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Benno
April 8, 2025
Question

multi curreny and automate transactions

  • April 8, 2025
  • 1 reply
  • 0 views

Good day

I have a multi-currency setup in QuickBooks Desktop 2018. The default currency is our local currency, and we also use USD and EUR. Additionally, we utilize automated transaction entry via a memorized list to create standard invoices each month. Now I want to do the same for invoices in a currency other than the home currency. However, when creating the memorized transaction, the automate option is greyed out and cannot be selected. The only option available is to add it to a reminder list, which still requires manual entry. Can anyone advise me activate that option?

thanks Benno

    1 reply

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    Erika_K
    April 8, 2025

    Thank you for providing a detailed description of your concern, Benno. I'd like to share some information about memorizing transactions that involve foreign currencies.  

     

    The option to use the Automate Transaction Entry option when memorizing a transaction is unavailable due to the dynamic nature of exchange rates. Exchange rates fluctuate continuously, making it challenging for automated systems to accurately capture and apply the correct rate at the time of transaction.

     

    Now, I recommend using the Add to my Reminders List option to memorize your invoices with foreign currencies. This method allows you to manually update exchange rates as needed, ensuring accuracy and reliability despite the constantly changing rates.


     

    Additionally, I've gathered some resources to help you better manage your memorized transactions and handle customer payments efficiently:

     

     

    Add a Reply below if you have further questions about managing your memorized transactions. The Community team and I are here to assist you every step of the way. 

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    BennoAuthor
    April 9, 2025

    As we have a fixed exchange to the USD, i hoped it was possible. But unfortunately not. And yes I am  aware of all manual options, was really hoping for a automated feature

     

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    Erika_K
    April 9, 2025

    Thank you for your quick response, Benno. We appreciate your insights and want to make sure your ideas are heard.  

     

    In line with this, I encourage you to submit a feature recommendation about having the option to use the Add to my Reminders List option to memorize your invoices with foreign currencies. Your feedback is important to us and helps identify areas we can improve.

     

    I'll show you how you can send one:

     

    1. Locate the Help option.
    2. Choose the Send Feedback Online option.
    3. Select the Product Suggestion option. A pop-up window displays. Enter your feedback suggestion.
    4. Click the Send Feedback button.

     

    Additionally, I've gathered some resources to help you better manage your memorized transactions, handle customer payments efficiently, and customize form templates:

     

     

    For further concerns about managing your memorized transactions, comment down below. I'm readily available to offer personalized guidance and support.

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