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I want to make sure you get the correct currency rate when creating a transaction, aj43.
Let's perform some troubleshooting steps to get the exact GBP rate. The currency could be damage, hence not letting you see the exact rate.
You can delete and add again the said currency to isolate this behavior. Let me show you how:
Once done, here's how you can add to the currencies you use.
After adding the GBP currency, you can clear the browser's cache and cookies. It helps refresh website preferences that might be causing issues when you use QuickBooks.
If you get the same results, you can manually override the amount to have the correct calculation on your sales form.
I'm adding this link to learn the effects of this feature in QuickBooks Online: About Multicurrency.
Stay in touch with me by commenting below if you need additional information. I'm always right here to help you get the correct currency rate on your transactions.
I attempted to follow your instructions but I am unable to proceed since I have transactions that use this currency.
Thanks for following up with the Community, aj43.
You can remove a currency once all transactions and customers/vendors that use it are deleted.
Here's how to delete a transaction:
For customers and vendors, you can make them inactive. I've included a couple resources that go over how this is done:
Once nothing's using your currency, you can continue with MaryLandT's steps to delete and re-add it. If you still don't see an accurate exchange rate on your sales receipts, you'll want to proceed with the other troubleshooting processes included in her post.
Another thing you can try is manually editing your currency exchange rate. This can be done by using your Gear (⚙️) icon, going to Currencies, clicking Edit currency exchange, then selecting Your rate.
In the event your rate continues displaying incorrectly on sales forms, you'll want to contact our Customer Care Team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.
They can be reached while you're signed in.
Here's how:
Be sure to review their support hours so you'll know when agents are available.
I'll be here to help if there's any questions. Have a lovely day!
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