports with Outlook and exporting to Excel, with each of those QuickBooks versions and observed no problems.

Intuit continues to address compatibility for the 64-bit version of Microsoft Office 2010, as discussed below.

As of the availability of Release 8 for QuickBooks 2010 (released on 9/2/10), QuickBooks 2010 products support some functionality with the 64-bit version of Office 2010, including such popular programs as Outlook 2010, Excel 2010, and Word 2010. However, Intuit points out this functionality is not available in Enterprise Solutions 10.0 or QuickBooks Premier Accountant 2010, an industry-specific version of the QuickBooks Premier product.

Earlier releases of QuickBooks 2010, as well as older versions of QuickBooks, are not compatible with the 64-bit version.

To prepare letters, export reports, synchronize contacts, or send emails (other than using QuickBooks E-mail), QuickBooks 2010 running Release 7 and earlier products also support Office 2002, 2003, and 2007.

See our article on how to determine your release of QuickBooks for more information.

For more information, see this Intuit knowledge base article.

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Comments

  1. i have QB 2011 (updated today) and Excel 2010 (32 bit). when i try to export a report from QB i get an error message that Excel could not be opened – an error ocurred when trying to connect to excel.

    the problem is recent as i have successfully exported from QB 2011 to Excel 2010.

    Any ideas? thanks

    • Chief Mechanic says

      Intuit has conflicting information on this. The link to QB 2011 system requirements states that “Exporting reports requires Microsoft Excel 2007, 2003 or 2002. Excel 2010 is supported only on QuickBooks Pro and QuickBooks Premier non-Accountant editions (Contractor’s, Non-Profit, Manufacturing, and Wholesale)”. However, we have the Accountant Edition of 2011 and Excel 2010 works fine. The QB 2011 release notes do indicate that Excel 2010 should work as does QB Microsoft Office 2010 FAQ. Those conflicts mean that Office 2010 compatibility changed over the various releases for QB 2011, so you need to make sure you have the most recent release (R12 as of this writing). Next, you can see if you installed any updates to Windows or Office recently. It’s possible one of those updates didn’t install properly. If those suggestions don’t help, you can try the old but painful standby: uninstall Excel and reinstall it, along with any updates.

      Hope that helps.

  2. Thank you for the clear article addressing the question I was looking for an answer on. I’m just confused by the last sentence. Earlier in the article you say:

    With the 32-bit version of the publicly released Microsoft Office, QuickBooks 2008 (Release 10), 2009 (Release 12), 2010 (Release 9), and 2011 (Release 1) are compatible with Microsoft Office 2010. We’ve tested the basic functionality of using Microsoft Office 2010, such as sending reports with Outlook and exporting to Excel, with each of those QuickBooks versions and observed no problems.

    But in the end you state:
    To prepare letters, export reports, synchronize contacts, or send emails (other than using QuickBooks E-mail), QuickBooks 2010 running Release 7 and earlier products support Office 2002, 2003, and 2007.

    That statement seeme to indicate that earlier versions of QB are only compatible with OL up to 2007. I’m hoping the earlier statement is accurate since I have a client with QB 2008 and OL 2010. Can you clarify?

    Thank you.
    Jodi

    • Chief Mechanic says

      Sorry for the confusion. QB 2008 release 10 or greater is compatible with Outlook 2010, which can be purchased separately or as part of Microsoft Office 2010. QB 2008 is also compatible with Office 2002, 2003, and 2007. For greater clarity, we’ve edited the last sentence you quoted to include the word “also”, which was the our real message. Thanks for the heads up.

      That said, QB 2008 is getting on in years. It’s long past its sunshine date, and there may be issues with the upcoming release of Windows 8. Office 2013 has already been released to manufacturing with a public release sometime in January 2013. There are always others programs fighting for software update dollars, but your client would benefit from a nudge to let QB get some of those funds.

  3. WeedWhackerDood says

    QB2010 is NOT compatible with MS Office 2010 64bit. Don’t believe the snake oil that some try to sell as ‘know it alls’. First hand experience with this issue has driven me nuts and the fact that Intuit gives a **** poor formula to follow to try and help you determine what Office 2010 applications do what with QB 2010 should cause the most dedicated Intuit customer to reconsider using their poor product. http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/898761#version

    Weed

    • I’m not sure the origin of your snake oil reference, but our article on the subject indicates that there are compatibility problems with the 64 bit version of Office 2010, and Intuit is working to resolve them. Microsoft itself recommends most users install the 32 bit – not the 64 bit – version.

    • I agree with you weed, for a software product that has been in circulation as long as Quickbooks has it amazes me how many issues still crop up with this God awful product. You would have thought that they would have the ability to get it right on occasions, either its a compatibility issue, a print issue or an email issue; the list is endless. If they spent more time on developing the product rather than trying to con their customers on very poor upgrades!!

      INTUIT you should be ashamed of your efforts

      • Chief Mechanic says

        You’re right that there is a long list of issues, but that’s true of every popular program used by millions of users. A lot of users creates another problem: fixing something for 1 user might break something for another user. That leads to fixes taking some time. If you have constructive suggestions for Intuit to improve what is a challenging process, pass them along. I’m sure they’d appreciate them.