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December 20, 2023
Question

Hello, how can change the currency of our Bank Accounts in QB? The bank has been linked for 6 months but the currency is Canadian I want to change it to USD. Thank you.

  • December 20, 2023
  • 1 reply
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The bank account was linked for 6 months but the currency is Canadian I want to change the currency to USD. My problem is there are 100 transactions posted in that US Bank account which is accounted as Canadian. What should I do? Thank you.

1 reply

December 20, 2023

Hi there,

 

 Welcome to the Community. It's vital you're able to sync your US transactions in QuickBooks so you can take full advantage of the program. Rest assured, I'll be happy to share more info and help steer you in the right direction. 

 

While the option to switch the bank currency from US to Canadian is unavailable, the program makes it easy to connect the US account as a new account. Here's a helpful article that shows you how to: Connect bank and credit cards in QuickBooks. In case your bank isn't listed, you can request access through your bank by following the steps below: 

 

  1. Go to the Banking menu.
  2. Click on Link account.
  3. Search for the name of your bank. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks."
  4. If you’re unable to find your bank, click on Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

You can also check out this article here with more info on how to manually import your transactions into QuickBooks. Give this a try and if you have questions, feel free to reach back to me in the comments below. I've got your back.