Banking
Thanks for sharing your concern in this thread, @JohnnyLongstaff. I'll be sharing some information about how the bank feeds and multicurrency work in QuickBooks Online (QBO).
For your first question, bank feeds are available in QBO UK. Thus, you can connect bank accounts and credit cards so you can download your recent transactions seamlessly.
For more details on how you can connect your bank feeds to QBO, please refer to this article: Connect your bank feeds to QuickBooks Online.
As for your second question, the option to use different currencies for a single customer isn't possible. At this time, if you want to record new transactions with your customer in another currency, here's what you can do:
- Make the existing customer profile inactive. Your previous transactions with the customer stay in QuickBooks.
- Add a new customer, then assign the appropriate currency that they pay you with.
Once done, all of the new transactions you record with the customer will be in their currency.
While adding multiple currencies is currently unavailable, you can share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. Here's how:
- Click the Gear icon at the top, then select Feedback.
- Enter your comments or product suggestions.
- Click Next.
Additionally, consider checking out this article to learn more about categorising and matching your transactions in QBO: Categorise and match online bank transactions in QuickBooks Online.
Also, you can personalize the appearance by adding specific info to your sales forms. Check out this article for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Leave a comment below if you have a follow-up question or how it goes. I’ll be right here to help you. Keep safe and have a great day!
