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Thanks for following up with the Community, PreciousMM.
To verify my understanding, are you trying to match transactions or change an amount on a transaction? If you could additionally provide a screenshot or two, it'd help me to better understand what you're trying to do.
If you're looking to match transactions, you can do so from your For review screen. You'll need to locate a transaction you're wanting to match, and expand its view. Once its view is expanded, you can use the Find other matches option to find an appropriate match if necessary.
QuickBooks automatically searches your books for matches, so some transactions may mention "1 match found" or "2 matches found", etc. The Find other matches option comes in handy when the potential matches QuickBooks locates aren't correct.
In the event you're trying to edit an amount on a transaction, you can do so while viewing it. If you're unable to, and have already performed our recommended troubleshooting steps, you'll want to get in touch with 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.
In the event you're referring to Wise's app available in our QuickBooks App Store, called Wise - Money without borders, I'd recommend getting in touch with their support team. Contact details can be found on their app store page and website.
I'll be here to help if there's any additional questions. Have an awesome Wednesday!
Hi;
You see where you have Open balance then under payments the boxes are empty , I do not have that on my EUR account bank feed, it is on my GBP and dollar accounts only. It says Amount Eur Amount Usd Exchange Rate and thats it so I am unable to match anything.
Thank you for confirming your home currency, @PreciousMM. I have information to help match your bill payment when dealing with a different currency.
We can only use the bank account with the same currency as the bill to match the bill payment. This means you'll have to perform this manually.
Let's start by creating a Dummy Bank account to handle the bill payment from the foreign bill. Then, transfer the money from the foreign bank into the Dummy Bank account. Also, ensure that you turn on the multicurrency feature.
Here's how to create a Dummy Bank account:
- Go to the Gear icon, then select Chart of Accounts.
- Select New.
- Enter Dummy Bank in the Name column. Select Cash and Cash equivalent/Bank under the Account Type column. Then, below the Detail Type column, pick Cash on hand.
- Set it up to your home currency before saving.
After creating the account, receive the payment of the USD invoice with these steps:
- Click the +New icon and pick Receive Payment.
- Set the Deposit To the Dummy Bank.
- Fill in the necessary information.
- The home currency amount is displayed at the bottom right before saving the transaction.
Next, transfer the USD amount from the Dummy Bank to the foreign bank account via bank transfer.
Feel free to read this article for more information: Receiving and making payment for a foreign invoice/bill with a foreign currency. Although this article provides details specific to payments in Singapore, it can be applied across all regions.
After performing the steps above, you can proceed with categorizing and matching online bank transactions.
Also, there are several reasons why you're unable to match transactions with the same currencies. You can visit this article and go to the "If you have transactions without a match" section to learn more: Match online bank transactions in QuickBooks Online.
If you want to use your exchange rates, read this article: Enter and use your exchange rates in QuickBooks Online.
The Community is just a click away if you have additional questions about matching transactions in different currencies. We're happy to help. Take care, and have a good one.
