Skip to main content
July 20, 2022
Question

My Canadian transfers from my US bank account not matching …how can I fix this quickly

  • July 20, 2022
  • 1 reply
  • 0 views
I’ve tried changing the the currency rate manually to correct for those days but does not work

1 reply

July 20, 2022

Hi amaranthesso,

 

It's a pleasure to see you in Community.  Welcome!  Your banking is a vital part of your books and it's essential that you're able to match your transfers.  QuickBooks Online has the features you need to accomplish your goals with peace of mind.  I'd be happy to assist!

 

Matching your transactions with Multicurrency can be done effortlessly with the Revalue feature.  Here's how;

 

1. Go to Settings ⚙

2. Select Currencies

3. For the currency in question, choose Revalue currency from the dropdown under Action

4. Enter the Revalue date

5. Choose Market rate on revalue date or Custom rate

6. Hit Revalue and save

 

If you require additional assistance, please don't hesitate to contact us.  Your success is our number one goal and we'd love to help!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, feel free to reach back out.  We're here for you!