Does any one have issues matching US$ payments on Banking tab with Foreign currency bill in UK£? It works with Euros but not UK£,

Hello there, @MK18.

There are ways that you can do to match the US$ payments on the Banking tab with foreign currency bill in UK£.

First is to make sure the date is correct. After you click the Foreign currency option, you'll need to double-check the date.  Make sure the bill's period is within the date range.

If the same thing happens, we can refresh your browser by clicking the Reload icon or pressing F5 on your keyboard.

If the same thing happens, we can log in to your account through an incognito window. This mode doesn't store cache that's why we recommend using it.

If it works fine, we can clear the cache of your regular browser. This helps remove any browser-related issues and refresh your browser's settings. Aside from that, you can use other compatible browsers in QuickBooks Online. Below are the things that you can try on:

• Mozilla
• Google Chrome
• Microsoft Edge
• For Safari, make sure to use the latest one.

I've added these articles for some tips when matching transactions in QBO:

• Tips for Working in QuickBooks Online’s Bank Feeds: Matching Transactions.
• Reconcile an account in QuickBooks Online

You can always tap me on my shoulder if you ever need anything else with QuickBooks. I'll be around to back you up. Stay safe!

Hi MK18,

Hope you’re doing great. I wanted to see how everything is going about t matching US$ payments on the Banking tab with Foreign currency bill in UK. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Hi, The issue is for UK Sterling Bills do not appear when you click Foreign Transaction when trying to match.  They are showing as open bills under the Vendor, I've checked the currency set up for paying the vendor = UK£.

I tried all different date ranges.  It only happens for UK£.  It works for Euros and Canadian Dollars.

Thanks for getting back to us with that information MK18, is the home currency of your QuickBooks account set to GBP, and do you see a separate option to select 'Home currency' on the transaction in the for-review tab? 

Hi, Thanks for contacting. From banking tab, I click on the transaction (Payment), select Find Match and  Yes I see both Home Currency and Foreign Currency.

If Vendor Bill is in UK sterling (Vendor set for payment in UK£) I cannot find a match, even when I extend the date range.

Another scenario, I have a vendor set up for payment by Canadian $.  This month I paid in UK £ and when I click Find Match, Foreign currency that bill appears.

Does  not work for any of my vendors who are set up for UK£ and paid UK£

Hi there, MK18.

Thanks for getting back to us with additional details. We'd want to take a closer look at this to determine why you're unable to match bills in UK£.

To do that, please reach out to phone and chat support teams so they can investigate this further. Here's how to reach out to them: 

1. Click the Help menu in the upper-right hand corner of your QBO account.
2. Type in "Talk to a human" in the chatbox, then press Enter.
3. Select Get help from a human.
4. Click Chat with us or Have us call you. 

Feel free to check out these articles for reference in case you will need them in the future:

• Disconnect or Delete Accounts Connected to Online Banking
• What To Do If You Get a Bank Error or Can't Download Transactions in QuickBooks Online

Don't hesitate to let us know if you need more help when working in QuickBooks. We'll make sure everything is sorted out.

Hi,

Thanks for that, however, yesterday I spent 2 hours, using online chat and arranged 4 times for call backs. Not very successfully, that is why I reached out via this format.

I have tried to make someone aware there is an issue, but no one is able to move it forward, or fully grasps the problem.  If I call in is there a specific department I need to speak to.  I have twice shared my screen so the 'expert' can see the issue.  But that still has not resolved the issue.

Hey there again, @MK18. 

Thanks for reaching back out and letting us know what you've done to get in touch with our support team. I can see how frustrating this would be. 

The best way to get this resolved is by getting in touch with our Customer Support Team. When using the steps my colleague provided above, they'll automatically redirect you to the team to request a callback. However, if the steps aren't working properly, you can use this link to start a chat or callback with the right department: Contact Support. 

Let me know how it goes. If you have any other questions or concerns, feel free to ask. I'm always here to lend a helping hand. Have a good day!

Did this ever get resolved? I too am facing the same issue and believe it's a bug. 

I'm here to make sure you never have to go through this again.

I checked here and there is no recorded vase regarding this one. In terms of matching transactions, QuickBooks Online (QBO)'s online banking capability will automatically detect and use your native currency. When matching transactions, you'll be able to switch between Home currency and Foreign currency. Let me show you how: 

1. From the Banking tab, select Banking.
2. Select the tile for the account you want to review.
3. Go to the For review tab, then find and select the downloaded transaction you want to match.
4. Click the Find other matches button.
5. Toggle between the Home currency and Foreign currency buttons.
6. Choose the boxes beside the bills, then press Save.

If the same problem happens again, we can go through some troubleshooting methods. When the browser becomes congested with frequently requested website resources, strange behavior occurs. Begin by opening your account in a separate or private browser. Here's a list of shortcut keys that you can use to get to one:

• Ctrl+ Shift + N for Google Chrome
• Ctrl + Shift + P for Mozilla Firefox
• and Microsoft Edge
• Command + Shift + N for Safari

If it works, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

You are now ready to reconcile your account. I'd recommend repeating this procedure once a month. This is done to efficiently track your income, expenses, and business progress. You can find a step-by-step guide in 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. You have a good one.