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T
triasgem
May 25, 2025
Question

Can I upload multiple transactions foreign currency transactions

  • May 25, 2025
  • 1 reply
  • 0 views

I tried using Dancing Numbers import tool last August to upload multiple transactions with it's assigned GL coding in GTQ currency to a GTQ currency specified GL bank account. Instead of showing the conversion to the home currency (USD), it uploaded the GTQ amount as both the local and home currency, essentially 1:1. I've seen this in older posts as an issue with other customers. Has this been resolved? I have 1,000+ transactions from prior year to enter.

1 reply

J
Jovelyn_M1
May 25, 2025

Yes, Trias! You can upload multiple transactions from different currencies.

 

Before proceeding, ensure that the multicurrency is enabled in QuickBooks Online (QBO).

 

This feature is necessary for managing and recording transactions in various currencies, as QBO will not recognize or allow connections to foreign currency accounts without it.

 

Here's how to enable it:

 

  1. Navigate to Settings, then select Account and Settings.
  2. Choose Advanced.
  3. In the Currency section, click Edit ✎.
  4. From the Home Currency ▼ dropdown, choose your currency.
  5. Select the Multicurrency checkbox and confirm that you understand that you can't undo this option.
  6. Hit Save.

After enabling multicurrency, you can manually upload your transactions, ensuring the file is in CSV format.

 

Here's how:

 

  1. Go to the Transactions tab, then click Bank Transactions.
  2. Click the dropdown icon, then select Upload from file.
  3. Select Drag and Drop or select Files and choose the file you downloaded from your bank, then hit Continue.

  4. Select your GL bank account from the Account name dropdown, then click Continue.

  5. Follow the onscreen steps to match the columns on the file with the correct fields, then select Continue.

  6. Select the transactions you would like to import. Then select Continue.

    7. Hit Yes.

 

Furthermore, I am adding these articles to assist you in managing your transactions and ensuring the accuracy of your QBO account:

 

 

For more comprehensive support in optimizing your financial management, I recommend reaching out to our QuickBooks Live Expert Assisted team. These professionals specialize in offering guidance and insights that can help resolve your current challenges and enhance your financial strategies.

 

Should you have more inquiries about uploading transactions in various currencies in QBO, please contact us at any time. We’re eager to assist you.

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