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T
tfearn
December 30, 2020
Question

Is anyone having an issue matching, via reconciliation, a payment to a CAD based bill. The bill does not show up in the list when I do a "Find Match" and select Foreign

  • December 30, 2020
  • 1 reply
  • 0 views
Only 1 of the 5 foreign CAD-based bills show up in the list

1 reply

R
Rea_M
December 30, 2020

Hello there, @tfearn. I'm here to ensure you're able to reconcile your payment transaction to a foreign currency (CAD) based bill in QuickBooks Online (QBO). 

 

The online banking feature in QBO will automatically identify and use your home currency. When you match transactions, you'll have the option to toggle between Home currency and Foreign currency transaction pages. Based on your description of the issue, the other four foreign CAD-based bills may show up on the Home currency page. With this, you can toggle back to the said button and check to see the other bills. Here's how:

  1. Go to the Banking menu.
  2. Select the tile for the account you want to review.
  3. Go to the For review tab, then find and select the downloaded transaction you want to match.
  4. Click the Find other matches button.
  5. Toggle between the Home currency and Foreign currency buttons to find the four other bills.
  6. Once found, select the boxes beside the bills, then click Save.

 

I've attached screenshots below that show the first five steps.

 

After categorizing, you're now ready to reconcile your account. I'd recommend doing this process every month. This is to effectively monitor your income, expenses, and the growth of your business. For the step-by-step guide, you can check out this article: Reconcile an account in QuickBooks Online. It also includes details about reviewing and editing past and completed reconciliations.

 

You can count on me whenever you have other concerns or follow-up banking and reconciliation inquiries. I'm just around to help. Take care always.

T
tfearnAuthor
December 30, 2020

I'm doing this exactly as you describe.  I'm trying to match a bill but it does not show up when I press the Foreign currency radio button.

N
Nick_M
December 30, 2020

Hey there, tfearn.

 

Thanks for reaching out to the Community today, If the steps provided by my colleague seem to not be working for you, then I'd recommend reaching out to our support team for further guidance. They can look into your account with you in a private 1-on-1 setting to determine what the issue is. To reach them follow these links to chat with an agent. 

 

M-F 6 AM to 6 PM PT

If you're also using our Mobile App or have any other commonly asked questions, you can check out this helpful article below:

Thank you for your time and I hope you have a wonderful day.

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