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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 accounting documents in QuickBooks that have other currencies than your base currency

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 9 months ago

Katana enables you to sell and purchase in multiple currencies and allows you to create accounting documents (invoices and bills) in QuickBooks that have other currencies than your base currency.

Read more about multicurrency in Katana here.

Multicurrency is part of our Standard, Professional, and Professional Plus plans. You can try it for free for 14 days! Please have a look at our pricing page for more info.

QuickBooks will require you to turn on multicurrency and add specific currencies that you are doing your business in.

Whenever you create an invoice or a bill in QuickBooks from Katana then the currency of the Sales (or Purchase) order will be also sent over to QuickBooks. Once the documents are created in QuickBooks then the currency rate on your Sales order or Purchase order will be fixed and you are not able to edit the rate anymore in Katana.

Katana will also include the currency rate on the invoice/bill that is generated for QuickBooks. If you need to edit the rate then this can be done in QuickBooks, but it will not be synced back to Katana.

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