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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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t.patronias@beet
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Our Sales system reports in USD, while QB uses GBP, causing mismatched revenue vs CRM. Is there a way to convert Sales P&L to USD?

Our Sales system reports everything in USD, but our QuickBooks company file is set up in GBP (both company currency and base currency). As a result, our revenue numbers in QuickBooks don’t match the revenue shown in our CRM system. I’d like to know: Is there a built-in report in QuickBooks that allows converting our Sales P&L into USD? If not, what’s the best way to achieve this? (e.g., custom reports, workarounds, or third-party integrations) Has anyone faced a similar challenge, and how did you resolve it?

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