Hi, steveatliftinghands.
I'm here to share more information about scheduled payments.
You can use the Schedule Payments feature once you take and process payments using QuickBooks Payments. Thus, the system routes you to the Bill Payment page.
I've added this reference for more information: Get paid with Schedule Pay.
As for matching transactions, the online banking feature in QBO will automatically identify and use your home currency. When you match transactions, you'll have the option to toggle between Home currency and Foreign currency. Here's how:
- From the Banking tab, select Banking.
- Select the tile for the account you want to review.
- Go to the For review tab, then find and select the downloaded transaction you want to match.
- Click the Find other matches button.
- Toggle between the Home currency and Foreign currency buttons.
- Select the boxes beside the bills, then click Save.
Afterward, you're now ready to reconcile your account. I'd recommend doing this process every month. This is to effectively monitor your income, expenses, and the growth of your business. For the step-by-step guide, you can check out this article: Reconcile an account in QuickBooks Online.
Let me know if you have other banking and multicurrency concerns or questions about managing transactions in QBO. I'm always ready to help.
