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February 12, 2024
Question

is it possible to view report in different currencies?

  • February 12, 2024
  • 1 reply
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1 reply

February 12, 2024

Hi there, Nirav. 

 

I’ll gladly share the details on how you can view the report in different currencies in QuickBooks Online (QBO).

 

To begin, we can pull up the Transactions Detail by Account report, and enable the Currency column. However, we're unable to filter it to remove the transactions that are using the home currency. Also, please know that this column isn’t available to all types of reports as QuickBooks uses a concept called Source and Targets to apply accounting principles and processes, like recording transactions and displaying reports.

 

You can follow the steps below to customize the report: 

 

  1. Go to the Reports menu, and locate the Transactions Detail by Account. (if you’re using the modern view of the report, we can switch this to the classic one and proceed to the steps below )
  2. Hit the Customize button to personalize the report.
  3. Expand the Rows/Columns section, then mark check the Currency box.
  4. You can also add additional columns according to the data you want from your report.
  5. Once done, click Run Report.

 

If you plan to replicate the same settings in the future, it would be helpful to memorize this report. You can refer to this article for a guide: Memorize reports in QuickBooks Online

 

Let me know if there are any other reports you need to run. I am here to help you analyze the data you want to see. Additionally, if there are any other concerns you have, feel free to share them with me.