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llaraqui
Level 1
posted
‎May 30, 2020 04:13 AM
last updated ‎October 05, 2020 9:51 PM

Existe il un moyen pour figer le taux de devise ? Mes articles destinés à l'étranger ont un prix précis en devise et le changement journalier du taux impacte mes devis

 
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2 Comments 2
ChristieAnn
QuickBooks Team
QuickBooks Team
‎May 30, 2020 07:15 AM

Existe il un moyen pour figer le taux de devise ? Mes articles destinés à l'étranger ont un prix précis en devise et le changement journalier du taux impacte mes devis

Hi there, llaraqui.

 

Currently, there's no option to freeze the currency rate.
 
However, I've got an alternative method you can perform so you're able to create your own currency.
 
You'll have two options on how to create your own currency rate. From the Currency Centre and while you enter your transactions. Please note that changing rates from the Currency Center is to be used for an entire day.
 
Before doing that, make sure that the Multicurrency feature is turned on to add an exchange rate.
 
Here's how to set your own exchange rates from the Currency Centre:
 
  1. Click the Gear icon at the top right. Then choose Currencies.
  2. Find the currency to change and click Edit currency exchange rate from the Action column.
  3. From the Edit currency exchange rate window, choose Your rate radio button.
  4. Enter the new rate in the field provided.
  5. Hit the Save button.
 
Follow the steps below on how to manually add an exchange rate when entering a transaction.
 
  1. Create the invoice or bill.
  2. From Customer or Supplier name field, select the Currency field.
  3. Enter the exchange rate to use for the new currency.
  4. Choose Use for this transaction only or Use for all new transactions in (currency) for (date).
  5. Fill in the necessary fields.
  6. Hit Save.
 
For additional information, you can check this article:Enter an exchange rate. This article also provides more details on how the system calculates the exchange rate.
 
Please check this article to see steps on how to create a new customer in a sales form and assign a foreign currency: Assign a foreign currency or multicurrency to a customer.
 
Please let me know if you have other questions related to QuickBooks. I'm always here to help you.
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Fiat Lux - ASIA
Level 15
‎May 30, 2020 08:41 AM

Existe il un moyen pour figer le taux de devise ? Mes articles destinés à l'étranger ont un prix précis en devise et le changement journalier du taux impacte mes devis

@llaraqui 

Pensez à utiliser un service de paiement tiers ou une banque virtuelle pour traiter les transactions multidevises. Vous pouvez libérer une facture et être payé dans votre devise locale et votre client la paie dans sa devise locale.

https://veem.grsm.io/veems

https://prf.hn/l/7gg1NWy

 

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