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How to manage multiple currencies with QuickBooks Online integration
How to manage multiple currencies with QuickBooks Online integration

Sell and purchase in multiple currencies and create matching accounting documents in QuickBooks

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a month ago

Katana lets you sell and purchase in multiple currencies and create accounting documents (invoices and bills) in QuickBooks in currencies other than your base currency.

Read more about multicurrency in Katana.

Note: Multicurrency is part of our Standard, Professional, and Professional Plus plans. Try it free for 14 days! For more information, see our pricing page.

QuickBooks requires you to turn on multicurrency and add the currencies you are doing your business in.

Whenever you create an invoice or a bill in QuickBooks from Katana, the currency of the sales (or purchase) order will also be sent to QuickBooks. Once the documents are created in QuickBooks, the currency rate on your sales or purchase order will be fixed, and you can no longer edit the rate in Katana.

Katana will also include the currency rate on the invoice/bill generated for QuickBooks. If you need to edit the rate, you can do this in QuickBooks, but it won't sync back to Katana.


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