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Level 1

How do I run a report from last fiscal year showing the $$ value in total sales, that shows the currency it was charged/paid for? (my accountant is off today - help!)

 
3 Comments
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QuickBooks Team

How do I run a report from last fiscal year showing the $$ value in total sales, that shows the currency it was charged/paid for? (my accountant is off today - help!)

Hi there,

 

It's good you're taking advantage of the Community as a resource for when your accountant is off. Don't worry, I'll be happy to share more info on which report to run. 

 

At this time, QuickBooks Online can only run reports using the home-currency. I know how important this feature is to you and I encourage you to send feedback to our engineers. You can do this by clicking the gear icon and looking for feedback. New product ideas and improvements are largely based on the feedback we get from other users like you. 

 

Based on your description, the best report to run would be a Sales by Product/Service summary. Here's how to run it:

  1. Go to Reports.
  2. Search for the Sales by Product/Service Summary report in the search box.
  3. Click on the Customize button.
  4. Click on the Filter drop-down and filter the report to your liking .You can also filter the dates. 
  5. Click on the Run report button.

In case you have other questions, feel free to contact our support team using this link here.

 

Highlighted
Level 1

How do I run a report from last fiscal year showing the $$ value in total sales, that shows the currency it was charged/paid for? (my accountant is off today - help!)

Thnak-you for the reply

Sorry but I'm a bit confused...

So I can't see what portion of my total annual sales is in USD and what is in CAD?

This seems like such a basic request it should be part of the functionality, surely?

Or maybe I don't understand your answer, or maybe my system isn't set up with the right parameters in place to allow me to do it?

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Level 7

How do I run a report from last fiscal year showing the $$ value in total sales, that shows the currency it was charged/paid for? (my accountant is off today - help!)

Hey gemma6,

 

Thank you for following up. QuickBooks Online supports multiple currencies, while keeping track of income and expenses in your home currency to simplify your accounting. The Sales by Product/Service Detail report can be customized to include the Currency and Foreign amount columns, providing a clear side-by-side comparison. As the underlying revenue is in the account's home currency, you'll see the amounts totaled in that column. Feel free to submit any feedback you have about this functionality directly to our engineers. Your comments ensure we keep building the best QuickBooks experience yet. 

 

Let me know if there's anything else I can help you with.