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Personal workbook not automatically loading when generating an excel report from accounting software

Anonymous
2024-10-08T23:27:31+00:00

I am having trouble with my personal workbook not automatically loading when I generate an excel report from my accounting software. It was working previously, but after a computer crash and restore, it no longer works. If I open an excel file that's already created then the file loads, but I need it to load when the report is generated and creates a new excel workbook. It also works if I just open a new workbook. Any help is greatly appreciated.

Microsoft 365 and Office | Excel | For business | Windows

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  1. Anonymous
    2024-10-09T02:41:15+00:00

    From your description, issue seems generating an excel report from accounting software not trigger the Excel software to be recognized as opened action.

    You may create a shortcut for personal.xlsb or open a new workbook to open personal workbook as workaound.

    Since it works normally for new workbook and exist workbook, I guess you need to find help from accounting software support to make it work.

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