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Mar 12, 2019 1:27 AM UTC
Solved

How to download historical exchange rates under list->Currenc list, so to use them during entering and paying multi currency bills let's say for year 2017 ?

I am using QuickBooks pro 2017 desktop version. I want to perform accounting of multicurrency transactions for year 2017 now. To enter the exchange rates, one option is to manually enter the exchange rates under List-->Current list. But, i want to know how to download automatically (without manually entering) historical exchange rates under list->Currenc list, so to use them during entering and paying multi currency bills for the period 2017.

Answer
Mar 12, 2019 1:27 AM UTC

Hello there, deepakr.ecommerce.

Let me help you get the historical exchange rate into QuickBooks.

Great news! you have the option to create an excel file for the historical exchange rates, and import them into QuickBooks so you won't have to enter them manually.

Here's how:

  1. Go to the List menu from the top of your screen.
  2. Select Current List on the drop down selection.
  3. Click the Excel button at the bottom part of your screen and select Import items.

I've attached a screenshot for your reference.

If you're having difficulties of importing the exchange rates from excel to Quickbooks, you can contact our phone agents so they'll be able to guide you throughout the process. Here's how you can get it touch with them:

  1. Go to: https://help.quickbooks.intuit.com/en_CA/contact
  2. Click QuickBooks Desktop.
  3. Select a topic.
  4. Click Get Phone Number, Send Email, or Start a Chat.

Should you need further assistance, please let me know by leaving a comment below. I'll be right here when needed. Have a nice day!

8 replies

Answer
Mar 12, 2019 1:27 AM UTC

Hello there, deepakr.ecommerce.

Let me help you get the historical exchange rate into QuickBooks.

Great news! you have the option to create an excel file for the historical exchange rates, and import them into QuickBooks so you won't have to enter them manually.

Here's how:

  1. Go to the List menu from the top of your screen.
  2. Select Current List on the drop down selection.
  3. Click the Excel button at the bottom part of your screen and select Import items.

I've attached a screenshot for your reference.

If you're having difficulties of importing the exchange rates from excel to Quickbooks, you can contact our phone agents so they'll be able to guide you throughout the process. Here's how you can get it touch with them:

  1. Go to: https://help.quickbooks.intuit.com/en_CA/contact
  2. Click QuickBooks Desktop.
  3. Select a topic.
  4. Click Get Phone Number, Send Email, or Start a Chat.

Should you need further assistance, please let me know by leaving a comment below. I'll be right here when needed. Have a nice day!

deepakrAuthor
Mar 12, 2019 1:27 AM UTC
Thanks. I am using QuickBooks pro 2017 and can't see excel-> import functionality. Can you help knowing what could be the reason and solution for that ?