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July 2, 2023
Question

Hello guys, is it possible to generate a report by location based on another currency if, for example, all transactions to a location are in another currency?

  • July 2, 2023
  • 1 reply
  • 0 views
I created 2 locations (USA & NGN) and turned on multicurrency. I will like a report that will show just the USA location in USD and not in NGN (home currency)

1 reply

July 2, 2023

Hi there, sikiru. Yes, generating a report specific to one location and currency is possible. Let me give some ideas and walk you through the steps.

 

Simply customise and filter the report. Then, select the USA location with the USD currency. I'll show you how:

 

1. Open the Reports menu.

2. Search for the Transaction Detail by Account Report, then click to open it.

 

 

3. Select all the necessary filters.

4. Hit the Customize button.

 

 

5. Go to the Filters section.

6. Select Location and put a check on the USA location you set up.

 

 

7. Finally, tap Run report.

 

Here's a module on how to manage reports: Customise, automate, and export reports in QuickBooks Online.

 

If you're all good, browse this extra guide on how you can fix an account balance mismatch: Reconcile an account in QuickBooks Online.


Please let us know if you need anything else regarding reports or QuickBooks. We'll ensure to respond as soon as we can. Stay safe!