cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Welcome India customers to our Global Community, find the help you need and connect with other India QuickBooks users on our dedicated India Community pages.
Highlighted
Level 1

bulk adding on your secondary currency account

Dear Community

 

I have  related  1 issues - any help would be great with bulk adding on your secondary currency account

 

When your primary bank is Currency A  and this is your master currency

 

and your second is "currency B"

 I can not bulk "add these"  line items I need to go and individually add each one which is time consuming

 

Thank you 

 

6 Comments
Highlighted
Level 14

bulk adding on your secondary currency account

Do you want to import your bank data or transaction data (e.g invoice) ? 

Highlighted
Moderator

bulk adding on your secondary currency account

Hi @ben-miroconsulti,

.

Welcome to the Community. Let me help you with bulk-adding data in QuickBooks Online.

 

If you're referring to importing transaction data, the option is unavailable. Currently, you can only upload your Customers, Suppliers, Accounts, and Products and Services into the system.


You'll need to enter each transaction manually into the second bank account. Another workaround you can try is to search for a third-party application with the ability to import data on your behalf.

 

You can visit the App Center to search for applications though we can't suggest which one you should use. Here's how:

 

  1. Log into your QuickBooks account.
  2. On the left navigation bar, click Apps.
  3. Use the search bar or the Browse category option to find apps. 

If you're trying to upload bank data to an account not connected to bank feeds, please follow these steps:

 

  1. Log into your bank's website.
  2. Download the bank transactions to your computer.
  3. Sign into your QuickBooks account.
  4. Go to the Banking menu or Transactions menu.
  5. Select the Banking tab.
  6. Click the Update ▼, then press File upload or Upload from file

I've also attached an article you can use to know more about data you can upload to QuickBooks: Common questions about importing data to QuickBooks Online.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.

Highlighted
Level 1

bulk adding on your secondary currency account

Thank you so much for such a details response  Alcuaes

 

But that is not what I am doing

These are already transactions I have

 

I just want to change them all at the same time and add them but get the error in the screen shots

 

 

 

Highlighted
QuickBooks Team

bulk adding on your secondary currency account

Hello there, @ben-miroconsulti.

 

I completely understand how important this feature on your business but as for now, this option is unavailable. However, you can manually add them as what you've done as a workaround.

 

Also, you can follow the steps provided by my colleague AlcaeusF if you're trying to upload your Customer, Suppliers, Accounts, and Products and Services into your system.

 

To learn more about recent improvements, news, and product enhancements, visit the QuickBooks Blog. You’ll also get suggestions on how to grow the business.

 

Please know that I'm always around here in the Community to help. I'm always around here in the Community to help. Take care, and have a good day.

Highlighted
Level 1

bulk adding on your secondary currency account

Hey My Friend

 

Can I just double check we are defo looking at the same issue

I have made a video for everyone to see

https://youtu.be/901YdyneBVA


I have already got my bank report in front of me - transactions are already imported
I can not add more than one at a time because they are in a different currency?

 

1) Auto add is not available for transaction in a foreign currency 

 

Let me know am i doing it all correctly 

 

Thank you

Highlighted
QuickBooks Team

bulk adding on your secondary currency account

Good day, @ben-miroconsulti.

 

I'd like to start by thanking you for the video that you made regarding your concern for bank transactions with foreign currency. It gives me a better picture of this matter.

 

When it comes to the expense transactions that you're trying to add to the Expense page, these can't be added since they are the actual entries that you made in QBO. 

 

You can match the expenses with the bank entries from the banking page. This is the reason you don't have the option to add them to that section.

 

On the other hand, when it comes to accepting multiple bank entries from the Banking page, the option to do this isn't possible. The system only allows you to add transactions in batch if they are using your home currency. For foreign currency, it needs to be added manually.

 

You'll need to manually expand each transaction to confirm the exchange rate to populate, then add them like what you did in the video.

 

Here's a link that you can visit in case you need more help with categorising and matching your bank entries: Learn how to review bank and credit card transactions after you download them into QuickBooks Online...

 

However, QBO integrates various applications that support this functionality. You may look for a third-party app to add the transactions with foreign currencies in bulk. You may refer to the instructions shared by my peer AlcaeusF above on how to do this.

 

Lastly, I hear you and realize the convenience this feature can have for you and your business. Know that our developers are constantly finding and considering new functionalities to be added to the system to cope with your accounting needs.

 

 I'll be right here to assist you if you need anything else, @ben-miroconsulti. Just notify me by leaving a reply below. Take care!