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Tiro-Makabate
Level 1

I have synced Excel to QuickBooks. I would like South African rands. I'd like ZAR as an option when combing reports from 2 business. how do i set this up?

 
1 Comment 1
JeraldR
QuickBooks Team

I have synced Excel to QuickBooks. I would like South African rands. I'd like ZAR as an option when combing reports from 2 business. how do i set this up?

Welcome to the QuickBooks Community, @Tiro-Makabate.

 

Before we start, I have some clarifications/questions about your concern to help you with the correct process and give a targeted resolution.

 

May I know which Excel "sync" method you're using? Are you using QBO Advanced Spreadsheet Sync, or a third-party app? I would also like to know what home currencies are for each of the two QuickBooks companies, and if one or both of your QBO companies have their Multicurrency turned on.

 

The home currency can't be changed once the multi-currency is enabled. If it isn't, we can change the home currency symbol. However, this changes only the currency symbol and not the calculation of amounts. To change the currency to ZAR, navigate to the Accounts and Settings option and find the Currency box.

 

Currently, we can't combine reports between two QBO companies. Instead, we can export both reports to an Excel file and manually combine them in an Excel spreadsheet file.

 

However, if you're using the Spreadsheet Sync for QuickBooks Online Advanced, we can group companies to create consolidated reports and add ZAR as an option in the Currency dropdown. Here's how:

 

  1. In Spreadsheet Sync, select the Group option. 
  2. Click the + Create group
  3. Enter a group name and choose ZAR (South African Rand) in the Currency dropdown. 
  4. Add companies to the group. 
  5. Hit Save.
  6. From the Select Report dropdown, open a report and apply the filters. 
  7. Click the Run report option to generate the consolidated data.

 

For technical assistance and questions about the Spreadsheet Sync product, I recommend contacting our Customer Success team. Visit this article for the steps and check the support availability date and time: Frequently Asked Questions about Spreadsheet Sync.

 

Feel free to reach out with any further questions.