I'm trying to sync a transaction from RAMP (the monthly payment). but I get a message: "The account "1001 BofNH Checking" is not set in the Home Currency.

Hello there, kingscrosschurch.

Let's work together to resolve the issue and ensure that your transactions sync to QuickBooks seamlessly.

To begin, let's navigate to the Chart of Accounts and verify that the account is set to your home currency, which should be USD. Follow the steps outlined below to do so:

1. Click on the Gear icon.
2. Select Chart of accounts under Your company.
3. Find the account you're looking for.
4. Check the Currency column.

Once you have confirmed that the account is set to your home currency, I recommend that you reach out to your third-party service provider for further assistance. They can help you successfully sync your transactions to QuickBooks.

For more info on using the Multicurrency feature, please refer to this article: Set up and use Multicurrency in QuickBooks Online.

For future use, here's a guide on running reports to get an overview of your business' performance: Run reports in QuickBooks Online.

Keep in touch if you need any more assistance with currency and your accounts in QuickBooks Online. I've got your back. Have a good day.

Thank you for the response. Looking at the CoA, I have no currency column: https://s.grcwk.co/rRuBD6zD

I don't see a currency column in my CoA. See attached for what I see.

I don't see a currency column in my CoA.

Allow me to dive into the thread, kingscrosschurch.

Thank you for providing a screenshot to help us understand your concern better. We appreciate your effort. As my colleague has already given you the steps to set USD as your home currency in your chart of accounts (COA), I will assist you in locating the currency column in your COA.

But beforehand, you have to turn on multicurrency in Accounts and Settings to enable the multicurrency feature in QuickBooks to easily pay and receive payments in foreign currencies from customers, suppliers, or bank accounts that use a different currency than your home currency. 

Once activated, you can add transactions in the foreign currency and QuickBooks will automatically handle all currency conversions for you. This makes it easy to keep track of your financial records and ensures that you're always up to date with your payments and financial reporting.

Here's how to locate Currency in COA:

1. In the Transactions Tab 
2. Click Chart of Accounts
3. At the upper right corner of your screen click Settings ⚙
4. Under Settings columns, check Currency.

You can also check this photo as you reference:

Furthermore, I will share this article to help you review information about home currency adjustments that can help you when using the multi-currency feature also, how to create home currency adjustments in QuickBooks Online: 

• Frequently asked questions about home currency adjustments
• Enter home currency adjustments for your foreign balances.

Please don't hesitate to reply if you have questions or clarifications regarding currency accounts or QuickBooks in general. Have a fantastic day ahead!

So we do not have multicurrency turned on, which might be why I can't see the currency column? This is what we see (attached).

I appreciate the additional information, kingscrosschurch.

Dealing with the difficulty of syncing your RAMP transactions to QuickBooks Online (QBO) must be challenging for you. I'm here to help direct you to the right support that can assist you promptly.

Before we move forward, let me provide some clarifications regarding your concern. You're correct in stating that the Currency column will not be displayed on the Chart of accounts page unless the Multicurrency function is activated.

The data we get relies on what RAMP sends to QBO. I recommend contacting the third-party application's customer support for further assistance. They can review the mapping and settings of your account to ensure a seamless sync of your entry.

Check out this article for additional insights on how to find the home currency values of your foreign currency transactions: Learn about exchange rates in QuickBooks Online.

Furthermore, utilize these resources for your future tasks. They cover topics like splitting transactions into various accounts and troubleshooting currency adjustments. Click on each link for detailed instructions:

• Frequently asked questions about Home currency adjustments
• Enter a split transaction into the register in QuickBooks Online
  
  

Should you have additional questions or concerns on how to handle imported transactions and other product-related concerns, click the Reply button and tag my name. I'll get back to help and make sure you're taken care of, kingscrosschurch.

So I turned on multicurrency and when I check my chart of accounts it shows no currency next to my bank. When I try to edit the item, it shows US dollar (https://s.grcwk.co/bLuQb2YP). I figured I would try to save it as Canadian and change it back, it won't save another currency either. So what should I do now? 

The issue is not directly related to RAMP either. I have this same exact message when I am trying to match a credit card payment as well. I found a work around for it, but this is not the first time I have seen this and I've seen it in QBO, not just RAMP.

I can assist you in getting back on track with your transactions, kings. Thank you for providing me with additional information and screenshots.

Your troubleshooting steps to resolve the issue are appreciated. Please know that changing the item's currency isn't possible as there are already transactions in the 1001 BofNH Checking account.

As you've confirmed that your home currency is set up to USD, but the error persists, I suggest disconnecting and reconnecting the RAMP to fix it. Once done, accurately remap the accounts and items.

To disconnect:

1. Open your QuickBooks Online account.
2. Click on the Apps menu, then select Overview.
3. Locate the app you need to disconnect, click on the dropdown button next to Launch, and select Disconnect.
4. Complete the short questionnaire and tap Disconnect to remove the app from your company profile.

To reconnect:

1. Open your QuickBooks Online account.
2. Select the Apps menu, then click Find Apps.
3. Search RAMP then hit Get app now.

I also suggest contacting RAMP's support team to guide you in mapping and setting up your RAMP account to ensure the smooth synchronization of your entries.

To keep track of an account's history and manage transactions, refer to this article: Find, review, and edit transactions in account registers in QuickBooks Online.

Kindly return to this thread if you have any further inquiries about multi-currency or need assistance with your transactions in QuickBooks. I will respond promptly. Have a good one.

As I mentioned before, this is not inherently a RAMP issue, this is a QB issue. I have experienced this error before trying to match a credit card payment (see attached), it is the same message but not even related to RAMP.

And I did contact RAMP on this and here is their response: 

I received an update in regards to the error you are seeing. 'Home Currency' is likely a setting that you will need to update on your ERP.
 
Could you please reach out to Quickbooks Support to see how you can update the currency setting?

So where do we go from here?

Whoops, forgot the attachment for that last post.

Thank you for getting us back, Kings.

I understand that you've already contacted RAMP regarding this concern; however, to fully diagnose and address the persistent error despite your account being in USD currency., it is advisable to reach out to our support team for a thorough check and troubleshooting of your setup.

Here's How:

1. In your top menu bar, go to Help, then QuickBooks Desktop Help.
2. Hit Contact Us.
3. Enter a brief description of the issue in our Ask a Question (or tell us what's wrong) field.
4. Choose Continue.
5. Click We’ll contact you for a callback or Message Us to start an instant messaging session.

Furthermore, I've added this article for you to manage and learn more about setting up Multicurrency: Set up and use multi-currency in QuickBooks Online.

Don't hesitate to leave a reply message if you have further questions related to multi-currency. Have a great day!